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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 144KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 232KB)

Amending an office address (PDF 149KB)

Amending access to Accounts (PDF 216KB)

Creating a new office (PDF 181KB) 

Creating a new user (PDF 288KB)

Creating and managing Account groups (PDF 160KB)

Creating reports (PDF 79KB)

Accounts

Setting accounts preferences (PDF 80KB)

Creating and viewing reports (PDF 82KB)

Creating and authorising Stop cheques (PDF 159KB)

Exporting account information (PDF 127KB)

Payments

Setting your payments preferences (PDF 77KB)

Creating transfers between your own accounts (PDF 109KB)  

Creating transfers to a Commercial credit card (PDF 138KB) 

Creating local payments to new beneficiaries (Australia) (PDF 205KB) 

Creating local beneficiaries (Australia) (PDF 218KB) 

Creating international payment to new beneficiaries (PDF 417KB)  

Creating international beneficiaries (PDF 232KB)  

Creating recurring payments (Australia) (PDF 232KB) 

Creating BPAY payments (PDF 154KB) 

Creating TAX payments (Australia) (PDF 126KB) 

Creating new file templates from new transactions (PDF 182KB)

Creating new file templates from existing files or templates (PDF 159KB)

Creating payment files from new transactions (Australia) (PDF 160KB) 

Importing payment files (PDF 145KB) 

Viewing payment status after processing (PDF 116KB) 

Viewing file status after processing (PDF 139KB) 

Receipts

Setting receipts preferences (PDF 83KB) 

Viewing Commercial Card information (PDF 156KB)

Exporting Commercial Card information (PDF 81KB) 

Viewing Receipt information (PDF 97KB) 

Exporting Receipt information (PDF 85KB) 

Creating and viewing reports (PDF 77KB) 

Creating export schedules (PDF 103KB)

Deposits

Setting deposits preferences (PDF 59KB)

Opening a Term deposit (PDF 300KB)

Providing Term deposit maturity instructions (PDF 175KB)

Corporate Mobile

Viewing account transactions and balances (PDF 420KB)

Creating payments  (PDF 800KB)

Authorising payments (PDF 562KB)

Authorising payment files (PDF 487KB)

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)