Smart Banking Features Overview

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Smart Banking 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.

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