Detail pages

A detail page appears when you click on a button or a row in an overview. Most detail pages consist of an entry form, others are only for displaying data. The fields are then grayed out to indicated that they are read-only.

For the entry of data, the typical controls are used, such as input fields, buttons, drop-down lists and checkboxes. In the following paragraphs you will find descriptions of further features of the user interface.

Navigation path

In contrast to the overviews, a navigation path (breadcrumb) is displayed below the heading on all detail pages. The first element of the path is a link, which takes you back to the overview. Any changes made on the detail page are not applied, which corresponds to clicking the Cancel button. On some pages, the second element is provided with an arrow. This allows you to expand a menu, for example in order to select a different payment method during payment recording.

Figure: Navigation path, drop-down list and combobox

Select lists

If given values are available when filling a field, you can select them from a drop-down list or combobox. In case of a combobox, you can also enter a new value. Furthermore, you can find an existing entry by entering a search term. Then the spelling with upper and lower case letters must match the list entries.

Button menu

Buttons marked with an arrow expand a menu when you click on them. This is used, for example, when recording a new payment or for the button More actions, which appears in some overviews.

Figure: Button with expandable menu

Edit

Many detail pages, especially from settings and payments, are opened in view mode so that fields are not changed unintentionally. To be able to make changes, the edit mode must be activated with the Edit button.

File selection

If a file from your computer is required, for example to import it, the button Choose file is used. The name of this button depends on the browser and can also be Browse. A click opens a dialog box provided by the operating system of your computer, e.g. the Explorer for Windows. You can use it to navigate to the desired file and transfer it to BL Banking Web. On the other hand, if you download files from BL Banking Web to your computer, they are usually copied to your download directory. On Windows, this is located in C:\Users\Username\Downloads.

Autocompletion

Some input fields have a so-called autocomplete function. As soon as you start typing characters, a list of entries that match your input, opens below the field. Here it is sufficient to write all characters in lower case.

Figure: Autocompletion of a BIC during payment recording

Tenants

On several detail pages*, there is an additional drop-down list at the top, which can be used to select the tenant. This drop-down list is only available if multiple tenants are set up and the logged-in user is assigned to multiple tenants.

*) Originators, Recipients, SEPA mandates, Automatic exports, Conversions

Figure: Drop-down list for tenants