What is the process to email EFT remittances using the Mekorma Action Board?

March 26, 2023 Action Board, EFT 213

If the Action Board user cannot send EFT Remittances, ensure the following:

1, EFT Remittances are configured at the Mekorma Action Board Options window:  Mekorma>Transactions>Mekorma Action Board Setup>Options:  Choose options in the EFT & SafePay section

2. At the Mekorma Checkbook setup window EFT options are set to Check Face or EFT Remittance format for the Action Board to process:  GP>Tools>Setup>Purchasing>Mekorma MICR> Checkbook Setup

 

For more information on this topic:  https://userguide.mekorma.com/mymanual/x88/en/topic/efts-with-action-board