Helping you use your Commercial Card solutions

To help you get the most out of your Commercial Card services, we have produced a series of video guides which take you through the most frequently used features.

Simply click on the relevant link below to take you to the video guides we currently have available for each service.

Commercial Cards Internet Servicing (CCIS) - our 24 hour online account servicing system

Commercial Cards Internet Servicing Video Guides

Logging into CCIS for the first time	Viewing a card programme in CCIS and adding additional Corporate Card programmes	Viewing and printing Summary Statements	Onboarding new cardholders in CCIS and eliminating the need for paper form completion
Designing your own card in CCIS	Using CCIS to manage cardholder profiles through bespoke settings	Managing spend profiles using Merchant Category Groups in CCIS	View Audit History – access the last 20 events on CCIS

table

Logging into CCIS for the first time	Viewing a card programme in CCIS and adding additional Corporate Card programmes	Viewing and printing Summary Statements	Onboarding new cardholders in CCIS and eliminating the need for paper form completion	Designing your own card in CCIS	Using CCIS to manage cardholder profiles through bespoke settings	Managing spend profiles using Merchant Category Groups in CCIS	View Audit History – access the last 20 events on CCIS

ePay (Visa)

Commercial Cards Internet Servicing Video Guides

Create a virtual card request	Approve a virtual card request

ePay Virtual

ePay Virtual guides

Introduction to ePay Virtual	Creating and approving a Purchase Request	Setting up a supplier
Setting up Custom Data Fields	Setting up Purchase Type	Setting up Purchase Templates
Setting up a user	Setting up Purchase Groups	Generating Reports

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Introduction to ePay Virtual	Creating and approving a Purchase Request	Setting up a supplier	Setting up Custom Data Fields	Setting up Purchase Type	Setting up Purchase Templates	Setting up a user	Setting up Purchase Groups	Generating Reports

Commercial Cards Data Management

ePay Virtual guides

How to log in for the first time	How to log in	How to code a transaction	How to approve a transaction
How to map cards	How to extract a transaction	Reporting

ePay Virtual guides

How to log in for the first time	How to log in	How to code a transaction	How to approve a transaction	How to map cards	How to extract a transaction	Reporting

Visa Commerical Pay

ePay Virtual guides

How to log in for the first time	How to log in	How to raise a card
How to approve a deployment	How to create a report

ePay Virtual guides

How to log in for the first time	How to log in	How to raise a card	How to approve a deployment	How to create a report

If you can’t find the information you are looking for in the video guides, please contact our Customer Services team on 0345 030 6270 or +44 1908 544 059 from abroad (8am to 8pm, Monday to Friday and 9am to 4.30pm Saturdays).

Cashpoint® is a registered UK trademark of Lloyds Bank plc.
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Helping you use your Commercial Card solutions

Commercial Cards Internet Servicing (CCIS) - our 24 hour online account servicing system

ePay (Visa)

ePay Virtual

Commercial Cards Data Management

Visa Commerical Pay

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Existing customers

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