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.


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


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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