Administration

  • Roles
  • Votes
  • Panels
  • User details
  • Workflows
  • Alert settings
  • Client and invoice details
  • Bank account settings
  • Alerts
  • Video tutorials

Roles

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    Here are the most popular help topics about roles.

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Votes

  • Find help on approving payments using votes. With votes payment approval, any payments created in Commercial Banking Online must be approved by users who have a Role with voting entitlements before the transactions can proceed.

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    Here are the most popular help topics about Votes.

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Panels

  • Panels explained

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      Here are the most popular help topics about panels.

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    User details

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      Here are the most popular help topics about user details.

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    Workflows

    • Find help on using workflows in Commercial Banking Online. Find those workflow items you need to take action on if you have dual administration set up in Commercial Banking Online. Amend, Approve, reject or cancel a workflow item.

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      Here are the most popular help topics about workflows.

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    Alert settings

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      Here are the most popular help topics about alert settings.

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      Make sure you are prepared for the latest online security scam

    Client and invoice details

    • Find help on viewing your client and invoice details in Commercial Banking Online. View a summary of your organisation’s current service settings, the contact details we have for you and your service invoice details to check we have the right information about you.

    • Client and invoice details explained

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        Here are the most popular help topics about client and invoice details.

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        Make sure you are prepared for the latest online security scam

      Bank account settings

      • Find help on managing your bank account settings in Commercial Banking Online. Change bank account alternative currency settings and add friendly names for your accounts so users can more easily identify them.

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        Here are the most popular help topics about bank account settings.

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        Make sure you are prepared for the latest online security scam

      Alerts

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        Here are the most popular help topics about alerts.

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        Make sure you are prepared for the latest online security scam

      Video tutorials

      • Roles overview 

        An overview of Roles in Commercial Banking Online

        Duration: 01:09

      • Votes overview 

        An overview on using Votes for payment approval in Commercial Banking Online

        Duration: 2:00

      • Creating Roles 

        An overview on creating Roles in Commercial Banking Online

        Duration: 02:16

      • Panels overview 

        An overview on setting-up Panels for payment approval in Commercial Banking Online

        Duration: 3:33

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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.