HOW TO MANAGE YOUR BUSINESS STATEMENTS ONLINE

I am here to

Update

View

Approve

How do I change my business statement preferences?

MOBILE
ONLINE

MOBILE

Check which app you have:

New Westpac App

Get the app (min. iOS 13.0.0)

Go to Profile > Settings > Communication
Tap Statements and select an account
Select eStatement or Paper statement

Classic Westpac App

Tap Self serve in the menu bar
Tap eStatement settings and select an account
Tap eStatement or Paper statement then tap Update
You can also update your email address

ONLINE

Sole Trader

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

Manage statements Manage statements

Business Network

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

Manage statements Manage statements

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:

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

MOBILE

Check which app you have:

New Westpac App

Select an account
Scroll down and tap Documents
From the list select Statements and select a statement to view.

Classic Westpac App

In the menu bar, tap Self serve
Under Statements and reports, select Statements
Select an account from the list and select a statement to view.

ONLINE

Go to Overview and select Statements
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).

View statements View statements

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

SOLE TRADERS
ADMINISTRATORS

SOLE TRADERS

MOBILE

Check which app you have:

New Westpac App

Tap on the Smart Search bar and type ‘Approve payments and tasks’
Tap on the task
Tap Approve or Reject.

Classic Westpac App

Tap on the hamburger menu bar
Tap Approvals then tap Admin
Select Approve or Reject.

ONLINE

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

Approve task Approve task

ADMINISTRATORS

ONLINE

Select Approval in the top right-hand corner
Select the Administration tab 
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.

Approve task Approve task

FAQs on business statements

Why can I only see paper statement as an option?

If an account is not eligible for eStatements, the paper statement option will appear. Accounts currently not available for eStatements are business joint accounts, business loans and complex accounts. You must also have a valid email address registered for your business to be able to receive eStatements.

What if I want a statement with specific dates?

Do I need to let Westpac know if I change my email address?

Do I need to let Westpac know if I change my business postal address?

What happens if I don't receive an email notification?

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.

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HOW TO MANAGE YOUR BUSINESS STATEMENTS ONLINE

I am here to

How do I change my business statement preferences?

Check which app you have:

How do I view statements online?

Check which app you have:

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

MOBILE

Check which app you have:

ONLINE

ONLINE

FAQs on business statements

Manage your account

Keep safe and secure

Manage administration tasks

HOW TO MANAGE YOUR BUSINESS STATEMENTS ONLINE

I am here to

How do I change my business statement preferences?

Check which app you have:

How do I view statements online?

Check which app you have:

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

MOBILE

Check which app you have:

ONLINE

FAQs on business statements

Switch to business eStatements

Manage your account

Keep safe and secure

Manage administration tasks