Westpac Live guides
To help you get the most from your online banking, we’ve created some helpful how-to guides that explain some key features.
Opening a new Term Deposit online
Rolling over existing Term Deposit online
- Manage, edit or remove existing Users
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Setting up Westpac Live access times for Users
- Updating business daily limit
- Adding a new user
- How to remove a user
- How to manage who has account access
- How to manage permission and approval settings
- How to set up approvals for payments
- Giving User access to new accounts
- How to change a User's daily payment limit
- How to change your business phone number
- How to change your registered business address
- How to set the number of approvals for administration tasks
- How to update your contact and billing account details
- How to set the number of approvals for a payee task
- Updating third party access
- How to add, view and update your registered business email address
- Business Network - how to assign a token to a user
- Business Network – how to switch security devices
- Business Network user - how to activate a token
- How to order a replacement token for expiring or expired tokens
- How to request spare tokens
- How to report a lost or stolen card
- How to lock your card temporarily
- Set up Biz Invoice in 3 easy steps – desktop and mobile
- Manage Biz Invoice set-up settings
- Create a new invoice
- Amend an auto-reconciled invoice
- Manual reconciliation of invoices
- Send a reminder email to customer with invoice
- Re-send an invoice to a customer
- Cancel an invoice
- Create and manage your Customer list
- Create and manage your goods & services list