To select a Lockbox entry and view detailed information

  1. On the CitiDirect navigation bar, click Maintenance, and then click Lockbox Data Entry.  The Lockbox Account Summary Form appears.

  2. Click the View Tab, which lists all lockbox account entries with an "Input," "Processed," or "Deleted" status.  Note:  If there are no lockbox entries with an Input status, the Input/Modify summary list is empty.  All lockbox entries listed on the View Tab are "read-only," regardless of status.

  3. Select the lockbox account entry for which you want to view detailed information.

  4. Click Go to Details.  The details of the first selected lockbox account entry appear on the Lockbox Data Entry Details Form.

  5. To view lockbox details, select the item in the Lockbox Summary list box and click Details.  The Lockbox Details Dialog box appears.  Review the details and click Close to close the dialog box.

  6. If multiple entries were selected, click Next to view detailed information for the next selected entry.  Note:  When the detail form contains the details of the last selected entry, click Next to return to the summary form.

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