Customer just switched banks and they are not getting a customer name or id. Therefore can't build or bring in files thru GP Lockbox.
Anyone know of another product that could bring these receipts in.
S
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Customer just switched banks and they are not getting a customer name or id. Therefore can't build or bring in files thru GP Lockbox.
Anyone know of another product that could bring these receipts in.
S
*This post is locked for comments
Sue,
Customer Name is not a required field for Lockbox processing. Please take a look at https://support.microsoft.com/en-us/help/858289/fields-you-must-map-when-you-set-up-a-bank-lockbox-file-in-microsoft-d for additional information.
Almas Mahfooz
3
User Group Leader