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 449KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 330KB)

Creating a new office (PDF 442KB) 

Creating a new user (PDF 636KB)

Accounts

Viewing account information (PDF 442KB)

Creating and viewing reports (PDF 139KB)

Creating and authorising Stop cheques (PDF 196KB)

Exporting account information (PDF 180KB)

Payments

Creating transfers between your own accounts (PDF 111KB)  

Creating transfers to a credit card  (PDF 159KB)

Creating local payments to new beneficiaries (Australia) (PDF 510KB) 

Creating local beneficiaries (Australia) (PDF 533KB) 

Creating international payment to new beneficiaries (PDF 568KB)  

Creating international beneficiaries (PDF 287KB)  

Creating recurring payments (Australia) (PDF 300KB) 

Creating BPAY payments (PDF 182KB) 

Creating TAX payments (Australia) (PDF 111KB) 

Creating new file templates from new transactions (PDF 248KB)

Creating new file templates from existing files or templates (PDF 202KB)

Creating payment files from new transactions (Australia) (PDF 220KB) 

Importing payment files (PDF 209KB)

Receipts

Viewing Card information (PDF 449KB)

Exporting Card information (PDF 116KB) 

Viewing Receipt information (PDF 215KB) 

Exporting Receipt information (PDF 127KB)

Viewing merchant statements (PDF 163KB)

Creating and viewing reports (PDF 96KB) 

Creating export schedules (PDF 158KB)

Deposits

Opening a Term deposit (PDF 586KB)

Providing Term deposit maturity instructions (PDF 330KB)

Corporate Mobile

Viewing account transactions and balances (PDF 216KB)

Creating payments  (PDF 328KB)

Authorising payments (PDF 238KB)

Authorising payment files (PDF 261KB)

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)