Prerequisites

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?

2. Choose a security model if you want a payment approval process in place.
   • Task-Based Security
   • Legacy Security

For Mekorma Users Printing Checks

3. Printers and Supplies
   • Do you have a printer that can do the job?
   • Do you have the correct printer toner?

4. Choose your check stock
   • Will you use pre-printed or blank check stock?

!Blank check stock is recommended, and REQUIRED when using the Action Board to print checks.

5. 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?

6. 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.