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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 161KB)

Administration

Setting administration preferences (PDF 78KB)

Adding new Westpac accounts to Corporate Online (PDF 247KB)

Amending an office address (PDF 164KB)

Amending access to Accounts (PDF 231KB)

Creating a new office (PDF 195KB) 

Creating a new user (PDF 287KB)

Creating and managing Account groups (PDF 177KB)

Amending the description and statement delivery method of an account (PDF 196KB)

Amending the description and statement delivery method of a billing statement (PDF 168KB)

Amending the description and statement delivery method of a receipt service (PDF 173KB)

Creating reports (PDF 92KB)

Accounts

Setting accounts preferences (PDF 93KB)

Creating and viewing reports (PDF 92KB)

Creating and authorising Stop cheques (PDF 180KB)

Exporting account information (PDF 140KB)

Payments

Setting payments preferences (PDF 97KB)

Creating transfers between your own accounts (PDF 134KB)  

Creating transfers to a Commercial credit card (PDF 158KB) 

Creating local payments to new beneficiaries (Australia) (PDF 265KB) 

Creating local beneficiaries (Australia) (PDF 238KB) 

Creating international payment to new beneficiaries (PDF 446KB)  

Creating international beneficiaries (PDF 253KB)  

Creating recurring payments (Australia) (PDF 252KB) 

Creating BPAY payments (PDF 174KB) 

Creating TAX payments (Australia) (PDF 146KB) 

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

Creating new file templates from existing files or templates (PDF 179KB)

Creating payment files from new transactions (Australia) (PDF 183KB) 

Importing payment files (PDF 165KB) 

Viewing payment status after processing (PDF 135KB) 

Viewing file status after processing (PDF 160KB) 

Receipts

Setting receipts preferences (PDF 83KB) 

Viewing Commercial Card information (PDF 182KB)

Exporting Commercial Card information (PDF 81KB) 

Viewing Receipt information (PDF 97KB) 

Exporting Receipt information (PDF 85KB)

Viewing merchant statements (PDF 94KB)

Creating and viewing reports (PDF 77KB) 

Creating export schedules (PDF 103KB)

Deposits

Setting deposits preferences (PDF 72KB)

Opening a Term deposit (PDF 299KB)

Providing Term deposit maturity instructions (PDF 199KB)

Corporate Mobile

Viewing account transactions and balances (PDF 173KB)

Creating payments  (PDF 281KB)

Authorising payments (PDF 151KB)

Authorising payment files (PDF 139KB)

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)