Set Up Smart Banking

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Smart Banking- Before you Start...

Smart Banking Overview

 

 

 

After you’ve made sure your banking information is up to date, you will need to add your Smart Banking information into TOPS [ONE]. This information will be provided for you by your bank representative. 

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 Actions then Edit Bank

 

2. Under Smart Banking Settings, click the  icon for the feature you want to enable. 

 

The top of the page is reserved for the Smart Feature Banking Settings.  

3. Enter the requested information

Contact your bank for questions regarding your login information.

Depending on the bank and feature selected, you can be asked for different information than what's shown in the screenshots. 

 

4. Select the Communities to enable this feature by enabling the Enabled toggle. 

You can also click Enable All button to automatically turn this feature on for all of the communities. 

 

5. After you’ve entered your credentials and selected your communities, click Save.  

 

6. Click the bank name on the top left to return to the bank's page.  

 

You will be able to see the enabled Smart Banking Features for that bank

 

 I’ve finished setting up Smart Banking. What Can I expect?

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