Mekorma Quickstart

The goal of our quickstart is to get you a small win as early as possible and then build on it. Clients purchase Mekorma Payment Hub for check printing and for overall AP automation. With check printing, you can get from 0 to live in 4 steps, shown here. For the full payment automation, the rest of the Configuration guide provides a step by step path to add security, signatures, the Action Board, Outsourcing or EFTs and further refinements. As you add each of these, you will get more out of your investment.

!We recommend doing this testing in a test environment, using plain paper or a .pdf printer rather than check stock, and shredding anything printed. Once familiar, implement on production.

1. Learn how to Navigate to Mekorma Windows.

2. Setup a Checkbook.

3. Setup Dynamics GP Security for Mekorma.

4. Print Your First Check

To print your first check:

1. Build a batch however you normally do in Dynamics GP

2. Print the Batch. If you are configuring for:
   • Payables, Process a Single Payment Batch.
   • US Payroll, Print US Payroll Checks.
   • Canadian Payroll, Print Canadian Payroll Checks

3. Return to the next section Configuring Security.

This will get you to a live check printed on blank check stock with a MICR line. It will not be signed. Setting up security and signatures comes next.

*The Mekorma Customer Success team is available if you need assistance.