Tools & Resources
Overview Tour
Lockbox Reporting
The Report tab is a detailed view of lockbox activity for the current day or historically for up to 7 years. Filter buttons allow searching by date and / or individual lockboxes.
Lockbox Detail Report
Filter lockbox report by date and / or lockbox.
Lockbox Detail Report
View detailed lockbox transactions grouped by date, totaled by lockbox, sub-totaled by batch, and ordered by transaction sequence number.
Lockbox Detail Report
Images are linked directly from the report. Select All Images to view all items in the transaction or select the 'camera' icon for a specific check or invoice / remittance.
Lockbox Detail Report
Collapse and / or expand your view of sub-total vs. detail information.
Lockbox Detail Report
Select the Download button to download reports.
