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: Aug 05, 2019


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.

Post your comment on this topic.

Please do not use this for support questions.
Contact Mekorma Support

Post Comment