Action Board

Action Board was designed with simplicity in mind. The configuration process is straightforward, allowing you to get started quickly. The steps to getting started building payment batches in Action Board are:

• Enable Action Board for your selected companies
• Create your first Build ID
• Create your first Process Template
  

Build IDs

The backbone of your payment processes, Build IDs define criteria on selecting purchase invoices to pay. Establish parameters such as date ranges, vendor ranges, and dollar amounts to create the specific payment batch(es) you need.

Action Board leverages the Suggest Vendor Payments feature in Business Central to build payment batches efficiently. This automates the selection of vendor invoices for payment using flexible criteria like due dates, discounts, and vendor ranges.

Mekorma Best Practice: If you use consistent vendor numbering systems across multiple companies, you can align these vendor ranges with your Build IDs to streamline workflows. Vendor ranges also provide flexibility, allowing you to group payments by type, region, or other categories, making it easy to adapt payment batches to meet your specific business needs.

Process Templates

The Process Template defines how you are going to pay your purchase invoices selected by linked Build IDs. Select the payment attributes and Build IDs you wish to include in each template. You can insert multiple Build IDs from various companies, enabling easy cross-company payment processing.

Begin Using Action Board

Once your companies are enabled and your Build IDs and Process Templates are established, you are ready to build payment batches using Action Board. There’s no need to create them all at once, you can add more to your catalog as necessary.

*If there is trouble using Action Board, you may need to establish permission sets for each user. Review your Business Central permissions.

Creating your Build IDs and Process Templates is the first step to creating payment batches in Action Board; posting batches in Action Board requires no additional configuration.

Multi-Company Integration

Action Board works with Multi-Entity Management (MEM) by Binary Stream®, allowing you to create and process payments for all your entities. If you have a MEM-enabled company and bank account selected while creating a Build ID or Process Template, you will be able to specify entity information. For those using MEM, it is essential to have it configured before you process payments with Action Board, otherwise the system will not behave as expected.