Action Board: Request Approvals for All Your Batches at Once

The Action Board allows you to request approvals for all of your batches across companies with one click of a button. Refer to Action Board Setup prior to building batches from the Action Board.

1. Open the Mekorma Action Board (Mekorma Area Page > Transactions > Payables > Mekorma Action Board).

2. Click on the Action drop-down menu and select Request Batch Approval.

3. Click the arrow next to the View menu to select Mark All.
   
   
   

4. Click Process.

5. An email or text message will be sent to all eligible approvers that they have transactions needing their review, according to each approver’s notification settings.