Overview
The Smartwebs validation file is sent to the bank and contains up-to-date homeowner information. Banks rely on this file to associate and match homeowners to processed payment data, making it essential that it reflects the latest homeowner records.
When you onboard a new association and set up its bank account, follow these steps to add it to the validation file.
How to Add an Association to an Existing Bank Validation File
- Go to the Gear Icon > Manage > Company > Profile.
- Click the three dots on the bank tile and click Bank Integration Settings.
- Check the box next to the association's name, then select the applicable integration options:
- Autolockbox
- Positive Pay
- Validation File
- Bank Transactions: Enabling this will pull transactions in under Details in the bank account
- After selecting all applicable checkboxes, click Update. The validation file will be transmitted to the bank overnight.
To verify that the association has been added to the validation file, navigate to Export Validation File and select the bank from the list.