Export Validation File

TOPS [ONE] Version 4.2.4.2

 

Description

The validation file needs to be sent to your bank so they can accept payments and return a lockbox payment file. The following steps will walk you through exporting a validation file.

 

Step By Step

1. Click Portfolio then select Banks. Select the bank you want to pull the file for. 

 

2. Click Actions then Export Validation File 

3. Select the validation file Format 

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. Select the accounts to export a file for.

To select all of the accounts in a community, click the community name. 

 

4. At the top right, click on Export HOA Validation File

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5. The file will download 

 

Note: Click CTRL+J on Google Chrome to see your downloads list 

You can also find the text file in your downloads folder 

 

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