With manual lockbox processing the management company receives a file directly from their banking partner. That file is then imported into Smartwebs via a manual lockbox import process.
To import your lockbox in Smartwebs, you’ll first navigate to Accounting > Settings > Import Lockbox.
The import lockbox functionality is at an Association level within Smartwebs, however lockbox files will most often encompass multiple Associations within the file. All associations contained within the file will be processed at the same time.
You will select the Lockbox file format you are uploading. Currently Smartwebs employs three formats for import, most common format is the Smartwebs Standard.
Once the format is selected, you’ll click the upload button then browse to a file or simply drag and drop the file/files into the file upload box.
Once a file has been selected, then click the ‘Import Lockbox File’ button.
At any point you can click on the View Detail button of a lockbox file to see the results.
Each individual line item will have a status of created, posted or failed. If the status is failed, there will be additional information under message.