Lockbox Errant Transactions

Gotransverse automatically verifies all required fields when processing transactions. If any of the required fields are missing or no matching fields are found, those transactions are listed in the Unknown Transactions section in the Transactions window.

Complete the following steps to enable posting of erred lockbox transactions:

Take note of the transaction’s ID before changing the Transaction Type. If you know the ID, you can then easily find it in the AR Transactions section by filtering the table by ID. Refer to Filter or Export Transactions Table for more information on how to filter any data table in the Transactions window.

  1. Edit the transaction to change the Transaction Type to check - Check Payment. The transaction will then be listed in the AR Transactions section with a Type of Cash In. Refer to Change Transaction Type of a Transaction for more information.

  2. In the AR Transactions section, select Edit Payment to update your payment record, as needed. Refer to Manually Edit and Match Transaction for more information.

  3. In the AR Transactions section, select Post Transaction or, if applicable, Split Transaction. Refer to Post AR or Non-AR Transaction or Split Parent Transaction for more information.

 

 

 

Topic updated: 10/2024.