Action Board: Process All Your Batches at Once

The Action Board provides an ability to automate the printing and posting of payables batches across checkbooks. Refer to Action Board Setup prior to processing from the Action Board.

If you are using Mekorma’s Payment Hub Shared Services Multi-Entity solution, you can print and post payables batches for more than one company and process them at the same time. Instead of needing to log in to each company separately, all batches can be viewed and selected for processing within one window. Batches are further filtered out by the user’s access level. This means users can only view and select batches from companies to which they have access.

When the MEM Connector for Payables is registered and enabled for a checkbook, you can view the entity ID for a company for the following actions:

• Request Approval
• Process Checks and EFTs
• Post Batches
  

You also can sort the rows by entity ID.

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

2. Select the action Process Checks and EFTs from the drop-down menu. This will display all batches ready to be processed.

3. Choose the batches you would like to process by checking the box next to each batch. You can click the arrow next to the View menu to select Mark All or Unmark All.

4. Click Process. This will print checks and print or email EFT remittances, depending on the option selected in the Action Board Options window,

5. After checks have been printed, you can select the action Post Batches from the drop-down menu.

6. Choose the batches you would like to print/process by checking the box next to each batch. You can click the arrow next to the View menu to select Mark All or Unmark All.

7. Click Process.

8. After batches have been printed, you can select the action Generate EFTs from the drop-down menu to display the batches that are ready to be processed.

9. Choose the batches you would like to print/process by checking the box next to each batch. You can click the arrow next to the View menu to select Mark All or Unmark All.

10. Click Process to generate the EFT file. You will manually upload this file to your bank.

If you use Dynamics GP SafePay, you can select the action Generate SafePay to transmit data to your bank.