Different functionality is available in the Mekorma Action Board. Icons and options are displayed depending on the selection in the Action field and the type of batch selected.

Mark vs. Select

In the Action Board, “mark” means to put a check in the checkbox and “select” means to highlight the row. In the example below, batch numbers ACE100 and ADV100 are “marked” and batch number CAD is “selected”. Different options are available depending on whether you mark or select a row.

Icons

The following table describes the icons that can be displayed in the Mekorma Action Board.

Icon Description
Indicates the batch contains transactions for pre-printed check stock and must be printed separately from remitances.
Indicates the batch requires approval before further processing.

View Menu Options

The following table explains the options available from the View menu in the Mekorma Action Board. The options that are available depend on the row selected.


Menu Option Description
Next Check Number Displays the company, bank ID, and next check number that will be used for the transactions in the selected batch. This option is available only for the Process Checks and EFTs action.
Preprinted Checks Displays a message that you can’t print separate remittances for a checkbook that uses pre-printed check stock. This option is available only for the Process Checks and EFTs action and when you have selected a batch of pre-printed check stock transactions.
Mark All Marks all of the batches in the Mekorma Action Board.
Unmark All Unmarks all of the batches in the Mekorma Action Board.
Mark Selected Marks all of the batches that are selected in the Mekorma Action Board.
Unmark Selected Unmarks all of the batches that are selected in the Mekorma Action Board.
Refresh Refreshes and redisplays the data in the action board.
Show Batches Displays the all batches, batches that are ready to process, or batches that contain errors.
Company Filter Displays either all your companies or the current company that you are logged into.
Last modified: April 22, 2024

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