How can I view my entered payments?

All entered payments can be found in the payment overview.

Click on the respective payment for further details relating to that payment.

Filtering/sorting payments

Use the filtering and sorting functions to find a payment:

• Filter according to the debit account, beneficiary/payment reason/booking text or execution date. Click on "More filter criteria" for additional criteria such as payment type, payment status, amount, etc. To apply the filter, click on "Filter".
• Sort the payment overview according to execution date, beneficiary, debit account, etc. by clicking on the respective title in the overview.

Editing, deleting, etc. payments

Click on "Three points" on the right side in the desired payment to open the submenu and do any of the following:

• “View”
• “Edit”
• “Save as template”
• “Copy”
• “Delete”

Please note: When changing or deleting payment orders that have been entered but not yet executed, the following rules apply:

• Payment orders with "Today" as their execution date can be amended or deleted up to 30 minutes after having been entered, until 6 pm on the same day.
• Payment orders with a future execution date can be amended or deleted, until 6 pm on the day before the execution date.
• If the payment order has already been sent from LGT SmartBanking for processing, it can only be amended or deleted by an LGT employee (ZV Payment Services).

Exporting a payment overview

You can export the payment overview as a PDF, in CSV or in Excel. To do so, click on "Three points" on the right side.

You can find your entered payments in "Manage" by selecting "Payment" on the navigation at the bottom. Depending on the payment status you will find your payment in "Incomplete payments", "Pending payments" or "Executed payments". 

• "Incomplete payments": for all payments which require an action from you
• "Pending payments": for all payments which do not need an action from you but are not yet executed
• "Executed payments": for all payments which are already executed

Additionally you have different action options depending on the payment status by selecting the three dots including detailed information. You can search and filter the payment list in "Pending payments" and "Executed payments".

Please note: When changing or deleting payment orders that have been entered but not yet executed, the following rules apply:

• Payment orders with "Today" as their execution date can be amended or deleted up to 30 minutes after having been entered, until 6 pm on the same day.
• Payment orders with a future execution date can be amended or deleted, until 6 pm on the day before the execution date.
• If the payment order has already been sent from LGT SmartBanking for processing, it can only be amended or deleted by an LGT employee (ZV Payment Services).

Depending on the location, different information is displayed on the dashboard.

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