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Managing your statement preferences in Westpac Live

As an Administrator, you can manage your statements online.

1.      Hover over Services & Preferences and select User administration

 

2.    When prompted, enter your SMS or token code, then click Authorise.

 

3.      On the User administration page from More Features, click on Business statement preferences

 

4.      For each account, choose the type of statement you would like to receive by selecting either eStatement or Paper statement for that account

Note: The account’s current statement preference will show as selected in purple. If an account is not eligible for eStatements, the paper statement option will be shown. You must also have a valid email address registered for your business to be able to receive eStatements. Please contact your Relationship Manager, visit a branch or call us on 132 142 to confirm your email address.

 

Important

If the business network allows one Administrator to perform administration tasks

  • Changes will be updated when the Administrator makes a statement preference selection.

If the business network requires more than one Administrator to authorise administration tasks

  • Change in statement preference will require approval from the required number of additional Administrators
  • Account will show a blue notification box which informs the Administrator that changes are pending approval

 

Approving Statement Preference Changes

If the business network requires more than one Administrator to perform an administration task, there are two ways to approve statement preference changes.

OPTION A

1.      Click on the banner “Admin task awaiting approval” on the Overview screen.

 

2.      Click on the ‘Administration approvals’ link

 

 

When prompted, enter your SMS or token code

 

3.      Click either Approve or Reject under Requiring action

 

4.      If you chose Approve on the previous page confirm approval by selecting Approve

If you chose Reject on the previous page confirm rejection by selecting Reject

 

5.      Business statement preference change has been successful if approved

 

6.      Confirmation message will then be displayed under Approvals when the approval process is complete

 

OPTION B

 

1.      Click on Approval in the top right hand corner of the Overview page

2.      Then select the Administration tab on the Approvals page

 

3.      Click either Approve or Reject

4.      If you chose Approve on the previous page confirm approval by selecting Approve

If you chose Reject on the previous page confirm rejection by selecting Reject

 

5.      Business statement preference change has been successful if approved

 

6.      Confirmation message will then be displayed under Approvals when the approval process is complete