Why can't I find a receipt source in the lockbox?
Receipt sources are created and assigned to a particular business unit. Lockboxes are created and assigned to a particular lockbox set.
The receipt sources available for use with a given lockbox are limited to the receipt sources created and assigned to the business units that belong to the lockbox set.
To define a receipt source for use with lockbox, use these settings:
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Set Receipt Source Type to Manual.
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Provide both a default Receipt Method and a default Bank Account.
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Set Batch Numbering to Automatic.