Payment batches can be created using the standard Microsoft Dynamics GP procedures on a per company basis. Use this method if you are not able to identify any repeatable payment rules for pulling invoices into your batches. The following windows can be used to manually build a payment batch:

  • Build Payment Batch (Select Checks)
  • Edit Payment Batch (Edit Checks)

Automate your batch-building with the Mekorma Action Board

The Action Board can be used in place of standard GP procedures, and will allow you to build batches across companies using multiple checkbooks.

By defining and storing payment rules, then applying those rules when you’re ready to build batches, the Action Board will allow you to automate the process. Before you can build batches using the Action Board, you need to create at least one Build ID and use it to create a Process ID. Then you are ready to build batches in the Action Board.

Building batches for payment outsourcing (Mekorma Enhanced ePayments)

Batches intended to be processed by now of the outsource providers can be created using standard Dynamics GP procedures, or using the cross-company automation functionality of the Action Board. Payments must originate as a Computer Check (aka Payment in GP 2016 and later).

Last modified: November 17, 2020

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