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 542KB)
Administration
Adding new Westpac accounts to Corporate Online (PDF 335KB)
Creating a new office (PDF 447KB)
Creating a new user (PDF 613KB)
Accounts
Viewing account information (PDF 445KB)
Creating and viewing reports (PDF 141KB)
Creating and authorising Stop cheques (PDF 199KB)
Exporting account information (PDF 180KB)
Payments
Creating transfers between your own accounts (PDF 113KB)
Creating transfers to a credit card (PDF 161KB)
Creating local payments to new beneficiaries (Australia) (PDF 466KB)
Creating local beneficiaries (Australia) (PDF 465KB)
Creating international payment to new beneficiaries (PDF 590KB)
Creating international beneficiaries (PDF 297KB)
Creating recurring payments (Australia) (PDF 302KB)
Creating BPAY payments (PDF 184KB)
Creating TAX payments (Australia) (PDF 112KB)
Creating new file templates from new transactions (PDF 250KB)
Creating new file templates from existing files or templates (PDF 204KB)
Creating payment files from new transactions (Australia) (PDF 222KB)
Importing payment files (PDF 211KB)
Receipts
Viewing Card information (PDF 454KB)
Exporting Card information (PDF 116KB)
Viewing Receipt information (PDF 217KB)
Exporting Receipt information (PDF 129KB)
Viewing merchant statements (PDF 163KB)
Creating and viewing reports (PDF 98KB)
Creating export schedules (PDF 160KB)
Deposits
Opening a Term deposit (PDF 586KB)
Providing Term deposit maturity instructions (PDF 330KB)
Corporate Mobile
Viewing account transactions and balances (PDF 216KB)
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)