Welcome to the TOPS Software Help Center

Sign In to your account

Smart Banking Features Overview

Follow

Related Links 

Set Up Smart Banking

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.

11.jpg

 

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.

12.jpg

Easily find and clear unmatched items by using our Quick Add or Create a feature to create a corresponding transaction.

Was this article helpful?
0 out of 0 found this helpful

Comments