Smart Banking Features Overview
Automatic Validation Updates
TOPS [ONE] will automatically send an updated Validation File to your bank every night.
Lockbox Processing FYI- Lockbox File
Payments made by owners will automatically be uploaded into TOPS [ONE] as a lockbox file.
An Imported Lockbox File transaction in the community activity feed
If there is an error with the file, your accountant will receive a task to review the Rejected Lockbox file in your bank's attachment gallery.
Automatic Bank Account Transactions FYI- Automatic Bank Account Transactions
TOPS [ONE] will attempt to reconcile your bank account daily.
If your reconciliation was successful, you will receive a notification letting you know your bank rec has been updated.
Get a live update on any transactions TOPS [ONE] was unable to clear.
Easily find and clear unmatched items by using our Quick Add or Create a feature to create a corresponding transaction.