Enable a Company for Action Board - Mekorma Products for GP User Guide - Build x96

Release Notes for Mekorma Build x96
- New Features & Changes
- Issues Fixed
Introduction to the Mekorma Payment Hub
- Security and Fraud Prevention
- Remote Payment Services (Outsource Your Checks)
- Action Board
  - Using the Action Board
- Power Approvals
- MEM Connector
- Vendor Validation
Preparing for the Mekorma Payment Hub
- Questions to Ask Before Installing
- How to Create a Digital Signature
- Recommended Printers and Supplies
- Power Approvals System Requirements
  - Connecting a Third Party Document System
Installing the Mekorma Payment Hub
- Find Your Dynamics GP Version
- New Installation or Product Upgrade
- Table Maintenance
- Products Registration
- Mekorma Products Manager
- Print Client for GP Web Client
Configuring the Mekorma Payment Hub
- Mekorma Quickstart
- Navigate to Mekorma Windows
- Set Up Dynamics GP Security for Mekorma
  - Grant Access to Mekorma Windows and Reports
  - Grant Access to Mekorma Alternate Windows
- Set Up a Checkbook
- Configure and Test Your Signatures
- Set Up Approvers for Payables
- Set Up Authorizers for Payroll
- Automate the Selection of Printers
  - Action Board Printer Selection
  - Named Printers with Mekorma Payment Hub
    - Set Up Named Printers
    - Assign Named Printers to Mekorma Tasks
- Configure Assign by Checkbook
- Set Up Check, Check Remittance Copies, and EFT Remittances
- Set Up for EFT Processing
- Set Up Action Board
- Configure Remote Payment Services
- Set Up MEM Connector
- Dynamics GP Web Client
  - Browser Settings
  - Web Client Security
- Omit Zero-Dollar Checks
- Disable Print Blank Checks
- Bypass Mekorma and Printing through Dynamics GP
Configuring Vendor Validation
- Vendor Validation Services
- Vendor Validation Security Roles and Tasks
Using the Mekorma Payment Hub for Payables
- Build Batches
- Approve with Secure Approval Workflow
- Process Payments
- Miscellaneous Processing Scenarios
- Inquiries and Routines
Using Vendor Validation
- Validating and Maintaining Your Vendor Records
  - Validating an Individual Vendor Record
  - Validating Multiple Vendor Records
- Excluding Vendor Records from Validations
- Understanding Your Validation Results
Using Mekorma Payment Hub for US and Canadian Payroll
- Authorize Payroll Batches
- Print US Payroll Checks and Direct Deposit Remittance
- Print Canadian Payroll Checks
Requesting Support, Implementation, or Customization
How to Use This Guide
Appendix: Mekorma Configurator Fields
Appendix: Mekorma Support Tool
Appendix: Mekorma Remote Payment Services Reporting Tool

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Set Up Action Board

Create a Build ID

To use Action Board a company, use the Action Board Setup window. The number of companies that can be enabled depends on your Mekorma license.

Mekorma’s Payment Hub Core solution includes Action Board for a single company. You can also have a test company, in addition to the Fabrikam, Inc. test company. You cannot enable a company that is using Multi-Entity Management (MEM) by Binary Stream®.

Mekorma’s Payment Hub Shared Services Multi-Entity solution includes Action Board for multiple companies. You can enable as many companies and have as many test companies as needed.

Open the Action Board Setup window (Mekorma Area Page > Setup > System > Action Board Setup).

To enable a company for Action Board, mark the box in the column labeled Enable for Action Board for that company.

Click OK.

Last modified: March 6, 2025

Set Up Action Board

Create a Build ID

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