Set Up Smart BankingFollow
After you’ve made sure your banking information is up to date, you will need to add your Smart Banking information into TOPS [ONE].
Depending on your bank, they will offer different services.
The available services for Smart Banking are
• Automatic Validation Updates
• Lockbox Processing
• Automatic Bank Account Transactions
1. On your Bank Page, Click Edit in Smart Banking Features
You will see the Smart Banking Feature your bank provides.
2. Enable the feature by clicking the toggle. You will be asked to enter information to validate your account.
Contact your bank for questions regarding your validation information.
3. After you’ve entered your credentials, click Save.
Your enabled features will have a check mark.