Action Board Setup

The Payment Hub Action Board allows Mekorma users to perform the following actions, for multiple companies and checkbooks, all in one window:

• Build payment batches
• Process checks and EFTs
• Post payments
• Generate EFT files
• Generate SafePay files, using one centralized window.
  

There are a number of setup options that allow you to automate the payment process in various ways. You can choose which processes are automated, and which you perform manually.

Please review the following pages for complete instructions on how to set up the Action Board:

1. Test/ Enable MMM

2. Configure Printing and Posting Reports

3. Results Reports Email Setup

4. Options for Building Multiple Batches

5. Set Up EFT Options for the Action Board

6. How to Create a Build ID

7. How to Create a Process ID

8. Check Sorting Options

9. Show/ Hide Dynamics GP windows during processing