Switch to Business eStatements
Secure
Your statements are stored securely in Online Banking.
Saves time
Easily share statements with your accountant or bookkeeper (if required).
No paperwork
Reduce clutter and access up to 7 years of statements online.
Available 24/7
Are you eligible?
To enjoy the benefits of eStatements, you will need to:
- Have an eligible business account(s)
- Be registered for Westpac Online Banking
- Have a
valid email address registered to your business in Online Banking
How to switch to eStatements
If you are an Administrator of a business or a Sole Trader, you can manage your business statements online, no need to phone or visit a branch.
If an account is not eligible for eStatements, the paper statement option will be shown.
You can view eStatements for any eligible account that you have access to (including as an authorised third party) in Westpac Online Banking.
For Administrators of a Business network
In the Westpac App
Before trying these instructions make sure you update to the latest version of the app.
- Tap Profile, then tap Settings
- Under Communication, tap Statements
- Select an account and choose eStatement
In Online Banking
- Go to Administration > Business Statement Settings
- For each account you see displayed, choose eStatement
For Sole Traders
In the Westpac App
Before trying these instructions make sure you update to the latest version of the app.
- Tap Profile, then tap Settings
- Under Communication, tap Statements
- Select an account and choose eStatement
In Online Banking
- Go to Service > Preferences
- Under Statements select the account and choose eStatement
What if I have more than one approver for my administration tasks?
If your Online Banking is set up to have more than one Approver to perform administration tasks, any changes to your statement settings will need to be approved by all Administrators on the account(s).
In the Westpac App
Before trying these instructions make sure you update to the latest version of the app.
- Tap Business, then tap Approvals
- Select the Other tasks tab and approve any pending tasks
In Online Banking
- Select the Approval button (near the Sign Out button)
- Select the Administration tab. You’ll see the statement settings waiting approval.
FAQs about switching to eStatements
eStatements are available on most accounts except business loans, closed business accounts and joint business accounts.
eStatements are stored securely within Westpac Online Banking. This means you're protected against mail theft that can be associated with paper statements.
You will receive an email notification when the statement is available in Online Banking, but eStatements will not be sent via email. You will need to sign in to Online Banking from a desktop or mobile to view your eStatements.
eStatements are available for some closed business accounts. If you do not see your statements in Online Banking, you can request past statements through one of our branches (fees may apply). Before closing your account, make sure you save or print any eStatements you might need.
Yes, the eStatement will look the same as your paper statement.
You can view eStatements for any eligible account that you have access to (including as an authorised third party) via Westpac Online Banking.
Yes, you can return to receiving paper statements anytime by managing your statement preferences online, contacting us through the App or Call Customer Care, or visiting your local branch.
Things you should know
This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the terms and conditions at westpac.com.au before making a decision and consider whether the product is appropriate for you. Transaction fees may apply. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.