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Corporate Online

New digital forms

Westpac have launched new digital forms for an efficient, easy and fast experience.

Find out more about the experience to start.

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.

For any new user applications submitted from 24 January 2020, in addition to the existing requirements your Administrators of Corporate Online will be required to provide additional information for the new user including their job title and other known name(s). Westpac must receive a Corporate Online User Establishment form signed by the new user and your Administrators.  User access to Corporate Online will only be enabled after Westpac has received and processed the signed User Establishment form.

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 the Corporate Online Administrator 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 by providing a certified copy of an identification document that has been certified as a true copy of an original document by an approved certifier.

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 documents below have been prepared for customers to provide guidance on the process for certifying identification documents in Australia.

Guidance on Certifying Identification Documents for Australian registered/resident customers (PDF 90KB)
 

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 the Corporate Online Organisation Amendment form:

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


The Third Party Amendment 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.