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How do I establish a new Corporate Online user?

Corporate Online users that do not require access to Administration are created in Corporate Online by your organisation's Corporate Online Administrators.

There is no paperwork required when establishing a new Corporate Online user.

The new user will generally receive their Corporate Online login details by mail approximately five business days after their profile is fully authorised online by your organisation's Administrator(s).

How do I establish a new Corporate Online Administrator, upgrade an existing User to Administrator or downgrade an Administrator to a User?

Please complete theCorporate Online Administrator Establishment/Amendment Form (PDF 450KB) form to establish a new Corporate Online Administrator where you are establishing an Administrator who does not already have access into Corporate Online.

The above form will also be used when upgrading an existing user to Administrator or downgrading an Administrator to a User.

All Administrators will need to be fully identified by Westpac before we can provide access to Administration. This is easily completed by visiting a nearby Westpac branch, or using the certified copy method as noted below.

Certified Copy

A certified copy means an identification document that has been certified as a true and correct copy of an original document by an approved certifier (refer below for approved certifiers).

Guidance Document for Customers

The document below has been prepared for customers to provide guidance on the process for certifying identification documents. This document is for Australian registered/resident customers only.  Customers registered/residing overseas must refer to the applicable Certified Copy Certificate for instructions.  


 Certified Copy Certificate - Individuals (PDF 164KB)

WIB Customer Guidance on Certifying ID Documents (PDF 24KB)

The approved certifier must certify that the photocopy is a true and correct copy of the original by writing on and signing the photocopy as follows:
 
I, [full name of approved certifier], a/an [select appropriate from list of approved persons below], certify that this [name of document] is a true and correct copy of the original. [Signature and date]
 
Example:
I, John Citizen, a Justice of the Peace, certify that this Trust Deed is a true and correct copy of the original.
John Citizen
1/1/2012

Approved Certifiers

The following persons are approved by the Bank to certify identification documents:

  1. A person who is enrolled on the Roll of the Supreme Court of a State or Territory, or the High Court of Australia, as a legal practitioner (however described)
  2. A judge of a court
  3. A magistrate
  4. A chief executive officer of a Commonwealth Court
  5. A registrar or deputy registrar of a court
  6. A Justice of the Peace
  7. A notary public (for the purposes of the Statutory Declaration Regulations 1993)
  8. A police officer
  9. An agent of the Australian Postal Corporation who is in charge of an office supplying postal services to the public
  10. A permanent employee of the Australian Postal corporation with 2 or more years of continuous service who is employed in an office supplying postal services to the public
  11. An Australian consular officer or an Australian diplomatic officer (within the meaning of the Consular Fees Act 1955)
  12. A bank or building society officer with 2 or more continuous years of service
  13. A finance company officer with 2 or more continuous years of service
  14. An officer with, or authorised representative of, a holder of an Australian financial services license, having 2 or more continuous years of service with one or more licensees
  15. A member of the Institute of Chartered Accountants in Australia, CPA Australia or the National Institute of Accountants with 2 or more years of continuous membership
  16. A Commissioner for Declarations
  17. A Commissioner for Affidavits.

How do I add a new Westpac (Australia) account to Corporate Online?

Westpac Australia accounts that are owned by your organisation can be added to your Corporate Online profile.

To do this, you will need to:

  1. Sign into Corporate Online
  2. From the administration Menu, Select Manage > Accounts
  3. Click Add accounts held with Westpac Australia.
  4. Enter the details of up to five accounts, then click continue.


The task will then need to be authorised by the required number of Corporate Online Administrators. Corporate Online will produce a form for accounts that are considered third party for appropriate sign off and return to Westpac.

Third party accounts or services are owned by an organisation that is different to the organisation that 'owns' your Corporate Online facility (eg a subsidiary).

How do I add or delete a Service to Corporate Online?

If your organisation needs to add the following onto Corporate Online, then please complete and return theCorporate Online Organisation Amendment (PDF 338KB) form:

  • Receipts (DERPS, Inward Dishonours, EFTPOS, BPAY, Locked Box, Commercial Cards)
  • Import service (Commercial Cards, Direct Entry, PPS).


The Corporate Online Third Party Access Authority (PDF 370KB) form should be completed and returned when the account or service being added to your Corporate Online profile is owned by a different legal entity (often recognised by a different ABN/ACN).

Please contact your Client Enquiry Manager if you require assistance with any of the above.

How do I establish recurring payments?

Recurring payment are payments that are established and managed in Corporate Online to be processed automatically at regular intervals. These payments are managed by you within the Payments application of Corporate Online. Information on establishing and managing recurring payments can be found on Corporate Online, or by calling the Corporate Online Help Desk: Phone 1300 134 291.

How do I stop a cheque?

Using Corporate Online you can stop cheque, allowing you to manage the stop without the need to send/fax a request through to Westpac. Find out how to stop cheque payments.