Smart Banking- View Lockbox files posted by Bank

Description

These instructions will help guide you through the process of viewing lockbox transaction posted by the Smart Banking module

 

Step By Step 


1. In the navigation pane, click Bank and select the Bank you want to work on. 

(Note: The lockbox file will also be in your Community activity feed) 



 On your Banks activity feed, you will see a transaction labeled Cash Receipts- Lockbox



2. Click the transaction number (AR-5979 in this case) to review the transaction. 




Repeat the process for each posted file you want to view.

 

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