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Power Approvals
Introduction to the Mekorma Payment Hub » Power Approvals
Power Approvals enables your Approver team to review and approve payables batches outside of Microsoft Dynamics GP from your mobile device. Watch this video for a quick overview of how Mekorma Power Approvals works. For more information see our…
Power Approvals: Configure Mobile Approvals
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Power Approvals: Configure Mobile Approvals
Power Approvals is our Microsoft Power Platform-based mobile application for remote payment approval. Power Approvals allows any designated company approver within the organization to easily approve payments from their mobile device, or from any computer using a…
Mobile Approvals with Power Approvals App
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Mobile Approvals with Power Approvals App
Approvers can perform their tasks outside of Dynamics GP using the Power Approvals application. After the system requirements have been met, and the necessary setup has been completed, designated users can perform approvals in Power Approvals. If you haven’t…
Power Approvals System Requirements
Preparing for the Mekorma Payment Hub » Power Approvals System Requirements
Power Apps subscription You will need a Power Apps subscription in order to access Mekorma Power Approvals. *To purchase Power Apps for an organization, you must already be an Office 365 Global or billing admin of a tenant, or you must create a tenant. Option…
Start the Power Approvals App
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Mobile Approvals with Power Approvals App » Start the Power Approvals App
From your Mobile Device Once the home screen loads, click Pending Approvals. Browser access You can also launch from a browser. In this case you will be able to launch this directly from your Power Approvals email notification. You can also bookmark the site…
Install Power Approvals on Your Mobile device
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Mobile Approvals with Power Approvals App » Install Power Approvals on Your Mobile device
For the approver user on the go, Power Apps offers a mobile client app which acts as a container for shared Power Apps apps. Mekorma Power Approvals runs within the context of the Power Apps mobile client. Each approver user must install the Power Apps mobile client in…
Intermediate Approval Workflows--Approvals Based on Dollar Amount
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Intermediate Approval Workflows--Approvals Based on Dollar Amount
An Intermediate Workflow with One Approval Group and Different Range Rules In an intermediate workflow scenario, you may have the same three theoretical people that you have in a Simple Approval Workflow: RYAN : A Requestor—he creates batches and submits them…
Assign Signature Files to Users
Configuring the Mekorma Payment Hub » Configure and Test Your Signatures » Assign Signature Files to Users
Before using signatures to set up Threshold IDs, an administrator must first assign signature files to individual users. *A signature can be setup in the system even for a user that does not normally use Dynamics GP. For example, if your checks require the CEO’s…
Approve or Reject Vouchers
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Review and Approve » Approve or Reject Vouchers
Approvers have the ability to reject specific vouchers in the same way that vendors may be selected for rejection. Approvers no longer have to reject the entire vendor payment if only one of the invoices should not be included. When Multi-Entity Management (MEM) by…
Reject or Approve Payments
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Mobile Approvals with Power Approvals App » Reject or Approve Payments
From the transaction list, check the transactions you want to Reject or Approve. Then, click Reject or Approve at the bottom of the screen. Dynamics GP will be updated in real-time, and approval requestors will receive notifications so the batches can go on to be…
Requesting Support, Implementation, or Customization
Requesting Support, Implementation, or Customization
We are here to help! If you are having a specific issue with your Mekorma products and require assistance from our Customer Success team, please log in to our online portal and open a new case. Technical Support is included with your yearly enhancement plan (for…
Approve or Reject Vendor Payments
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Review and Approve » Approve or Reject Vendor Payments
Return to the approval window to approve transactions by marking the check boxes next to each payment and clicking on Approve. If a transaction requires a second approval, the status will display as Pending 2nd Approval and will only be available for…
Print or Email EFT Remittances
Using the Mekorma Payment Hub for Payables » Process Payments » Print or Email EFT Remittances
If you are printing EFT remittances, you can select the format for printing the remittances by entering an option in the EFT Remittance Options field. The selected format is displayed in the Mekorma MICR Check Printing screen when you print the remittances. The same…
Specify Check or Remit Numbers
Configuring the Mekorma Payment Hub » Set Up for EFT Processing » Specify Check or Remit Numbers
*Note that this section only applies if you will be configuring in-house processing to generate EFT files and send them to your bank. If an outsource provider is processing for you, they will pay your vendors via checks, EFT or credit card, and you don’t have to…
New Installation or Product Upgrade
Installing the Mekorma Payment Hub » New Installation or Product Upgrade
Mekorma Payment Hub !Be sure that all users logged are logged out of Dynamics GP. Run the Mekorma Installer Log in to Windows as an administrator. If you are already logged in, make sure to close Dynamics GP before installing Mekorma. Once the installer has…
Action Board: Request Approvals for All Your Batches at Once
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Request Approval for a Single Payment Batch » 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…
Adding Elements to Check Formats
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Customize Check Formats Using the Configurator » Adding Elements to Check Formats
Our existing check formats can be customized by adding elements using the Mekorma Configurator. Fields can be added to any of our check formats, and can be easily placed or re-located with the Configurator’s drag-and-drop interface. *To access the Mekorma…
Archiving or Deleting Audit Log Data
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » Archiving or Deleting Audit Log Data
Mekorma automatically archives check information. If the Disable Check Archiving option in the Mekorma Systems Options window is not marked, you might have millions of records in your company audit log tables. Because the tables that store the archived check…
Change your Check Date or GL Posting Date
Using the Mekorma Payment Hub for Payables » Process Payments » Change your Check Date or GL Posting Date
You can easily change the check date or General Ledger posting date for transactions in a batch when you are in the Action Board window. Open the Action Board (Mekorma Area page > Transactions > Payables > Mekorma Action Board). Choose Process Checks and EFTs…
EFTs in the Action Board
Configuring the Mekorma Payment Hub » Set Up Action Board » EFTs in the Action Board
When using the Action Board, your system can select both your checks and EFT batches in one process. As shown earlier, use a Build ID to set your rules for what invoices to include and a Process ID to tell the system what checkbook to use, and whether to build checks,…
View Payment Details
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Mobile Approvals with Power Approvals App » View Payment Details
Viewing payment details is optional. You can approve or reject payments without viewing their details. If there are attached invoice images, you can also view those. If Multi-Entity Management (MEM) is installed and enabled, the Entity ID field appears on the main…
Email/Text Notifications
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Email/Text Notifications
Setup for individual users Users assigned to Approver security roles can configure their own email and text notification requirements for optimal workflow: You must have email functioning in GP for notifications to work. Log in and open the Mekorma User Preferences…
Mekorma Security Roles and Tasks
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Mekorma Security Roles and Tasks
Dynamics GP System Security Roles and Tasks are used to designate groups of Approvers and Authorizers. The Difference Between Approvers and Authorizers The word Approver or Authorizer is used depending on the workflow: Approver is used for individuals with…
Sort and Filter the Payment List
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Mobile Approvals with Power Approvals App » Sort and Filter the Payment List
Payments and credit memos pending approval display based on the Threshold assignments as configured with the approval workflow. Depending on the filter in place, approvers are able to see approvable transactions or all transactions in the companies they have access…
Questions to Ask Before Installing
Preparing for the Mekorma Payment Hub » Questions to Ask Before Installing
Gather Information Here are some of the Discovery items to consider to optimize your AP payment automation: *Note that our Customer Success team is standing by with a full discovery and implementation methodology, if you would like help implementing your…
Request Approval for a Single Payment Batch
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Request Approval for a Single Payment Batch
After batches are built, a user must request approval for each batch to initiate the workflow. Automate Approval Requests When using the Action Board to build payment batches, approval requests can be sent automatically as the batches are built. This completely…
Security and Fraud Prevention
Introduction to the Mekorma Payment Hub » Security and Fraud Prevention
A fundamental reason for Mekorma Payment Hub is its security features. Whether you are processing your payments by check, EFT or outsourcing through Mekorma Remote Payment Services, security is crucial. Knowing that your workflow is protected is what can give you…
Products Registration
Installing the Mekorma Payment Hub » Products Registration
Upon installation or upgrade, Mekorma registration keys are automatically retrieved by the system (although keys can be entered manually if needed). In order to retrieve keys, an internet connection is required to allow access to our Mekorma Registration Web…
Introduction to the Mekorma Payment Hub
Introduction to the Mekorma Payment Hub
Welcome to Mekorma’s online user guide, designed to equip you with the knowledge needed to install, configure, and run payment processes using Mekorma Payment Hub for Payables, the Action Board, Remote Payment Services, and the MEM Connector for Payables/Payroll.…
Options for Building Batches
Configuring the Mekorma Payment Hub » Set Up Action Board » Options for Building Batches
Automated approval requests/edit lists When building payment batches using the Action Board, you have the choice to automate approval requests, print edit lists, or disable those options. Open the Action Board Options window (Mekorma Area Page > Setup > System >…
Enable Split Batches
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Optional Security Settings » Enable Split Batches
The Split Batch feature prevents entire batches from being held up when only some of the transactions require approvals. If transactions within a certain threshold range do not need to be approved, those transactions can be placed into their own batch to continue…
Web Client Security
Configuring the Mekorma Payment Hub » Dynamics GP Web Client » Web Client Security
Once your browser settings are configured, you are ready to provide Web Client print access to your Accounts Payable users as needed. Log in to Dynamics GP as a System Administrator or Power User. Open the Web Client Security Access window (Mekorma Area page…
Configure and Test Your Signatures
Configuring the Mekorma Payment Hub » Configure and Test Your Signatures
Adding automatic signatures to the system is one of the primary ways of increasing efficiency. Note that it is optional and not all Mekorma Payment Hub users configure automatic signatures. But we encourage it—it saves lots of hand cramps or rubber stamping!…
Grant Access to Mekorma Windows and Reports
Configuring the Mekorma Payment Hub » Set Up Dynamics GP Security for Mekorma » Grant Access to Mekorma Windows and Reports
Mekorma Payment Hub Security Tasks and Roles As per standard practice for Dynamics GP, your AP team will need to have security access to both the standard GP windows/reports and the Mekorma windows/reports based on their roles. Mekorma Payment Hub supports Dynamics…
What Makes Batches Split when you Request Approval?
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » What Makes Batches Split when you Request Approval?
The idea behind Split Batch is that different dollar-value levels may have different people approving them. By splitting the batches into these threshold levels, a batch can go on to be processed once it is fully approved and even if another batch with higher…
New Features & Changes
Release Notes for Mekorma Build x98 » New Features & Changes
Announcements and Changes *IMPORTANT: If you are running a Mekorma customization for a version prior to your current Microsoft Dynamics GP release, please contact Mekorma’s Customer Success Team. Beginning with release x94, Mekorma support for the Print Client…
Set Up Approvers for Payables
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables
This section of the Mekorma Payment Hub configuration guide assumes that you already have done the following: Setup a Checkbook and printed your first check Configured and Tested your Signatures Now we’ll explain how to add an Approval workflow for…
Omit Zero-Dollar Checks
Configuring the Mekorma Payment Hub » Set Up Mekorma System Options » Omit Zero-Dollar Checks
Enable this feature if you do NOT want to print a $0 check when you process batches using Mekorma functionality. Zero-dollar payments will be assigned a remit number in GP. Mekorma does not modify that behavior. For more information, refer to the topic How payments…
Release Notes for Mekorma Build x98
Release Notes for Mekorma Build x98
Mekorma Build x98 was released on Thursday, October 30, 2025. Mekorma Build x98.9 has a compatible installer for Microsoft Dynamics GP 18.6, 18.7, and 18.8. *If you are a new user, please go directly to: Introduction to the Mekorma Payment Hub. IMPORTANT: If you…
Validating an Individual Vendor Record
Using Vendor Validation » Validating and Maintaining Your Vendor Records » Validating an Individual Vendor Record
You can validate a vendor record by changing information in the Vendor Maintenance window and clicking Save. The vendor record will be saved without a message if no issues are encountered during the validation. If the vendor record is put on hold due to the validation,…
Add a Logo to a Checkbook
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Add a Logo to a Checkbook
A company logo can be associated with individual checkbooks, and used within multiple companies. This feature is useful if you use one check format in many companies and checkbooks, but you’d like a different logo for each checkbook. The logo defined for each…
Process an Outsourced Payments Batch (Remote Payment Services)
Using the Mekorma Payment Hub for Payables » Process Payments » Process an Outsourced Payments Batch (Remote Payment Services)
Processing an outsourced payments batch starts just like processing any other single payment batch. This topic provides additional information for outsourced payments. Document numbering for Outsourced Payments Each payment is processed in Dynamics GP as it normally…
How to Use This Guide
How to Use This Guide
New users can follow step-by-step installation, configuration, and usage instructions delivered via written content and video demonstrations. Experienced users can review this guide for any applicable new feature information, or use it as an ongoing reference…
Test Check Layout
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Test Check Layout
Printing test checks helps you verify the correctness of your check layouts. Print the test checks from the same workstation and printer you will be using for live checks. Differences in printers and operating systems can lead to size and placement variations on the…
Validating and Maintaining Your Vendor Records
Using Vendor Validation » Validating and Maintaining Your Vendor Records
Whether you are onboarding a new vendor or editing an existing record, Mekorma Vendor Validation provides real-time information to verify your vendor data is legitimate and correct. You can validate vendor records one at a time, or in a group. While adding or…
Grant Access to Mekorma Alternate Windows
Configuring the Mekorma Payment Hub » Set Up Dynamics GP Security for Mekorma » Grant Access to Mekorma Alternate Windows
Mekorma Payment Hub uses alternate Microsoft Dynamics GP windows for processing payables transaction and batch payments. Security must be granted to these alternate windows for each user printing checks. Setup an Alternate/Modified Forms and Reports ID The first step…
Build Batches
Using the Mekorma Payment Hub for Payables » Build Batches
Use Action Board to Build All your Batches at Once The method of choice for building your payment batches and processing payments is to use the Mekorma Payment Hub Action Board. The Action Board roboticizes your standard GP procedures by giving you the power to…
Configure Assign by Checkbook
Configuring the Mekorma Payment Hub » Set Up Mekorma System Options » Configure Assign by Checkbook
Decide whether to Assign Checkbooks to Vouchers or to Vendors Some companies need to ensure that certain invoices are paid from certain checkbooks. This happens often in the non-profit sector if they have an operating checking account for some payments and another…
Bypass Mekorma and Printing through Dynamics GP
Configuring the Mekorma Payment Hub » Bypass Mekorma and Printing through Dynamics GP
From time to time, some users want to use Mekorma Payment Hub in some companies or with some checkbooks and use Dynamics GP’s native functionality (bypass Mekorma) with others. Within the same company, a single user cannot process payments using both Mekorma…
Simple Approval Workflow--All Payments Must Be Approved
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Simple Approval Workflow--All Payments Must Be Approved
A Basic Workflow Let’s start with a basic workflow: ALL Payments Require One Approver. We’ll do it with these 4 steps: Choose one or more Users to be in the Approvers group and assign each of them the Security Role :…
Configure a Threshold ID for Signatures
Configuring the Mekorma Payment Hub » Configure and Test Your Signatures » Configure a Threshold ID for Signatures
Configuring threshold IDs for signatures gives you the ability to automatically print signatures using dollar-value ranges and to print blank lines for handwritten signatures. Configure One or Two Signatures for all Dollar-Value Amounts *For testing purposes, use a…
Optional Security Settings
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Optional Security Settings
The settings in this section enable you to tune your workflow with various options: Enable Split Batches tells the system to split the batches based on threshold ID dollar-value ranges. The purpose of this is that if one range is fully approved it can continue to…
Action Board Printer Selection
Configuring the Mekorma Payment Hub » Automate the Selection of Printers » Action Board Printer Selection
You can set up print tasks on a system, company, or on a per-user basis for payments printed from the Action Board. For context, Action Board Setup will give you broader overview of the Action Board. The Action Board’s automation capabilities require that a printer…
Configure Quick Messages
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Optional Security Settings » Configure Quick Messages
Quick messages allow users to enter frequently used reasons for rejecting a payment or voucher. The messages are entered on the Quick Messages window and then become available for selection on the Reject Reason window when a payment or batch is rejected. Open the…
Create a Build ID
Configuring the Mekorma Payment Hub » Set Up Action Board » Create a Build ID
A build ID allows you to save rules for selecting your batches. You then assign the build IDs to process IDs to build numerous batches with different criteria. The function of build IDs is to select the filters and sorts for the batches. However, these rules are not…
Dynamics GP Web Client
Configuring the Mekorma Payment Hub » Dynamics GP Web Client
Mekorma products are compatible with the Dynamics GP web client. You can easily print payments from a browser of your choice, although Mekorma recommends using Google Chrome. !Beginning with release x94, Mekorma support for the Print Client for Microsoft Dynamics GP…
Connecting a Third Party Document System
Preparing for the Mekorma Payment Hub » Power Approvals System Requirements » Connecting a Third Party Document System
Mekorma supports an integration with the following 3rd-party document management systems: PaperSave connector Square9 connector KwikTag connector This will enable your users to drill down into scanned invoice documents during the payment approval…
Review, Edit, and Move Rejected Payments
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Review and Approve » Review, Edit, and Move Rejected Payments
The navigation list allows you to see all the payments that were rejected during the approval process (and subsequently placed in the MICR_REJECT batch). When Multi-Entity Management (MEM) by Binary Stream® is installed and enabled, users can only review the pending…
Vendor Validation Security Roles and Tasks
Configuring Vendor Validation » Vendor Validation Security Roles and Tasks
Dynamics GP security uses a combination of roles and tasks to grant users access to specific windows and other Dynamics resources that are needed to complete a specific task. The following default security tasks and roles have been created to grant access to the…
Using the Action Board with Multi-Entity Management
Using the Mekorma Payment Hub for Payables » Build Batches » Using the Action Board with Multi-Entity Management
With Mekorma’s Payment Hub Shared Services Multi-Entity solution, you can enable Action Board for more than one company. Before processing payments using Multi-Entity Management (MEM) by Binary Stream® with the Action Board, the following steps must be…
Out-of-Office Feature Setup
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Optional Security Settings » Out-of-Office Feature Setup
If an approver needs to delegate another GP user to take over their duties for a period of time, they can do so in the Mekorma User Preferences window. The delegate must have access to the Mekorma Navigation lists. *To access the Mekorma User Preferences window, go to…
Mekorma Signature Assignment
Configuring the Mekorma Payment Hub » Configure and Test Your Signatures » Assign Signature Files to Users » Mekorma Signature Assignment
Click on the user name of an approver to highlight a row. Use the magnifying glass icon to choose a signature from the library. Assign Signature Files to Users fully explains the use of this window. Fields Field Name Use of Field User Name…
Action Board
Introduction to the Mekorma Payment Hub » Action Board
If your organization can set certain basic policies for how you select your check batches, how often you pay, which payment discounts you want to capture and what payment methods you want to use, then the Mekorma Payment Hub provides a way to greatly streamline your…
Create a Process ID
Configuring the Mekorma Payment Hub » Set Up Action Board » Create a Process ID
A process ID allows you to specify all of the batches that you want to build. You assign build IDs to specific checkbooks so you can filter what vendors and vouchers to pay in each batch. The process ID lets you list these sequentially so that one batch after the other…
Local Printing Options
Configuring the Mekorma Payment Hub » Configure Remote Payment Services » Local Printing Options
There may be circumstances in which you need to print checks/payments locally that are normally sent to the outsource provider for processing. You can do this by changing a vendor, payment, checkbook, or company’s status. Change an individual vendor’s…
Set Up Check, Check Remittance Copies, and EFT Remittances
Configuring the Mekorma Payment Hub » Set Up Mekorma System Options » Set Up Check, Check Remittance Copies, and EFT Remittances
You can store your checks and check remittance copies electronically instead of on paper. There are two methods to do this and you can use one or both: The Check Image Archive displays images of payments right from the Dynamics GP Inquiry windows. The PDF Check…
Action Board: Process All Your Batches at Once
Using the Mekorma Payment Hub for Payables » Process Payments » 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…
Approve with Secure Approval Workflow
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow
After building a batch of payments, the batch can be locked before printing. Configure an approval workflow to notify designated users (Mekorma Approvers) that there are transaction payments needing their approval. Workflow must first be configured by by setting up…
Action Board with Pre-Printed Check Stock
Using the Mekorma Payment Hub for Payables » Process Payments » Action Board with Pre-Printed Check Stock
Action Board is designed to work without interruptions. Using pre-printed check stock would require automated printing to stop between check runs for different checkbooks or companies, so that the correct starting check number could be adjusted in GP. While we…
Set Up Dynamics GP Security for Mekorma
Configuring the Mekorma Payment Hub » Set Up Dynamics GP Security for Mekorma
There are two steps to getting Dynamics GP security to recognize Mekorma windows and give access just to the users that should have access: Grant Access to Mekorma Alternate Windows Assign Mekorma Security Tasks/Roles
Set Up Named Printers
Configuring the Mekorma Payment Hub » Automate the Selection of Printers » Named Printers with Mekorma Payment Hub » Set Up Named Printers
The first step in configuring Named Printers is to name them! Printers must be set up with printer IDs: Log in as an administrator. Navigate to the Assign Named Printers window (Microsoft Dynamics GP drop-down menu > Setup > System > Named…
Disable Print Blank Checks
Configuring the Mekorma Payment Hub » Set Up Mekorma System Options » Disable Print Blank Checks
On occasion, you might want to print a Blank Check for making a handwritten payment, such as if you need a check to take off-site. Some companies consider this to be a security risk. If you would like to deny users access to the Print Blank Checks option from the…
Table Maintenance
Installing the Mekorma Payment Hub » Table Maintenance
As third-party products are not included in the Dynamics GP upgrade process, Mekorma provides its own unified table upgrade system for all your GP companies. Table Maintenance must be run anytime you install or upgrade. You must also run table maintenance after a new…
Exceptions for Remote Payments--Local Printing Options
Using the Mekorma Payment Hub for Payables » Miscellaneous Processing Scenarios » Exceptions for Remote Payments--Local Printing Options
When using Mekorma Remote Payment Services to send your payments to a service provider, there may be times when you want to override the system to process certain payments locally. The following topics explain the configuration settings for making exceptions: Add…
MEM Connector for Payables
Configuring the Mekorma Payment Hub » Set Up MEM Connector » MEM Connector for Payables
The Mekorma MEM Payables Connector module integrates with Binary Stream’s Multi-Entity Management® product to provide access to facility (entity) information for vouchers printed on Mekorma Payment Hub check stubs. The MEM Connector for Payables requires a separate…
Batch Inquiry
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » Batch Inquiry
Any batch that has been created and sent to the outsource provider can be accessed from the Remote Payment Services Batches (Batch Maintenance) window. From this window, you can filter your view based on the status of the batch, Batch Number, Remote Batch ID (found in…
Set Up MEM Connector
Configuring the Mekorma Payment Hub » Set Up MEM Connector
MEM stands for Multi-Entity Management®, a product written for Dynamics GP by Binary Stream Software. This product allows organizations to manage multiple legal entities (companies) in one single database. MEM also uses the term facility interchangeably with entity or…
The Check Image Archive
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » The Check Image Archive
The Check Image Archive feature allows you to view and print an image of a posted check/EFT remittance from the following Payables, US Payroll, and Canadian Payroll windows: Payables Payments Zoom Payroll Check Inquiry Payroll Transaction Inquiry Canadian Payroll…
Understanding Your Validation Results
Using Vendor Validation » Understanding Your Validation Results
After successful validation, each validation provider displays a status to reflect the results of the validation, allowing you to easily identify and address any issues. Validation Statuses The four possible statuses are: OK, Warning, Error, and SystemError. …
Customize Check Formats Using the Configurator
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Customize Check Formats Using the Configurator
The Mekorma Payment Hub Configurator is a report editing tool that allows you to modify Mekorma-generated checks and stubs. The Configurator handles any size paper and any system font. Use the Configurator in conjunction with the pre-prepared stub files provided in…
Review and Approve
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Review and Approve
If the approval workflow has been configured, Mekorma Approvers must approve transactions within their designated threshold levels before checks/ EFTs can be printed and processed. Review Payment Transactions To complete approval tasks, approvers must navigate…
Automate the Selection of Printers
Configuring the Mekorma Payment Hub » Automate the Selection of Printers
There are two options for automating your printer selection so you don’t have to choose a printer every time a batch is printed: Use the Action Board printing options when printing payments from the Action Board. Configure GP’s Named…
Set Up for EFT Processing
Configuring the Mekorma Payment Hub » Set Up for EFT Processing
*Note that this section only applies if you will be configuring in-house processing to generate EFT files and send them to your bank. If an outsource provider is processing for you, they will pay your vendors via checks, EFT or credit card, and you don’t have to…
Set Up Authorizers for Payroll
Configuring the Mekorma Payment Hub » Set Up Authorizers for Payroll
The US and Canadian payroll systems benefit from threshold ID security. However, they do not have the same kind of workflow. The way that payroll works is that one user must build, calculate, and print the checks, and cannot interrupt the flow to send a notification to…
Testing the Action Board
Configuring the Mekorma Payment Hub » Set Up Action Board » Testing the Action Board
If you would like to test the Action Board payment process in a test environment or even a single test company, but you want to avoid actually generating any transactions, you can do so by designating your companies as test companies. By doing this, you render all the…
Using the Action Board
Introduction to the Mekorma Payment Hub » Action Board » Using the Action Board
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…
Vendor Validation Services
Configuring Vendor Validation » Vendor Validation Services
The three types of vendor validation that Mekorma Vendor Validation offers include Taxpayer Identification Number (TIN), Office of Foreign Asset Control (OFAC), and Address Validation. Access the Mekorma Vendor Validation Company Setup window from the Mekorma area…
Select Vouchers Using the Action Board
Using the Mekorma Payment Hub for Payables » Build Batches » Assign Checkbooks for Invoice Selection » Select Vouchers Using the Action Board
To use the Assign by Checkbooks feature when automating the batch building process in the Action Board, you can Select Vouchers by Vendor or Voucher Checkbook ID when you create a Build ID. Create a Build ID with either Select by Vendor Checkbook ID or Select by…
Configure MEM Connector Payables and Transaction Check Formats
Configuring the Mekorma Payment Hub » Set Up MEM Connector » Configure MEM Connector Payables and Transaction Check Formats
Depending on which version of Multi-Entity Management is set up for your organization, you will find the facility fields in either the MEM Decentralized Payables category, or the MEM Centralized Payables category. For transaction checks, you can print entity…
Enroll Vendors
Configuring the Mekorma Payment Hub » Configure Remote Payment Services » Enroll Vendors
With Remote Payment Services, your vendors get to choose their payment type of check, virtual credit card, or ACH. When first implementing the system, the vendors are enrolled by communicating the vendor information to the outsourced provider as follows: Follow…
How to Create a Digital Signature
Preparing for the Mekorma Payment Hub » How to Create a Digital Signature
If you will be using signatures as part of your security settings in Mekorma, you will need to gather all needed signatures and transform them into a digital format. Please watch the video below to view step-by-step instructions, as recommended by Mekorma: Take a…
Issues Fixed
Release Notes for Mekorma Build x98 » Issues Fixed
Issues Fixed in Mekorma x98 (x98.9) released Thursday, October 30, 2025. *IMPORTANT: If you are running a Mekorma customization for a version prior to your current Microsoft Dynamics GP release, please contact Mekorma’s Customer Success Team before upgrading to…
Recommended Printers and Supplies
Preparing for the Mekorma Payment Hub » Recommended Printers and Supplies
Printers for Mekorma Payment Hub Check Printing We recommend that you print Mekorma checks to a dedicated medium – higher quality check printer using blank check stock. The printer should have the following capabilities: Speed of 45 ppm and up Two-tray…
Inquiries and Routines
Using the Mekorma Payment Hub for Payables » Inquiries and Routines
There are a number of ways to make inquiries on payments/batches processed by the outsource provider. Additionally, depending on the status, certain actions will be available to further or complete processing if an issue arises. Some common inquiries will need to be…
Mekorma Quickstart
Configuring the Mekorma Payment Hub » Mekorma Quickstart
The goal of our quickstart is to get you a small win as early as possible and then build on it. Clients purchase Mekorma Payment Hub for check printing and for overall AP automation. With check printing, you can get from 0 to live in 4 steps, shown here. For the full…
Configuring Vendor Validation
Configuring Vendor Validation
You must have a subscription to Payment Hub Core and be on Build x96 or higher to use Mekorma Vendor Validation. You can verify that Vendor Validation is registered in the Mekorma Products Registration window. After Vendor Validation is registered, you must…
Handling Returned Payments When the Vendor Won’t Respond
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » Handling Returned Payments When the Vendor Won’t Respond
Overview From time to time, vendors do not cash their checks. This was written to help a client determine how to handle these returned payments and the differences of handling them in Dynamics GP with and without Remote Payment Services. *Note that this guide…
Print US Payroll Checks and Direct Deposit Remittance
Using Mekorma Payment Hub for US and Canadian Payroll » Print US Payroll Checks and Direct Deposit Remittance
You are ready to print US Payroll checks after the following steps have been completed: Create a US payroll batch using the standard Microsoft Dynamics GP procedures. Build and calculate your checks. To Print: Open the Print Mekorma US Payroll window…
Print Refund Checks
Using the Mekorma Payment Hub for Payables » Miscellaneous Processing Scenarios » Print Refund Checks
To print a refund check with Mekorma Payment Hub, follow the standard GP processes to create the return(s). If you need help configuring refund check formats, please see this page. Open the Mekorma Payment Hub Payables Checks window (Mekorma Area page >…