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      1. Modulr User Guides
      2. Using Accounts Payable
      3. Banks

      How to connect a Lloyds Bank Commercial account to Modulr Accounts Payable

      Enable Open Banking data sharing within Lloyds Commercial Banking Online before you can connect your chosen account to Accounts Payable.

      Enable Open Banking data sharing

      You must enable Open Banking data sharing within Commercial Banking Online before you can connect your chosen account to Accounts Payable. You’ll need to be an administrator in Commercial Banking Online to do this.

      To complete this process, please ensure that you have your card and reader available.

      1. Create or modify a role to use Open Banking

      If you want to add your business accounts to Open Banking, you need to create a new role or modify an existing one with Open Banking options enabled.

      You can do this by following the instructions provided on the CBO support page: https://cbosupport.lloydsbank.com/how-to-use-cbo/open-banking/article/how-to-give-a-user-open-banking-access

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      2. Approve the role

      Once the role has been created, it must be approved.

      Further instructions can be found below and on the Support Centre: https://cbosupport.lloydsbank.com/how-to-use-cbo/open-banking

      Role maintenance in Commercial Banking Online

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      Approve the Client ID that the role is associated with.

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      3. Connect to Modulr Accounts Payable

      Follow the onscreen instructions on the Accounts page selecting Lloyds Bank (Business)