What are the available quick actions?

  • Your Quick actions bar provides you with fast and easy access to those actions you commonly take in Commercial Banking Online. Clicking on an action takes you directly to the screen in Commercial Banking Online where you can take the following actions. There’s a wide variety of actions you can add to your quick actions bar, depending on the Roles currently assigned to you in Commercial Banking Online.


    Payment actions

    Payment actions will only be available to users who have payments and cash management Roles.

    Payment actions - view your payments only

    Clicking on this quick action displays the Payments management screen, filtered to show a list of only your payments.

    Payment actions - view payments needing repair

    Clicking on this quick action displays the Payments management screen, filtered to show a list of only those payments that need repair before they can be submitted for approval.

    Payment actions - create new payments

    Clicking on this quick action displays the Create payment screen, where you can create new payments either from scratch or from an existing payment or payment template.

     

    Back to top

    Payment template actions

    Payment template actions will only be available to users who have payments and cash management Roles.

    Payment template actions - view payment templates screen

    Clicking on this quick action displays the Payment template screen, where you can manage all the payment templates you’re entitled to view, according to the payments and cash management Roles currently assigned to you.

    Payment template action - view your payments
    Clicking on this quick action displays the Payment template screen, filtered to show a list of only your payment templates.

    Payment template action - view payments needing approval

    Clicking on this quick action displays the Payment template screen, filtered to show a list of only those payment templates that need approval.

    Payment template actions - view rejected payments

    Clicking on this quick action displays the Payment template screen, filtered to show a list of only those payment templates that have been rejected.

    Payment template action - create payment template

    Clicking on this quick action displays the Create payment template screen, where you can create new payment templates either from scratch or from an existing payment or payment template.

    Payment template actions - view payment template groups

    Clicking on this quick action displays the Payment template group screen, where you can manage all the payment template groups that allow you to create your organisation’s common or regular payments more efficiently by creating quick entry payments.

     

    Back to top

    Account actions

    Account actions will only be available to users who have administrative Roles.

    Account actions - view bank accounts screen
    Clicking on this quick action displays the Bank accounts screen, where you can view the detailed statements of those accounts that you’re entitled to see, according to the payments and cash management Roles currently assigned to you.

    Account actions - view contact settings

    Clicking on this quick action displays the Bank account contact settings screen, where you can change the bank account contact details in Commercial Banking Online to ensure they’re kept up-to-date.

    Account actions - view bank account filters

    Clicking on this quick action displays the Bank account filters screen, where you can restrict or limit the bank account information that specific user groups can see. This quick action is only available to Administrators.

    Account actions - view Rename bank account screen

    Clicking on this quick action displays the Rename bank account screen, where you can add a friendly name to your organisation’s bank accounts so that those users who are entitled to see those accounts as part of their payments and cash management Roles can identify them. This quick action is only available to Administrators.

    Back to top

    Beneficiary actions

    Beneficiary Library

    Beneficiary actions will only be available to users who have payments and cash management Roles.

    Clicking on this quick action displays the Beneficiary Library screen, where you can manage your organisation’s regularly used payment beneficiaries.

    Back to top

    Alert actions

    Alert actions will only be available to users who have payments and cash management Roles or administrative Roles.

    Alert actions - view alerts screen

    Clicking on this quick action displays the Alerts screen, where you can manage your payments and balance alerts, according to the payments and cash management Roles currently assigned to you.

    Alert actions - view your payment alerts

    Clicking on this quick action displays the Alerts screen, filtered to show a list of only your payment alerts.

    Alert actions - view your balance alerts

    Clicking on this quick action displays the Alerts screen, filtered to show a list of only your balance alerts.

    Alert actions - view email recipients screen

    Clicking on this quick action displays the Email recipients screen, where you can manage the email alert recipients that you want to receive specific payments or balance alerts from Commercial Banking Online. This alert is only available to users with an administrative Role.

    Alert actions - view email group settings

    Clicking on this quick action displays the Email group settings screen, where you can manage the email alert recipient groups you want to receive specific payments or balance alerts from Commercial Banking Online. This alert is only available to users with an administrative Role.

    Alert settings - view email group assignments
    Clicking on this quick action displays the Email group assignments screen, where you can manage the email alert recipients that belong to the email alert recipient groups you want to receive specific payments or balance alerts from Commercial Banking Online. This alert is only available to users with an administrative Role.

    Back to top

    Report actions

    Report actions will only be available to users who have payments and cash management Roles or administrative Roles.

     Report actions - view available payment reports
    Clicking on this quick action displays the Report management screen, filtered to show a list of only the available payment reports.

    Report actions - view available administration reports

    Clicking on this quick action displays the Report management screen, filtered to show a list of only the available administration reports. This alert is only available to Administrators.

    Report actions - view saved report views
    Clicking on this quick action displays the Report management screen, filtered to show a list of only the available saved filtered report views.

    Report actions - export data

    Clicking on this quick action displays the Export report data screen, where you can export all available report data, filtered according to the information in which you are interested.

    Report actions - download data export
     Clicking on this quick action displays the Download data export screen, where you can download the report data that you’ve exported.

    Back to top

    Panel actions

    Panel actions will only be available to users who have payments and cash management Roles or administrative Roles.

    Panel actions - View panel management screen

    Clicking on this quick action displays the Panel management screen, where you can manage all the groups of panels your organisation needs to approve different payment amounts, payment types and payment entry methods.

    Panel actions - view Panel approval types

    Clicking on this quick action displays the Panel Approval types screen, where you can rename the default approver types available to names that are more meaningful to your organisation, ready to be assigned to those users who will be members of your payment approval panels.

    Panel actions - view Panel profile assignments

    Clicking on this quick action displays the Panel profile assignments screen, where you can manage all the panel profile assignments your organisation needs to approve different payment types and payment entry methods.

    Back to top

    Role actions

    Role actions will only be available to users who have Payments and cash management Roles or administrative Roles.

    Role actions - view manage Roles screen
    Clicking on this quick action displays the Manage roles screen, where you can manage the payments and cash management Roles that determine what entitlements users have and what information they can see in Commercial Banking Online around payment creation, management and reporting and accounts and balances management and reporting.

    Back to top

    Service administration actions

    Service administration actions will only be available to users who have payments and cash management Roles or administrative Roles.

    Service admin actions - search users

    Clicking on this quick action displays the Search users screen, where you can perform a basic or advanced search to find the users you want to take action on.

     Service admin actions - search workflow

    Clicking on this quick action displays the Search workflow screen, where you can perform a basic or advanced search to find the workflow items you want to take action on.

    Service admin actions - view company details
    Clicking on this quick action displays the View company details screen, where you can view a summary of your organisation’s current service settings, the contact details we have for your organisation and your service invoice details in Commercial Banking Online. This action will only be available to Primary Administrators.

    Back to top

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

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.