Case study
Lloyds payment files for every block from one Resident export
George & Co Solicitors manage buildings across the UK on Resident, a block management system. Paying suppliers meant creating a separate Lloyds upload file for each block by hand. We designed a desktop tool that turns Resident's supplier-payment export into the files Lloyds needs.
2024
What we built
- One Resident export as the only input
- A Lloyds upload file for each block
- Runs on the desktop alongside Resident
- No hand-built payment files
The challenge
Resident's export for supplier payments did not match what Lloyds' banking system accepts, so staff built an individual payment file for each block before uploading it. Every payment run carried that administrative load, and every hand-built file was a chance for an error in a payment.
What we did
- May 2024 — Resident's supplier-payment export reviewed against Lloyds' upload format
- A desktop conversion tool designed, drawing on our client-money integrations with NatWest, Barclays and Metro Bank
What we built
Staff export supplier payments from Resident once, and the tool generates the Lloyds upload file for each block, ready to submit.
The result
The tool is designed to take hand-built payment files out of every payment run, cutting the administration and the scope for keying errors without changing how George & Co uses Resident.