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Viewing Archived Checks

Learn how to see checks in your Lockbox archive.

Step 1:
Log in to online banking.

When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter your ID in the corresponding screen and then click the “Log In” button. Enter your password and click “Continue.”

First Bank homepage with login area highlighted. First Bank Online Banking password screen.

Step 2:
Access dashboard.

From the menu on the left, click “Commercial” and choose “Lockbox” from the dropdown. Then select “Archive” from the menu on the left.

First Bank online banking screen highlighting the First Bank online banking screen highlighting the Lockbox menu item. First Bank online banking screen highlighting the Archive menu item.

Step 3:
Specify search.

Within the Archive, you can search by Batches, Transactions, or Transaction Items by clicking on their respective tabs.

To change your search parameters, click into the box under Date range and choose from the dropdown menu.

Next, in the dropdown under Business unit, make your selection.

Then, click the box under “Payment Channel” to make your selection.

Lastly, click on “Columns” to format your view and select which data to make visible in the archive. Once you’ve made your selections, click “Update table.”

First Bank online banking screen highlighting the Batches tab and the date range selector. First Bank online banking screen highlighting the date range selector and Business Unit dropdown. First Bank online banking screen highlighting the Business Unit dropdown and Payment Channel selector. First Bank online banking screen highlighting the Payment Channel dropdown. First Bank online banking screen showing the interface to manage columns.

Step 4:
View archive images.

On the right, click “View” and choose “All images” from the dropdown.

A notification will pop up letting you know your export is being prepared. Click “Close” to continue.

A number will appear over the bell icon in the top bar of your screen. Click on the bell and select “Download.” This will enable you to see the check.

First Bank online banking screen highlighting the view button and All Images option. First Bank online banking screen showing the Archive preparation modal. First Bank online banking screen highlighting the notification bell and download links. First Bank online banking screen showing an example check image.

Step 5:
View archive transactions.

Click the “Transactions” tab at the top of the page. Select an item from the list below to see transaction details.

First Bank online banking screen highlighting the Transactions tab and search result rows. First Bank online banking screen showing the transaction details.

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Have questions or unsure where to start?

Contact your Treasury Services rep, or one of our support teams below, for help or to schedule personalized demos.

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