I want to manage payment template filters

  • To apply a quick filter to a templates list based on a template value:

    1. Select the value type’s name in the top right of the templates list.

    2. Select the filter’s operator from the drop-down list now displayed.

    3. Enter the filter value in the field now displayed.


    4. Click Go to apply the filter to the templates list.

  • To apply an advanced filter:

    1. Click Advanced to display the Filtering Templates screen.

    2. Click + next to the type of template value you want to filter on, then, depending on the type of value you’re using to filter, tick the box next to each value you want to include in the filter or select a value operator and enter a filter value.

    3. When you’re ready to apply your advanced filter, click View Results.

    If you want to remove any filter you’ve applied to the Payment Templates screen, click Clear Filter.

How helpful is the information on this page?

Important legal information

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: 0207 626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under Registration Number 119278.

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.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com