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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.


Getting started in Corporate Online (PDF 254KB)


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

Amending an office address (PDF 91KB)

Amending access to Accounts (PDF 131KB)

Creating a new office (PDF 139KB) 

Creating a new user (PDF 335KB)

Creating and managing Account groups (PDF 133KB)

Creating reports (PDF 79KB)


Setting accounts preferences (PDF 97KB)

Creating and viewing reports (PDF 96KB)

Creating and authorising Stop cheques (PDF 113KB)

Exporting account information (PDF 89KB)


Setting your payments preferences (PDF 99KB)

Creating transfers between your own accounts (PDF 125KB)  

Creating transfers to a Commercial credit card (PDF 194KB) 

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

Creating local beneficiaries (Australia) (PDF 170KB) 

Creating international payment to new beneficiaries (PDF 290KB)  

Creating international beneficiaries (PDF 175KB)  

Creating recurring payments (Australia) (PDF 191KB) 

Creating BPAY payments (PDF 138KB) 

Creating TAX payments (Australia) (PDF 137KB) 

Creating new file templates from new transactions (PDF 144KB)

Creating new file templates from existing files or templates (PDF 125KB)

Creating payment files from new transactions (Australia) (PDF 147KB) 

Importing payment files (PDF 119KB) 

Viewing payment status after processing (PDF 82KB) 

Viewing file status after processing (PDF 77KB) 


Setting receipts preferences (PDF 86KB) 

Viewing Commercial Card information (PDF 186KB)

Exporting Commercial Card information (PDF 81KB) 

Viewing Receipt information (PDF 112KB) 

Exporting Receipt information (PDF 86KB) 

Creating and viewing reports (PDF 89KB) 

Creating export schedules (PDF 113KB)


Setting deposits preferences (PDF 55KB)

Opening a Term deposit (PDF 265KB)

Providing Term deposit maturity instructions (PDF 107KB)

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)