How to use Commercial Banking Online – Video Guides

  • These short videos show you how to make the most of Commercial Banking Online.


  • Inter-Account Transfer


  • Inter-Account Transfer [02:29]
  • Different ways to transfer money between your accounts.

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  • BACS Payments

  • BACS Payments [02:06]
  • How to make BACS payments, including to multiple beneficiaries.

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  • Cross Currency Payments

  • Cross-Currency Payments [03:16]
  • Make International Payments and how to get an exchange rate.

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  • Create a Payment

  • Create a Payment [02:17]
  • Learn how to create a payment.

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  • Payment Templates

  • Payment Templates [03:08]
  • Set up and make payments from a payment template.

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  • Payment Management

  • Payment Management [02:19]
  • How to review, manage and approve payments.

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  • Importing Payments

  • Importing Payments [02:46]
  • Import payment templates from other software packages.

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  • Administration & Reporting

  • Roles overview

  • Roles overview [01:08]
  • A quick guide to roles in Commercial Banking Online.

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  • Exporting Data

  • Exporting Data [01:15]
  • Export transaction data for use in other software packages.

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  • Setting Up roles

  • Setting Up roles [04:05]
  • How to set up roles and assign a role to a user.     

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  • Votes Overview

  • Votes Overview [01:59]
  • How to use votes for approving payments.

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  • Running Reports

  • Running Reports [02:21]
  • How to find and view reports to view account information.

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  • Panels Overview

  • Panels Overview [03:33]
  • How to use panels for approving payments.

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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.

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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.