There are several items to consider, and information you must have on hand to ensure your Mekorma installation and implementation are successful:

For All Mekorma Users

  1. Gather bank account information
    • From what companies and checkbooks will you be making payments?
    • You will need the routing number and account information for each checkbook used to print MICR checks.
    • What payment types will be made?
  1. Choose a security model
    • Task-Based Security
    • Legacy Security

For Mekorma Users Printing Checks In-House

  1. Printers and Supplies
    • Do you have a printer that can do the job?
    • Do you have the correct printer toner?
  1. Choose your check stock
    • Pre-printed or blank?
    • Blank check stock is recommended, and REQUIRED when using Multi-Batch Management to print checks.
  1. Check Formats
    • Mekorma comes with a library of pre-configured check formats that are customizable from within the Mekorma MICR Configurator. What formats do you need?
  1. Gather images to include on your check
    • Will you use a company logo?
    • Do you need signature files for approvers or authorizers?

For Mekorma Users Transitioning to Electronic Payments

  1. Vendor Qualification
    • Any user wishing to implement Enhanced Electronic Payments must first have a conversation with Mekorma Sales, then complete the vendor qualification process. This will allow Mekorma to determine whether your company is a good fit, by reviewing annual AP spend.
Last modified: August 5, 2019

Need more help with this?
We value your input. Let us know which features you want to see in our products.

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.