View a summary

  • On your Accounts and balances home page (select Accounts and balances from your home menu if the page is not already displayed), click the name of the account group whose summary you want to view.

    Accounts and balances summary

    There are four sections available in a summary to help you quickly and effectively monitor your accounts. Edit an Accounts and balances summary to show only those sections you want. You can also change the order they appear on the page.

    • The current balance shows the total balance for the account group as a whole, displayed in the currently selected display currency.

    Display currency

    The current balance will not be available for the account group created for you by Commercial Banking Online if you have more than 100 accounts. A message will be displayed to notify you that the current balance is unavailable.

    You can change the display currency for the summary next to the current balance

    If for any reason one or more of the account balances are unavailable and they haven’t been included in the current balance, a Exclamation Icon will be displayed. Click on Exclamation Icon to view a balance alert

    The balance graph  shows the group total and individual account balances, displayed by account number in a bar chart format so you can see at a glance how accounts are performing against each other in the group.

    Balances graph

    You can use the balance graph to view individual account summaries and check account performance. Use the scroll buttons and zoom to display those parts of the graph that you’re most interested in

    The Featured accounts table shows up to five accounts in the group in which you have a particular interest, for example, those accounts you need to monitor most closely or that are subject to a lot of balance fluctuation that you need to keep track of. If you have not selected any Featured accounts a message will be displayed informing you can select Featured accounts on the Settings page.

    Featured accounts

    Edit the Accounts and balances summary to determine which accounts in the group are featured. You can also create a payment or transfer funds from a featured account. Manage the columns displayed in the table to ensure you only see the account data you’re interested in.

    • The Accounts list table summarises the details of all the selected accounts in the group, including their current balances and any uncleared funds.

    Edit the Accounts and balances summary to determine which accounts are included in the group. You can also create a payment or transfer funds from any account. Manage the columns displayed Manage the columns in the table to ensure you only see the account data you’re interested in.

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Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.