Lockbox File Log Tab
The lockbox file log tab holds high level lockbox file information.
To Navigate to the File Log Tab
- On the Utility menu, click SETUP. The Setup Console is displayed.
- In the Setup Console pane, click Interface > Lockbox. The file log tab is displayed.
- On the file log tab, there are several options for working with lockbox files:
- [Import File]: Gives the ability to manually upload files from a local PC. If this option is not displayed and the user needs access to this option, adjustments to the user's security will need to be made. See the Setup > Lockbox Security topic for more information.
- [Refresh]: Click [Refresh] to update the current view of files.
- Filters: Click [Show] or [Hide] to toggle the Search Filters screen.
- Showing Page: The Arrow
icons can be used to navigate through pages of search results.
- First Page
icon.
- Previous Page
icon.
- Next Page
icon.
- Last Page
icon.
- Go to page: Click the Go to page
arrow to open a list of all search results pages. Select the desired page number to open that page of search results.
- Details: Two possible icons can be displayed in this column, the Warning
icon and the Error
icon. Clicking on a Warning
icon will allow the user to correct an exception and continue processing a file by clicking the icon and then clicking Accept. An Error
icon denotes an exception that cannot continue processing.
- File Name: The name of file retrieved from the client.
- File Number: The File Number that uniquely identifies the file.
- Date Generated: The date the file was generated.
- Date Received: The date that the file is received by Nexsure.
- Date Completed: The date that all exceptions within the file are completed.
- Imported By: The name of the person logged on that imported the files. Most files will be downloaded automatically so the Imported By name will be System.
- Status: There are three possible status types:
- Completed: The file has been fully processed.
- Processing: The file has exceptions at the batch or receipt level.
- Error: This message will vary depending on the type of exception. Hold the pointer over the exception Status and a pop-up message will provide detailed information regarding the exception.
- Remove: Permits the removal of the lockbox file.
Lockbox Tab
Lockbox Notifications Tab