Since the Action Board is the heart of the Payment Hub, understanding the Action Board is key. It is the WAY to process payments, providing a single-window method of managing the entire payment process, across companies and checkbooks.

The basic concept for setting up the Action Board is to create your Build IDs and Process IDs. With these basics you can start testing your process:

The Action Board mimics the processes that you otherwise would do manually. In order to be a fully automated process, you have to use various tools to tune the system to your requirements. The Action Board needs to know how to deal with any dialogs that would pop up asking you questions or choices to be made during the process. The rest of these steps detail both required and optional settings you can configure in this regard:

  1. Configure Printing and Posting Reports (Required)
  1. Automate Printer Selection (Required)
  1. Optional:

Note that implementing the Action Board is built upon the underlying manual processes. So before you can embark on this level of automation, it advisable that you have fully configured and tested your check printing and your EFT processes and that they are working to your satisfaction. Then, with those building blocks in hand, you can fully automate your process.

Last modified: Jul 16, 2021

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