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User guides

Quick reference guides

These quick reference guides provide you with a step-by-step instructions on how to use the functions available in Corporate Online.

Further user guides are available when logged into Corporate Online from the user guides link on the left hand menu within each application.

Overview

Getting started in Corporate Online (PDF 254KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 170KB)

Amending an office address

Amending access to Accounts (PDF 131KB)

Assigning offices to Users

Creating a new office (PDF 139KB) 

Creating a new user (PDF 335KB)

Creating and managing Account groups (PDF 133KB)

Creating reports (PDF 79KB)

Accounts

Setting accounts preferences (PDF 94KB)

Creating and viewing reports (PDF 69KB)

Creating and authorising Stop cheques (PDF 113KB)

Exporting account information (PDF 89KB)

Viewing Voucher images

Payments

Setting your payments preferences (PDF 96KB)

Creating transfers between your own accounts (PDF 125KB)  

Creating transfers to a Commercial credit card (PDF 191KB) 

Creating local payments to new beneficiaries (Australia) (PDF 193KB) 

Creating local beneficiaries (Australia) (PDF 170KB) 

Creating international payment to new beneficiaries  

Creating international beneficiaries (PDF 167KB)  

Creating recurring payments (Australia) (PDF 191KB) 

Creating BPAY payments (PDF 134KB) 

Creating TAX payments (Australia) (PDF 134KB) 

Creating new file templates from new transactions

Creating new file templates from existing files or templates

Creating payment files from new transactions (Australia) (PDF 145KB) 

Importing payment files (PDF 118KB) 

Viewing payment status after processing (PDF 81KB) 

Viewing file status after processing (PDF 77KB) 

Receipts

Setting receipts preferences (PDF 86KB) 

Viewing Commercial Card information (PDF 158KB)

Exporting Commercial Card information (PDF 83KB) 

Viewing Receipt information (PDF 112KB) 

Exporting Receipt information (PDF 84KB) 

Creating and viewing reports (PDF 89KB) 

Creating export schedules (PDF 113KB)

Deposits

Setting deposits preferences (PDF 56KB)

Opening a Term deposit (PDF 265KB)

Providing Term deposit maturity instructions (PDF 106KB)

Need help?

Within Australia phone 1300 134 291, Monday to Friday, 8am to 8pm (Australia wide)

Within Papua New Guinea phone 322 0999, Monday to Friday, 8am to 6pm (Papua New Guinea time)

Within New Zealand phone 0800 423 424, Monday to Friday, 7am to 9pm (New Zealand time)

Outside of Australia, New Zealand and Papua New Guinea phone +61 2 9155 7737, Monday to Friday, 8am and 8pm (Australia wide)