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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 158KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 121KB)

Creating a new office (PDF 111KB) 

Creating a new user (PDF 179KB)

Accounts

Viewing account information (PDF 190KB)

Creating and viewing reports (PDF 84KB)

Creating and authorising Stop cheques (PDF 92KB)

Exporting account information (PDF 98KB)

Payments

Creating transfers between your own accounts (PDF 68KB)  

Creating transfers to a credit card  (PDF 70KB)

Creating local payments to new beneficiaries (Australia) (PDF 174KB) 

Creating local beneficiaries (Australia) (PDF 169KB) 

Creating international payment to new beneficiaries (PDF 249KB)  

Creating international beneficiaries (PDF 141KB)  

Creating recurring payments (Australia) (PDF 126KB) 

Creating BPAY payments (PDF 105KB) 

Creating TAX payments (Australia) (PDF 70KB) 

Creating new file templates from new transactions (PDF 135KB)

Creating new file templates from existing files or templates (PDF 117KB)

Creating payment files from new transactions (Australia) (PDF 116KB) 

Importing payment files (PDF 147KB)

Receipts

Viewing Card information (PDF 209KB)

Exporting Card information (PDF 87KB) 

Viewing Receipt information (PDF 159KB) 

Exporting Receipt information (PDF 89KB)

Viewing merchant statements (PDF 79KB)

Creating and viewing reports (PDF 78KB) 

Creating export schedules (PDF 93KB)

Deposits

Opening a Term deposit (PDF 203KB)

Providing Term deposit maturity instructions (PDF 121KB)

Corporate Mobile

Viewing account transactions and balances (PDF 237KB)

Creating payments  (PDF 405KB)

Authorising payments (PDF 248KB)

Authorising payment files (PDF 281KB)

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)