Search - Mekorma Products User Guide for GP

Action Board with Pre-Printed Check Stock

Using the Mekorma Payment Hub for Payables » Process Payments » Action Board with Pre-Printed Check Stock

Action Board is designed to work without interruptions. Using pre-printed check stock would require automated printing to stop between check runs for different companies, so that the correct starting check number could be adjusted in GP. While we recommend using blank…

Preparing for the Mekorma Payment Hub

This section of the User Guide walks you through questions to ask yourself and information to gather prior to implementing the Mekorma Payment Hub. The first step is to read our Introduction and each of the sections there: Determine in advance which of the major…

Appendix 2: Mekorma Configurator Fields

This appendix lists all the fields available in the Mekorma Configurator. Legend: ST: single text field SC: single currency field MT: multi-lined field MD: multi-Date field MN: multi-number LB: label PF: logical field OV: overflow MC: multi-Currency MTR: multi-Amount…

Recommended Printers and Supplies

Preparing for the Mekorma Payment Hub » Recommended Printers and Supplies

Printers for Mekorma Payment Hub Check Printing We recommend that you print Mekorma checks to a dedicated medium – higher quality check printer using blank check stock. The printer should have the following capabilities: Speed of 45 ppm and up Two-tray…

Specify Check or Remit Numbers

Configuring the Mekorma Payment Hub » Setup for EFT Processing » Specify Check or Remit Numbers

*Note that this section only applies if you will be configuring in-house processing to generate EFT files and send them to your bank. If an outsource provider is processing for you, they will pay your vendors via checks, EFT or credit card, and you don’t have to…

Setup a Checkbook

Configuring the Mekorma Payment Hub » Setup a Checkbook

The fundamental steps of your Checkbook setup are to: Configure the MICR line. This is the primary thing needed in order to switch from pre-printed check stock to blank check stock. Choose a Check Format The following two steps are OPTIONAL: Use the Mekorma…

Remote Payment Services Configuration

Configuring the Mekorma Payment Hub » Remote Payment Services Configuration

Mekorma and your payment outsource provider will handle the initial implementation and configuration of the Remote Payment connector in Dynamics GP. This is necessary as Mekorma needs to implement and test the authentication to the provider’s portal. However,…

Configure and Test Your Signatures

Configuring the Mekorma Payment Hub » Configure and Test Your Signatures

Adding automatic signatures to the system is one of the primary ways of increasing efficiency. Note that it is optional and not all Mekorma Payment Hub users configure automatic signatures. But we encourage it—it saves lots of hand cramps or rubber stamping!…

Introduction to the Mekorma Payment Hub

Thank you for your interest in Mekorma products. Mekorma Payment Hub is a payables solution integrated with Microsoft Dynamics GP®. The Payment Hub offers: The Action Board for Robotic Process Automation (RPA) of your payment process in one unified window A…

Approve or Reject Vendor Payments

Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Review and Approve » Approve or Reject Vendor Payments

Return to the approval window to approve transactions by marking the check boxes next to each payment and clicking on Approve. If a transaction requires a second approval, the Status will display as Pending 2nd Approval and will only be available for…

Print US Payroll Checks and Direct Deposit Remittance

Using Mekorma Payment Hub for US and Canadian Payroll » Print US Payroll Checks and Direct Deposit Remittance

You are ready to print US Payroll checks after the following steps have been completed: Create a US payroll batch using the standard Microsoft Dynamics GP procedures. Build and calculate your checks. To Print: Open the Print Mekorma US Payroll window…

Print or Email EFT Remittances

Using the Mekorma Payment Hub for Payables » Process Payments » Print or Email EFT Remittances

If you are printing EFT remittances, you can select the format for printing the remittances by entering an option in the EFT Remittance Options field. The selected format is displayed in the Mekorma MICR Check Printing screen when you print the remittances. The same…

Configure the MICR Line

Configuring the Mekorma Payment Hub » Setup a Checkbook » Configure the MICR Line

The MICR line is the coded banking information at the bottom of your check which is printed in the E13B MICR font. By printing the MICR line, the Mekorma Payment Hub can provide the capability of printing on blank, rather than pre-printed, checkstock. The video below…

Choose Check Formats from the Check Format Library

Configuring the Mekorma Payment Hub » Setup a Checkbook » Choose Check Formats from the Check Format Library

The Mekorma Checkbook Setup window allows you to select pre-configured check formats for the Purchasing, US Payroll and Canadian Payroll modules. Formats for Dynamics GP Payables and Dynamics GP Financial > Miscellaneous Checks You must select a Primary Check…

Questions to Ask Before Installing

Preparing for the Mekorma Payment Hub » Questions to Ask Before Installing

Gather Information Here are some of the Discovery items to consider to optimize your AP payment automation: *Note that our Customer Success team is standing by with a full discovery and implementation methodology, if you would like help implementing your…

Customize Check Formats Using the Configurator

Configuring the Mekorma Payment Hub » Setup a Checkbook » Customize Check Formats Using the Configurator

The Mekorma Payment Hub Configurator is a report editing tool that allows you to modify Mekorma-generated checks and stubs. The Configurator handles any size paper and any system font. Use the Configurator in conjunction with the pre-prepared stub files provided in…

How to Use This Guide

Welcome to Mekorma’s online User Guide, designed to equip you with the knowledge needed to install, configure and run payment processes using Mekorma Payment Hub for Payables/ Payroll, the Action Board, Remote Payment Services and the MEM Connector for…

Action Board Printer Selection

Configuring the Mekorma Payment Hub » Automate the Selection of Printers » Action Board Printer Selection

You can set up print tasks on a system, company, or on a per-user basis for payments printed from the Action Board. For context, Action Board Setup will give you broader overview of the Action Board. !Note that because of the variety of printer and operating system…

Grant Access to Mekorma Windows and Reports

Configuring the Mekorma Payment Hub » Setup Dynamics GP Security for Mekorma » Grant Access to Mekorma Windows and Reports

Mekorma Payment Hub Security Tasks and Roles As per standard practice for Dynamics GP, your AP team will need to have security access to both the standard GP windows/reports and the Mekorma windows/reports based on their roles. Mekorma Payment Hub supports Dynamics…