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Getting business ready for the New Year

Are you and your business ready for the year ahead? Here are some handy tips on how Westpac Live can help you and your business get ready.

If you use Westpac Live for Business

It’s simple to do this for your eligible accounts in Westpac Live:

  1. In the Overview page, click on the account you wish to obtain interest details about
  2. Under the Account actions menu, click on See full account details
  3. Click on Interest.

 

This is a good time to review your payees and payee groups. You just:

  1. Go to Payments select Payees & BPAY® billers
  2. Click on Manage Groups at the top (drop down menu)
  3. Select the group you would like to review and make changes if required.

It's a good time to review each of your User's permissions (e.g. access levels, features available):

  1. Go to Services & preferences > User administration
  2. Click on the name of the User
  3. Review their permissions and make any changes if required.

Have you checked your recurring payments lately? If you need to make updates go to:  

  1. In the Payments page, click on Recurring payments
  2. Review your recurring payments and make any changes if required.

 

You can nickname your accounts or hide accounts for extra privacy as follows:

  1. Under the Services & Preferences tab select Preferences
  2. From the list select Accounts
  3. Choose the account you wish to nickname
  4. Complete the nickname field
  5. Select the check box if you wish to hide this account from your Overview screen
  6. Click Save.

If you use Westpac Live for Personal

Switch to eStatements to access your statements securely. We’ll notify you by email when your statement is ready to be viewed.

 

It’s simple to do this for your eligible accounts in Westpac Live:

  1. In the Overview page, click on the account you wish to obtain interest details about
  2. Under the Account actions menu, click on See full account details
  3. Click on Interest.

Have you checked your recurring payments lately? If you need to make updates go to:  

  1. In the Payments page, click on Recurring payments
  2. Review your recurring payments and make any changes if required.

 

You can nickname your accounts or hide accounts for extra privacy as follows:

  1. Under the Services & Preferences tab select Preferences
  2. From the list select Accounts
  3. Choose the account you wish to nickname
  4. Complete the nickname field
  5. Select the check box if you wish to hide this account from your Overview screen
  6. Click Save.
Things you should know