Action Board: Request Approvals for All Your Batches at Once

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

If you are using Mekorma’s Payment Hub Shared Services Multi-Entity solution, you can request approvals for more than one company and process them at the same time.

When the MEM Connector for Payables is registered and enabled for a checkbook, you can view the entity ID for a company. You can also sort the rows by entity ID.

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.

6. You can view the Action Board Request Approval Results Report to see the status of each batch for which you requested approval.