Lockbox ID

Description 

A unique lockbox ID is needed for each bank account used for lockbox processing.   The Lockbox ID is added on the setup screen for each bank account.  This 1-10-character, an alphanumeric identifier is provided by your bank. 

The lockbox ID will be used when processing lockbox files, and on export coupons & statements.

 

This article will go over how to find and edit the Lockbox ID in a bank account. 

 

In this Article 

View Lockbox ID 

Edit Lockbox ID 

 

 

View a Bank Account Lockbox ID

1. Locate the Bank Account to Edit. 

1a. To see the bank accounts assigned to a community, go to the Community Profile Page

i. Click Portfolio then Community, select the community to go to. Under Bank Accounts, click the name under Account.

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1b. To see the bank accounts assigned to a bank, go to the Bank Profile Page

ii. Click Portfolio then Bank, select the community to go to. Under Bank Accounts, click the name under Account.

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This will open the Bank Account Profile Page. 

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Edit Lockbox ID 

1. Once on the bank account page, click Actions then Edit Account 

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2. Update the Lockbox ID

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3. Once all the changes have been made, click Save. 

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If successful, the following message will appear at the bottom of the screen.

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