CA LockBox Processing

Lockbox Processing for Acumatica

Eliminate manual entry with a native Acumatica add-on that imports bank lockbox files, applies payments to open invoices, and reconciles deposits in minutes.

Automate Bank Payment Imports and Save Hours of Manual Work

Manually applying customer payments from bank lockbox files is time-consuming, error-prone, and frustrating. Crestwood’s Lockbox Processing for Acumatica automates the process—importing files from your bank, applying payments to open invoices, and reconciling deposits within seconds.

 

Natively built within Acumatica, this tool eliminates the need for customizations or third-party middleware. Your team saves time, reduces errors, and accelerates cash application—all from one familiar screen.

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Why Choose Lockbox Processing

Automate Complex Payouts, Eliminate Manual Errors, and Motivate Your Sales Team—All Within Acumatica

Features

  • Fully embedded in Acumatica – No third-party tools or external integrations needed. Everything lives natively within your ERP.
  • Automated payment matching – Automatically match payments from bank lockbox files to open customer invoices, saving time and reducing errors.
  • Flexible import tools – Upload standard bank-provided lockbox files (CSV, TXT, etc.) and map them to Acumatica fields.
  • Batch processing – Process and apply large volumes of payments in one streamlined step.
  • Unapplied payment handling – Automatically create unapplied payment records when matches aren’t found—no data loss.
  • Audit trail visibility – Track every payment and invoice match with full transparency and historical reporting.
  • Multi-company & branch support – Apply lockbox files across multiple entities, with accurate allocation per branch or company.
  • Error handling & validation – Flag unmatched records or formatting issues for review before posting.
  • Seamless cash application – Create and apply customer payments directly from uploaded lockbox files.

Streamline Payment Processing Today​

Talk with a Crestwood expert to see how Lockbox Processing for Acumatica can eliminate manual steps, reduce errors, and accelerate your cash application. Book a demo with our team below.

Become a Crestwood Add-On Partner

Expand Your Portfolio. Boost Client Value.

Are you a VAR looking to enhance your ERP offerings? Join the Crestwood Partner Program and gain access to our trusted Acumatica and Dynamics enhancements—built to deliver real impact.

  • Demo licenses
  • Sales enablement tools
  • Priority technical support
  • Partner-exclusive resources

 

Bring more value to your clients – without reinventing the wheel.

Add On Partner