Lockbox Online has many enhancements to make your job easier.
- Transaction images will display on the same page rather than a pop-up window. Scroll to view the transaction images rather than clicking to navigate through the images.
- You can download data in Excel or CSV format, or choose a PDF that can include images.
- Create custom reports and searches, along with the option to save them for future use.
- Customize your view.
- If you post transactions from the system, you can mark transactions complete as they are posted.
- Add notes to a transaction or assign transactions to users.
- Data-entered keyed fields are on the same page with the transaction images.
- Data fields are presented with more descriptive field names.