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Track Payment History with the Audit Log Report
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » Track Payment History with the Audit Log Report
The Audit Log report records the details of posted check/ EFT batches, including the approvers/authorizers of each batch. This feature provides an added layer of security when processing payments with Mekorma. We recommend periodically archiving audit data to prevent…
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…
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…
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…
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…
Security for Transaction Checks
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Security for Transaction Checks
Recommendation: Separation of Duties = Disable Transaction Checks Giving access to the same person to enter an invoice into the system and to cut a payment is a security concern. Best practice recommends separation of duties. For that reason we recommend withholding…
Security for Miscellaneous Checks
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Security for Miscellaneous Checks
How miscellaneous checks are printed depends on the type of security you are using. Print using Mekorma task-based security with approval Print using Mekorma task-based security with automatic signatures (no separate approval) Print without using Mekorma…
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.…
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…
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…
Import Signatures to the Signature Library
Configuring the Mekorma Payment Hub » Configure and Test Your Signatures » Assign Signature Files to Users » Import Signatures to the Signature Library
Start by gathering all signatures needed for your security in a digital format. Files can be the following formats: .bmp, .gif, .jpg and .png. Log in as System Administrator (‘sa’). Open the Mekorma Signature Library window (Mekorma Area Page > Setup >…
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…
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…
Void Remote Payment Batches for a Processing Error
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » Void Remote Payment Batches for a Processing Error
On occasion, a batch may not have successfully processed on the outsource provider’s portal, and will need to be voided. The batch must FIRST be voided in the provider’s portal, then in Dynamics GP. Step 1: Void in your outsource provider’s…
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…
Appendix: Mekorma Remote Payment Services Reporting Tool
Appendix: Mekorma Remote Payment Services Reporting Tool
Remote Payment Services (RPS) allows you to outsource your payments, which maximizes efficiency and reduces your risk. You also can manage vendor payments easily. Use the Mekorma Remote Payment Services (RPS) Reporting Tool to view outstanding checks, unprocessed…
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…
Add Checkbooks for Remote Payments
Configuring the Mekorma Payment Hub » Configure Remote Payment Services » Add Checkbooks for Remote Payments
The Remote Payment Services Configuration window is used to configure checkbooks for outsourcing. Step 1: Checkbook is configured in the ePayment Portal You will need to contact your remote payment service provider and fill out the necessary paperwork. The first…
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…
Find Your Dynamics GP Version
Installing the Mekorma Payment Hub » Find Your Dynamics GP Version
Before downloading Mekorma, you need to know what version of Dynamics GP is running so you can choose the correct Mekorma installer. Here’s how to check: Log in to Dynamics GP. Click on the GP Help ? icon in the top right-hand corner of your…
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…
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…
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…
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 :…
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…
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…
Assign Named Printers to Mekorma Tasks
Configuring the Mekorma Payment Hub » Automate the Selection of Printers » Named Printers with Mekorma Payment Hub » Assign Named Printers to Mekorma Tasks
Once Named Printers have been set up, you can now assign different printers for MICR checks, check copies, overflows, and EFT remittances in the Assign Named Printers window: Log in as System Administrator (‘sa’). Navigate to the Assign Named…
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…
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…
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…
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…
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…
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…
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…
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…
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 >…
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,…
Assign a Checkbook to an Invoice
Using the Mekorma Payment Hub for Payables » Build Batches » Assign Checkbooks for Invoice Selection » Assign a Checkbook to an Invoice
You can assign a checkbook to each invoice when you enter it in the system. This is the method you should use if you have a group of invoices that are each paid by different checkbooks. Configuring Assign by Checkbook explains why you might want to do that. Building…
Named Printers with Mekorma Payment Hub
Configuring the Mekorma Payment Hub » Automate the Selection of Printers » Named Printers with Mekorma Payment Hub
The video below will walk you through the steps necessary to configure Named Printers; or follow the written instructions on the following pages, in the following order: Setup Named Printers Assign Named Printers to Mekorma Tasks
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…
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…
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…
Assign a Checkbook to a Purchase Order
Using the Mekorma Payment Hub for Payables » Build Batches » Assign Checkbooks for Invoice Selection » Assign a Checkbook to a Purchase Order
The Assign by Checkbook feature can also be applied to the Purchase Order (PO) system. A checkbook can be assigned to the original Purchase Order, and that assignment will be carried through to the invoice. The Assign by Checkbook feature must be enabled before any…
Print Payments Using the Web Client
Using the Mekorma Payment Hub for Payables » Miscellaneous Processing Scenarios » Print Payments Using the Web Client
These instructions apply to printing within the Dynamics GP Web Client, assuming the Mekorma Print Client has been installed and the user who needs to print has been granted security access to the Web Client. Open the Print Payments window. Use the look-up to…
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…
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…
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…
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…
Set Up Your Vendor EFT Remit-Tos
Configuring the Mekorma Payment Hub » Set Up for EFT Processing » Set Up Your Vendor EFT Remit-Tos
In Dynamics GP, the way that the system determines whether a vendor’s invoices will be selected for an EFT batch or a check batch is via the remit-to address on each invoice. Note that the remit-to address on the invoice defaults from the remit-to address on the…
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…
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…
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…
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…
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…
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…
Assign a Checkbook to a Payment Batch
Using the Mekorma Payment Hub for Payables » Build Batches » Assign Checkbooks for Invoice Selection » Assign a Checkbook to a Payment Batch
Assigning a checkbook to an entire batch works well if you have a group of invoices that should all be paid by the same checkbook. The Assign by Checkbook feature must be enabled before any assignments can be made. Open the Payables Batch Entry window (Mekorma…
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…
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…
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…
Action Board: Build All Your Batches at Once
Using the Mekorma Payment Hub for Payables » Build Batches » Action Board: Build All Your Batches at Once
The Action Board allows you to build all of your batches with one click of a button. Refer to Action Board Setup prior to building batches from the Action Board. If you are using Mekorma’s Payment Hub Shared Services Multi-Entity solution, you can build batches…
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…
Configure Remote Payment Services
Configuring the Mekorma Payment Hub » Configure Remote Payment Services
Mekorma and your payment outsource provider will handle the initial implementation and configuration of the Remote Payment connector in Dynamics GP. This is necessary as Mekorma needs to implement and test the authentication to the provider’s portal. However,…
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…
Vendor Validation
Introduction to the Mekorma Payment Hub » Vendor Validation
Mekorma Vendor Validation works together with Dynamics GP to save you time on critical Accounts Payable (AP) processes by using validation services to validate different types of vendor data during onboarding and on demand. !Mekorma Vendor Validation requires…
Enable EFT/ Direct Deposit Security
Configuring the Mekorma Payment Hub » Set Up Approvers for Payables » Optional Security Settings » Enable EFT/ Direct Deposit Security
The same security and workflow setups that are applied to your MICR check printing process can be enabled for EFT and Direct Deposit processing. *To open the Mekorma Security Setup window, go to the Mekorma Area Page > Setup > System > Security Setup. Open the…
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…
Print Client for GP Web Client
Installing the Mekorma Payment Hub » Print Client for GP Web Client
!Beginning with release x94, Mekorma support for the Print Client for Microsoft Dynamics GP Web Client will be limited. While the Print Client might work with your system, Mekorma cannot guarantee this, and will not be making any bug fixes or providing any…
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…
Configure Printing and Posting Reports
Configuring the Mekorma Payment Hub » Set Up Action Board » Configure Printing and Posting Reports
There are certain settings that need to be in place to ensure the Action Board’s automated processes are not interrupted. The following steps are required for the Action Board to perform as intended: Automate Printer Selection Automating the printer selection…
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…
Cancel Approval Request
Using the Mekorma Payment Hub for Payables » Approve with Secure Approval Workflow » Cancel Approval Request
Once a request for approval has been sent for a particular batch, that batch will be locked and can no longer be edited. To unlock the batch for editing purposes, the request itself can be canceled. Go to the Mekorma Payment Batch Status List (Mekorma Area Page >…
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…
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…
Apply a Threshold ID to a Checkbook
Configuring the Mekorma Payment Hub » Configure and Test Your Signatures » Apply a Threshold ID to a Checkbook
The final step in setting up signatures is to assign the Threshold ID you created to a checkbook from which you will be paying. Open the Mekorma Checkbook Setup window (Mekorma Area Page > Setup > Purchasing > Mekorma Checkbook Setup). Choose the checkbook to…
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…
Enable EFT Comments and Logos for Check Formats
Configuring the Mekorma Payment Hub » Set Up for EFT Processing » Enable EFT Comments and Logos for Check Formats
*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 configure your remittances for both EFT and Virtual Credit Card payments. For…
Print Blank Checks
Using the Mekorma Payment Hub for Payables » Miscellaneous Processing Scenarios » 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. Blank checks are not posted to the General Ledger when they are printed. To record them, they must be entered later as manual payments.…
Choose Check Formats from the Check Format Library
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Choose Check Formats from the Check Format Library
The Mekorma Checkbook Setup window allows you to select pre-configured check formats for the Purchasing, US Payroll and Canadian Payroll modules. Formats for Dynamics GP Payables and Dynamics GP Financial > Miscellaneous Checks You must select a Primary Check…
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…
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…
Process a Single Payment Batch
Using the Mekorma Payment Hub for Payables » Process Payments » Process a Single Payment Batch
Processing a single AP payment batch within Mekorma Payment Hub is accomplished with the same steps you would use for printing standard Dynamics GP payables batch checks. Mekorma has modified the standard window to enhance the functionality using a Dynamics feature…
Remote Payment Services (Outsource Your Checks)
Introduction to the Mekorma Payment Hub » Remote Payment Services (Outsource Your Checks)
Mekorma Remote Payment Services handles all your vendor payments through this process flow: You send check batches to the service provider. The service provider will send payments on your behalf. Your vendor will get paid the way they want—by check or…
Configure the MICR Line
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Configure the MICR Line
The MICR line is the coded banking information at the bottom of your check which is printed in the E13B MICR font. By printing the MICR line, the Mekorma Payment Hub can provide the capability of printing on blank, rather than pre-printed, checkstock. The video below…
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…
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…
Excluding Vendor Records from Validations
Using Vendor Validation » Excluding Vendor Records from Validations
Sometimes you might want to exclude vendors from validations. This could be due to knowing that vendors are an established institution, such as the IRS, and you are certain they don’t require any validations. If you know these vendors are legitimate, you can…
Payment Inquiry
Using the Mekorma Payment Hub for Payables » Inquiries and Routines » Payment Inquiry
You can view all payments that have been processed by the outsource service within the Remote Payment Services Payments window. Open the Remote Payment Services Payments window (Mekorma Area Page > Routines > Payables > Remote Payment Services Payments) to view all…
Validating Multiple Vendor Records
Using Vendor Validation » Validating and Maintaining Your Vendor Records » Validating Multiple Vendor Records
Before you validate a large number of vendor records, we recommend that you validate a small batch of vendor records, such as 200, to see how long the process takes. Because the vendor validation connects to three different providers (for TIN, OFAC, and address), this…
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…
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…
Additional Checkbook Features
Configuring the Mekorma Payment Hub » Set Up a Checkbook » Additional Checkbook Features
The Mekorma Additional Features window allows you to activate additional options for a checkbook. Open the Mekorma Additional Features window (Mekorma Area Page > Setup > Purchasing > Checkbook Setup > enter a Checkbook ID > click Additional > Additional…
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…
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…