Mekorma users can choose between two working security models, if more than the standard GP option is desired. In addition to the below descriptions, please see here for a detailed list of features and how they compare.

Mekorma Task-Based Security

Available in build x76 and later, Task-Based security offers more flexibility in threshold level configurations than our historical Legacy model. Task-Based security integrates with the existing Microsoft Dynamics GP security model by allowing administrators to manage multi-level approval thresholds with standard application security tasks and roles. This model provides two ways to handle the approval process:

  • Secure Approval Workflow: Secure your payables batches. Users can request approvals
  • Authorization: Works with US / Canadian payroll batches.
  • Signature Logic only can also be configured, allowing default signatures to print based on customized threshold levels. Approval workflow or Authorization does not need to be configured in that case.

Mekorma Legacy Security

Legacy security is the model Mekorma users have employed for builds previous to x76. It is still an option for all users and offers security by:

  • User ID
  • Checkbook ID
  • Default GP security
Last modified: December 18, 2020

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