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.
    • Decide what payment types will be made -checks? EFTs?
  1. Choose a security model if you want a payment approval process in place.
    • Task-Based Security
    • Legacy Security

For Mekorma Users Printing Checks

  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
    • Will you use pre-printed or blank check stock?
  1. Check Formats
    • Mekorma comes with a library of pre-configured check formats that can be customized 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?

To use the Mekorma PowerApprovals mobile application

If you want to use a payment approval process, and give Approvers the ability to approve/ reject transactions remotely, then Mekorma PowerApprovals is for you! Our mobile application allows Approvers to get the job done without needing to log in to Dynamics GP. Approvers can use a mobile device or a supported browser.

Please follow this link to get all the details on system requirements and IT considerations.

Last modified: March 5, 2020

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