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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

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You will see the Smart Banking Feature your bank provides.

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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.

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3. After you’ve entered your credentials, click Save. 

Your enabled features will have a check mark.

 

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

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