Enabling Lockbox with Bill Pay

Eddie Davis -

FINSYNC is unique in that your company may utilize FINSYNC's Lockbox service to receive paper bills and convert them e-bills (bills that can paid in the bill pay dashboard). Lockbox is designed to help you streamline your financial operations and run a paperless office if you so choose.

Lockbox is an optional, paid service wherein you can use FINSYNC to receive bills and have them automatically scanned and converted into unapproved, e bills ready for payment. (Learn More)



To set up Lockbox for receiving paper bills, follow these steps:

1)  Log in to FINSYNC.

2)  Click the "Settings" button in the top right.

3)  Select "Expenses" from the left side nav.

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4)  On the "Expenses" settings page, find the section labeled "FINSYNC PAY" and change the toggle next to "Enable Lockbox?" to "Yes."

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5)  Your Lockbox address will appear. Give that address to your vendors going forward so that they send your bills to your Lockbox.

All Finished!


You May Also Be Interested In:

For a list of articles related to Expenses, Bills, Payees/Vendors and more (Click Here)

For the complete list of support articles, return to the FINSYNC How-To Guide: (Click Here)


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