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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].

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.




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

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