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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 213KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 185KB)

Amending an office address (PDF 123KB)

Amending access to Accounts (PDF 152KB)

Assigning offices to Users (PDF 107KB)

Creating a new office (PDF 149KB) 

Creating a new user (PDF 190KB)

Creating and managing Account groups (PDF 163KB)

Creating reports (PDF 146KB)

Accounts

Setting accounts preferences (PDF 72KB)

Creating and viewing reports (PDF 93KB)

Creating and authorising Stop cheques (PDF 119KB)

Exporting account information (PDF 118KB)

Viewing Voucher images (PDF 87KB)

Payments

Setting your payments preferences (PDF 71KB)

Creating transfers between your own accounts (PDF 96KB)  

Creating transfers to a Commercial credit card (PDF 145KB) 

Creating local payments to new beneficiaries (Australia) (PDF 216KB) 

Creating local beneficiaries (Australia) (PDF 177KB) 

Creating international payment to new beneficiaries (PDF 292KB)  

Creating international beneficiaries (PDF 181KB)  

Creating recurring payments (Australia) (PDF 170KB) 

Creating BPAY payments (PDF 158KB) 

Creating TAX payments (Australia) (PDF 119KB) 

Creating new file templates (Australia) (PDF 132KB) 

Creating payment files from new transactions (Australia) (PDF 159KB) 

Importing payment files (PDF 181KB) 

Viewing payment status after processing (PDF 81KB) 

Viewing file status after processing (PDF 104KB) 

Receipts

Setting receipts preferences (PDF 77KB) 

Viewing Commercial Card information (PDF 204KB)

Exporting Commercial Card information (PDF 80KB) 

Viewing Receipt information (PDF 111KB) 

Exporting Receipt information (PDF 83KB) 

Creating and viewing reports (PDF 115KB) 

Creating export schedules (PDF 126KB)

Deposits

Setting deposits preferences (PDF 78KB)

Opening a Term deposit (PDF 236KB)

Providing Term deposit maturity instructions (PDF 177KB)

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)