Use Action Board to Build All your Batches at Once

The method of choice for building your payment batches and processing payments is to use the Mekorma Payment Hub Action Board. The Action Board roboticizes your standard GP procedures by giving you the power to define and store batch-building rules. It then applies those rules when you’re ready to build batches.

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. See Action Board Setup for more information.

Building Batches for Payment Outsourcing (Mekorma Remote Payment Services)

Batches intended to be processed as remote payments by one of the Mekorma outsourcing providers can be created using the Action Board or by using Dynamics GP with manual procedures. This is one of the slickest ways of automating your payments—set up your rules, push a few buttons and you’re done—no checks to fold, seal and mail.

When you build for remote payments—just select the batches as if they are check batches — Mekorma and your outsource provider will do the rest.

Building Batches Manually

Of course, you can still use the standard Microsoft Dynamics GP manually to create your batches and then pay the through the Payment Hub. Use this method if you are not able to identify any repeatable rules for pulling invoices into your batches. The following windows can be used to manually build a payment batch:

  • Build Payment Batch
  • Edit Payment Batch
  • Edit Vendor Payment

Assigning Checkbooks before Building Payment Batches

Mekorma Payment Hub gives you the ability to designate checkbooks for certain vendors or for certain vouchers as an enhancement to the Batch Building process. If you would like to do that, you will want to Assign Checkbooks before building your payment batches.

Last modified: March 26, 2022

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