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HOW TO MANAGE YOUR BUSINESS STATEMENTS ONLINE

It’s simple to change your business statement preferences in Online Banking or the Westpac App.

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How do I change my business statement preferences?

Sole Trader 

  1. Go to Service > Preferences > Statements 
  2. Select an account to update 
  3. Select eStatement or Paper statement then Save 

 


Business Network 

  1. Go to Administration > Statement settings 
  2. Select eStatement or Paper statement for each account

 


If you can’t see an Administration tab, you’re either not an Administrator or your account is set up as a Sole Trader. 

If your business network only requires one Administrator to perform admin tasks, your statement preference will now be active. If your Online Banking is set up to need more than one approval, the extra Approvers required will need to: 

  1. Sign in to Westpac Online Banking from a desktop 
  2. Select the Approval button near the Sign out button 
  3. Select the Other tasks tab, to see statement settings pending approval.

How do I view statements online?

  1. Go to Overview and select Statements 
  2. Select an account from the drop-down list and select the statement to view. 
     

You can also enter a statement number or a date range of your choosing (of up to 7 years prior). 
 

How do I approve any changes to my business statement preferences?

ONLINE

  1. Select Approval in the top right-hand corner 
  2. Select the Administration tab  
  3. Choose Approve or Reject


Tip: You will know if your Business statement preference change has been successful when you see a confirmation message listed at the top of your screen.

  


FAQs on business statements

You can download a ‘Recent transactions’ report which will show you a list of transactions for an account you choose between the specific dates. Learn more on how to download a Proof of balance or Recent transaction report.

Yes, it is important to keep your email address up to date to ensure we can notify you when your eStatements are available. Learn how to add and update your registered business email address.

Yes, from time to time we may need to contact you by mail. Learn how to update your business address.

You can still view your eStatements in Westpac Online Banking without an email notification letting you know when your statement is ready. If you don’t receive any email notifications, you might want to check your junk mail folder – and check that your registered business email address is correct.

Switch to business eStatements

Enjoy the convenience and security of eStatements.

Learn more