Powered by Crestwood Associates LLC

LockBox Processing

Save hours of time every week and reduce errors with Lockbox Processing. Upload the latest Lockbox file from your bank and automatically create payments and apply matched invoices.

Obtain your lockbox file from the bank and import it into Acumatica using import scenarios that are customized to fit your distinct requirements. Auto match incoming payments to invoices using the Lockbox application in Acumatica and with the user-friendly screen, any manual adjustments are quick and easy.

Acumatica Certified Application
  • 2021 R1, 2020 R2, 2019 R2
  • Fulfilled by Acumatica
  • Always Current
Industry Served
Cross industries
Benefits for Your Business

Key features

  • Save hours of time
  • Speed up AR process
  • Reduce errors
  • User friendly screen
  • Automate AR
  • Easy filter to find unmatched payments
  • Import lockbox file
  • Automatically create the payments and apply the matched invoices

About Crestwood Associates LLC

Founded in 1998, Crestwood Associates, an Acumatica Gold Certified Partner, 2-time Acumatica Partner of the Year winner with multiple Acumatica awards, brings you simple, yet powerful, add-on products for Acumatica. As the leading Acumatica partner, we developed add-ons to fill the gaps our clients required. Now we are sharing them with you and your clients.

Standing behind our Acumatica add-ons is a team of highly qualified professionals. The Crestwood team has collected an extensive array of Acumatica certifications, as well as complementary industry credentials. Our associates are located around the country, from our headquarters in Schaumburg, IL to satellite offices in Madison, WI, South Bend, IN, Central and South Florida, and Farmington Hills, MI. For more information, visit www.crestwood.com.

Resources

Lockbox Processing Data Sheet

Screenshots

Customer Reviews

Eplin, Lisa
BBJ Linen
MAKES CHECK POSTING A BREEZE!
February 3rd, 2021

Automates check posting, helps with easy applications, reducing time spent manually posting and creating payments.

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