TOPS [ONE] Release Notes (Version


The TOPS [ONE] development team is adding multiple new additions and updates to the platform today.

As a web-based product, there is no action for users to take. Your system will automatically be updated in the cloud.

Here's what's new:


Smart Banking

'Review Unposted Lockbox' Button

  • When reviewing lockbox batches, you will not see the option to 'Review Unposted Lockbox' whenever there is an unposted batch that needs to be reviewed.



Bank Reconciliation 

'Misc Bank Transaction' Adjustment Option

  • You now have the option of categorizing an adjustment under 'Misc Bank Transaction'. This will also be reflected in General Ledger.


'Add Uncleared Bank Transaction' Label Change

  • This option has now been re-labeled to read, 'Beginning Bank balance' to reflect a more accurate representation of what it does.


Advanced Portal

Board Members in Advanced Portal

  • Within the Advanced Portal, you now have the ability to sync the Board Members over from TOPS [ONE] so that they are also visible within the Portal. This feature is turned off by default and will have to be turned on if desired.


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