Corporate Banking only clients
Barclays’ iPortal Payments - New Functionality
What functionality will this provide?
A new and more dynamic UK Domestic and Urgent International payment journey, where users can seamlessly create and approve payments within Barclays iPortal.
The ability to View and Manage payments created in Barclays iPortal and Barclays.Net, with a new payment timeline displaying each stage of a payments journey.
Make a payment via the following payment types:
- UK Same Day Payment (CHAPS)
- UK Three Day Payment (BACs)1
- UK Faster / Fast Next-day Payment1
- Urgent/ Currency International Payment
- SEPA Credit Transfers
- Same currency Inter-Account Transfers between UK based accounts.
1multiple beneficiaries can be paid on a single payment.
Approve payments made via Barclays iPortal and Barclays.Net.
View payment details including being able to Track and Trace International Payments sent via Swift.
Swift Track and Trace
SWIFT GPI is a set of initiatives led by SWIFT to improve the handling of cross-border payments. By using a Unique End-to-End Tracking Reference (UETR), we can provide a detailed tracking and tracing functionality for International Payments:
- Within View and Manage payments in Barclays iPortal, users can Track and Trace International Payments made via the Swift Network
- Users can use Track and Trace for payments made via Barclays iPortal, Barclays.Net, File Gateway and Swift for Corporates.
Balance and Transaction Reporting
- Barclays iPortal access to UK account and European account balances and transactions
- The ability to view UK GBP account overdraft and overdrawn positions.
We are continuing to develop functionality and in future phases of rollout additional services will be added such as; SEPA Credit Transfers, Import Payments and UK based currency account reporting.
Can I view my account balances or statements in Barclays iPortal?
Yes - you can view both account balances and statements in Barclays iPortal.
The new features allow you to export a list of transactions from the View Accounts screen.
Please read our Barclays iPortal View Accounts Guide PDF† for further information.
Accessing Barclays iPortal
How do I get access to Barclays iPortal?
Users can log-in to Barclays iPortal via the below URL:
https://iportal.barclays.com/olb/portalauth/login.do#/showdevice
Users should use their existing Digital Channels Smartcard or Sim-card and device reader.
Please check that the URL is added to trusted sites.
How do my staff get access to this?
System Administrators can add users to Digital Channels via Barclays iPortal.
If you are set up for dual administration a second administrator will need to authorise user creation.
Within 3-5 days of creation, the Security Contact will then be sent the Smartcard or Sim-card and the user will be sent their default pin number. The administrators can then activate the device within Barclays iPortal.
Who can support me with access/ admin queries?
Your dedicated Client Service team can support with all access and admin queries.
For further information, please visit the Digital Channels Help Centre.
What happens if my existing Device Reader becomes faulty?
System Administrators can order new Device Readers via the Administration tab in Barclays iPortal.
Administrators can also order a replacement smartcard / sim-card for a user via the Administration tab..
Please visit the Digital Channels Help Centre FAQ’s for more information around logging in to Digital Channels.
Making a Payment
> How do I make a payment in Barclays iPortal?
> Will all payment types be available in Barclays iPortal?
> Have my limits been transferred over?
> Are payment authorisation processes the same?
> Can I import a payment file?
> Can I use my existing beneficiaries?
> Can I track my payments?
> I’ve recently added a new user and they don’t have access to the new payment capabilities in Barclays iPortal?
> Can I edit a beneficiary in this list?
> Why can’t I select multiple beneficiaries?
> What do the account name validation statuses mean?
> Why do I need to input a beneficiary address?
> Why is my desired payment type not available?
> Why aren’t templates available in iPortal?
> Why does the account name differ from Barclays.Net?
> Where can I make my confidential payments?
How do I make a payment in Barclays iPortal?
If you already have access to initiate payments via Digital Channels you can initiate a payment from Barclays iPortal via the Accounts > Make a Payment tab.
For further information, please read our Barclays iPortal Make a Payment guide PDF†.
Will all payment types be available in Barclays iPortal?
The following payment types are available in Barclays iPortal:
- UK Same Day Payment (CHAPS)
- UK Three Day Payment (BACs)1
- UK Faster / Fast Next-day Payment1
- Urgent/ Currency International Payment
- SEPA Credit Transfers
- Same currency Inter-Account Transfers between UK based accounts.
1multiple beneficiaries can be paid on a single payment
I’ve recently added a new user and they don’t have access to the new payment capabilities in Barclays iPortal?
System Administrators will need to ensure the user has Payment Role Profile(s) assigned in Barclays iPortal. The default Role Profiles (shown below) will grant users access to the ‘View and Manage Payments’ and ‘Make a Payment’ menu links within Barclays iPortal.
- Default - Payments All – provides access to ‘View and manage payments’ and ‘Make a payment’ menu links in Barclays iPortal.
- Default - Payments Input – provides access to ‘View and manage payments’ and ‘Make a payment’ menu links in Barclays iPortal.
- Default - Payments Authorise – provides access to ‘View and manage payments’ menu link in Barclays iPortal.
- Default - Payments View – provides access to ‘View and manage payments’ menu link in Barclays iPortal.
System Administrators will also need to ensure that entitlement restrictions are assigned to the user within Barclays.Net via the Role Profile Association screen.
Why do I need to input a beneficiary address?
Beneficiary address will either be optional or mandatory for non UK based beneficiaries depending on the country of the beneficiary bank. If it is mandatory, then it is because payments to that country require a beneficiary address which is becoming increasingly popular.
Why aren’t templates available in iPortal?
The payment journey on Barclays iPortal is fundamentally different to the payment journey on Barclays.Net and therefore the current solution of using payment templates to store/manage beneficiaries would not work in the same way on Barclays iPortal. We have the ability to display the beneficiary details for all beneficiaries you have paid within the last 12 months to avoid the need for you to remember or re-key these details and we are working on a number of enhancements.
Where can I make my confidential payments?
The ability to make confidential payments in Barclays iPortal is in development so at present you should continue to make confidential payments via Barclays.Net.
The beneficiary list in Barclays iPortal shows the details of beneficiaries paid within the last 12 months from both Barclays iPortal and Barclays.Net. This means beneficiaries paid via a confidential payment in Barclays.Net will also show in the Barclays iPortal beneficiary list however this only displays Beneficiary Name, Sort Code and Account number, users will not see any information relating to completed confidential payments. Systems Administrators can remove the ‘Default–Payments-Input’ role within iPortal if they do not wish any users to view any of these beneficiary details
Balance and Transaction Reporting
> How do I view my balance?
> How do I view my statements?
> What reports are available in Barclays iPortal?
> I’ve recently added a new user and they are unable to view account information (Balances and Transactions) within Barclays iPortal?
> Why is the balance different in iPortal versus Barclays.Net?
How do I view my balance?
Clients can view a consolidated balance of their UK based GBP accounts on the Barclays iPortal Homepage. Client cans also view balance and transaction information by clicking on Accounts > View Accounts to view further information.
Please refer to the View Accounts Guide PDF† hosted on our Help Centre page for information on how to view your balance.
How do I view my statements?
Please refer to the View Accounts Guide PDF† hosted on our Help Centre page for information on how to view your balance.
What reports are available in Barclays iPortal?
For further information on the functionality available in Barclays iPortal please refer to the Functionality Fact Sheet PDF†.
I’ve recently added a new user and they are unable to view account information (Balances and Transactions) within Barclays iPortal?
System Administrators will need to ensure the user has the ‘Default - View Accounts’ Role Profile assigned in Barclays iPortal. This will grant the user access to the Portfolio Widget on the iPortal homepage and the ‘View Accounts’ menu link.
System Administrators will also need to ensure that entitlement restrictions are assigned to the user within Barclays.Net via the Role Profile Association screen.
Why is the balance different in iPortal versus Barclays.Net?
The type of balance may be different (see definitions in the user guide PDF†). For example, available balance vs cleared for fate. Additionally, some transactions may show in one system before the other.
Support and Guidance
Where can I access further support and information on Barclays Digital Channels?
The Digital Channel Help Centre is equipped with a host of useful information and support.
Costs
Barclays iPortal Redirection
Can I still access Barclays.Net from Barclays iPortal?
We would encourage all users to use the available payment and reporting features in Barclays iPortal where at all possible but you will still be able to access Barclays.Net from the single sign on link in the top right of the iPortal navigation menu.
Why am I being redirected to iPortal when I log into Barclays.Net?
We are redirecting our services for a number of reasons. Primarily, Barclays iPortal is home to our new digital solutions and all our latest news and updates. It also offers a range of self-service options, from ordering stationery, e-billing, cancelling cheques, amending regular payments and helpful alerts.
We have also been making significant improvements to Barclays iPortal, with some great new payment and reporting features now available that have been designed to improve your online banking experience. You will still be able to access Barclays.Net via the single sign on link located in the top right of the iPortal navigation bar. Here you will have access to your existing payment and reporting functionality and you can continue to utilise the services in Barclays.Net that are not yet available in iPortal. With the redirection we are encouraging you to log in via Barclays iPortal to have full visibility of what’s available to you, as we plan to further enhance the features available in iPortal throughout 2022.
In future all users should access the Barclays iPortal homepage as their main log in for all digital services. Please add the Barclays iPortal URL (https://iportal.barclays.com) as a trusted site.
Guidance on how to do this can be found in our Digital Channels Help Centre.
Return to the main Payments and Reporting support page: