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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 182KB)

Amending an office address (PDF 125KB)

Amending access to Accounts (PDF 154KB)

Assigning offices to Users (PDF 108KB)

Creating a new office (PDF 152KB) 

Creating a new user (PDF 193KB)

Creating and managing Account groups (PDF 173KB)

Creating reports (PDF 125KB)

Accounts

Setting accounts preferences (PDF 72KB)

Creating and viewing reports (PDF 75KB)

Creating and authorising Stop cheques (PDF 123KB)

Exporting account information (PDF 91KB)

Viewing Voucher images (PDF 92KB)

Payments

Setting your payments preferences (PDF 72KB)

Creating transfers between your own accounts (PDF 111KB)  

Creating transfers to a Commercial credit card (PDF 157KB) 

Creating local payments to new beneficiaries (Australia) (PDF 203KB) 

Creating local beneficiaries (Australia) (PDF 134KB) 

Creating international payment to new beneficiaries (PDF 308KB)  

Creating international beneficiaries (PDF 191KB)  

Creating recurring payments (Australia) (PDF 226KB) 

Creating BPAY payments (PDF 167KB) 

Creating TAX payments (Australia) (PDF 126KB) 

Creating new file templates from new transactions (PDF 187KB)

Creating new file templates from existing files or templates (PDF 139KB)

Creating payment files from new transactions (Australia) (PDF 194KB) 

Importing payment files (PDF 134KB) 

Viewing payment status after processing (PDF 82KB) 

Viewing file status after processing (PDF 91KB) 

Receipts

Setting receipts preferences (PDF 77KB) 

Viewing Commercial Card information (PDF 174KB)

Exporting Commercial Card information (PDF 89KB) 

Viewing Receipt information (PDF 121KB) 

Exporting Receipt information (PDF 89KB) 

Creating and viewing reports (PDF 103KB) 

Creating export schedules (PDF 132KB)

Deposits

Setting deposits preferences (PDF 75KB)

Opening a Term deposit (PDF 234KB)

Providing Term deposit maturity instructions (PDF 183KB)

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)