The validation file is a file that Smartwebs sends to the bank which contains key embedded homeowner information. A bank depends on this file to have the latest homeowner record information. The file is used to associate and match homeowners to the processed data.
For new associations you bring onboard and set up the bank account, follow these steps to add it to the validation file.
- Go to the Gear Icon > Manage > Company > Profile.
- Click the three dots on the bank tile and click Bank Integration Settings.
- Checkbox the box for association.
- Autolockbox
- Positive Pay
- Validation File
- Bank Transactions: Enabling this will pull transactions in under Details in the bank account
- After selecting the boxes, click Update. The validation file will be sent to the bank overnight.
You can verify the association is added to the validation file by selecting the bank under Export Validation File.