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 554KB)
Administration
Adding new Westpac accounts to Corporate Online (PDF 132KB)
Creating a new office (PDF 175KB)
Creating a new user (PDF 275KB)
Accounts
Viewing account information (PDF 223KB)
Creating and viewing reports (PDF 86KB)
Creating and authorising Stop cheques (PDF 102KB)
Exporting account information (PDF 97KB)
Payments
Creating transfers between your own accounts (PDF 91KB)
Creating transfers to a credit card (PDF 87KB)
Creating local payments to new beneficiaries (Australia) (PDF 466KB)
Creating local beneficiaries (Australia) (PDF 167KB)
Creating international payment to new beneficiaries (PDF 276KB)
Creating international beneficiaries (PDF 148KB)
Creating recurring payments (Australia) (PDF 287KB)
Creating BPAY payments (PDF 100KB)
Creating TAX payments (Australia) (PDF 98KB)
Creating new file templates from new transactions (PDF 134KB)
Creating new file templates from existing files or templates (PDF 117KB)
Creating payment files from new transactions (Australia) (PDF 116KB)
Importing payment files (PDF 131KB)
Receipts
Viewing Card information (PDF 205KB)
Exporting Card information (PDF 81KB)
Viewing Receipt information (PDF 149KB)
Exporting Receipt information (PDF 83KB)
Viewing merchant statements (PDF 82KB)
Creating and viewing reports (PDF 81KB)
Creating export schedules (PDF 90KB)
Deposits
Opening a Term deposit (PDF 249KB)
Providing Term deposit maturity instructions (PDF 121KB)
Corporate Mobile
Viewing account transactions and balances (PDF 213KB)
Authorising payments (PDF 235KB)
Authorising payment files (PDF 258KB)
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)