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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 177KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 138KB)

Creating a new office (PDF 138KB) 

Creating a new user (PDF 209KB)

Accounts

Viewing account information (PDF 192KB)

Creating and viewing reports (PDF 73KB)

Creating and authorising Stop cheques (PDF 103KB)

Exporting account information (PDF 71KB)

Payments

Creating transfers between your own accounts (PDF 73KB)  

Creating transfers to a credit card  (PDF 72KB)

Creating local payments to new beneficiaries (Australia) (PDF 195KB) 

Creating local beneficiaries (Australia) (PDF 183KB) 

Creating international payment to new beneficiaries (PDF 263KB)  

Creating international beneficiaries (PDF 159KB)  

Creating recurring payments (Australia) (PDF 126KB) 

Creating BPAY payments (PDF 112KB) 

Creating TAX payments (Australia) (PDF 69KB) 

Creating new file templates from new transactions (PDF 131KB)

Creating new file templates from existing files or templates (PDF 110KB)

Creating payment files from new transactions (Australia) (PDF 121KB) 

Importing payment files (PDF 115KB)

Receipts

Viewing Card information (PDF 190KB)

Exporting Card information (PDF 73KB) 

Viewing Receipt information (PDF 122KB) 

Exporting Receipt information (PDF 78KB)

Viewing merchant statements (PDF 78KB)

Creating and viewing reports (PDF 70KB) 

Creating export schedules (PDF 86KB)

Deposits

Opening a Term deposit (PDF 228KB)

Providing Term deposit maturity instructions (PDF 133KB)

Corporate Mobile

Viewing account transactions and balances (PDF 79KB)

Creating payments  (PDF 148KB)

Authorising payments (PDF 87KB)

Authorising payment files (PDF 86KB)

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)