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.
- Business
- Westpac Live
- FAQs and support
- Westpac Live guides
Accounts
Accessing payment receipts (PDF 243KB)
Accessing Third Party account's (PDF 171KB)
Conduct a transaction search (PDF 162KB)
Exporting a list of Accounts and Groups (PDF 185KB)
Exporting detailed transaction history (PDF 191KB)
Exporting Payees list (PDF 186KB)
Generating an online service fees report (PDF 196KB)
Interest earned and tax summary
Looking up a merchant for a transaction (PDF 261KB)
Setting up Card Autopay for Altitude Business credit cards (PDF 196KB)
Payments
Creating a new payee (PDF 343KB)
Creating a payee group (PDF 178KB)
Creating a payment template (PDF 211KB)
Editing payee details (PDF 227KB)
Making a BPAY payment (PDF 216KB)
Making a Same Day (RTGS) payment (PDF 212KB)
Making a tax payment using Pay Anyone (PDF 220KB)
Making multiple payment (PDF 300KB)
Ordering bank cheque online (PDF 205KB)
Setting up recurring payments (PDF 186KB)
Viewing cheque and deposit slip images online
Giving Users access to view cheque and deposit slip images online
User Administration
Introduction to User Administration (PDF 128KB)
Manage your banking through User Administration (PDF 569KB)
Setting up Permissions and Approvals (PDF 149KB)
Giving User access to new accounts (PDF 215KB)
Assigning and switching security devices (PDF 304KB)
Removing User access (PDF 157KB)
Updating business daily limit (PDF 134KB)
Setting contact & billing account (PDF 115KB)
Setting up approvers for payments (PDF 259KB)
Setting the number of approvals for a payee task (PDF 319KB)
Setting approvers for administration task (PDF 174KB)
Providing User access to an account or multiple accounts (PDF 190KB)
Changing User's Daily payment limit (PDF 267KB)
Security
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
Changing Daily Payment Limit on your Personal Profile (PDF 225KB)
Changing daily transaction withdrawal limit (PDF 161KB)
Temporary card lock (PDF 201KB)
Notifying Westpac when travelling overseas (PDF 165KB)
Ordering spare tokens (PDF 219KB)
Register for Westpac Live
Online banking for business.