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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 218KB)

Administration

Adding new Westpac accounts to Corporate Online (PDF 190KB)

Amending an office address (PDF 111KB)

Amending access to Accounts (PDF 150KB)

Creating a new office (PDF 158KB) 

Creating a new user (PDF 354KB)

Creating and managing Account groups (PDF 152KB)

Creating reports (PDF 99KB)

Accounts

Setting accounts preferences (PDF 117KB)

Creating and viewing reports (PDF 88KB)

Creating and authorising Stop cheques (PDF 132KB)

Exporting account information (PDF 108KB)

Payments

Setting your payments preferences (PDF 110KB)

Creating transfers between your own accounts (PDF 163KB)  

Creating transfers to a Commercial credit card (PDF 229KB) 

Creating local payments to new beneficiaries (Australia) (PDF 268KB) 

Creating local beneficiaries (Australia) (PDF 245KB) 

Creating international payment to new beneficiaries (PDF 323KB)  

Creating international beneficiaries (PDF 243KB)  

Creating recurring payments (Australia) (PDF 268KB) 

Creating BPAY payments (PDF 123KB) 

Creating TAX payments (Australia) (PDF 189KB) 

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

Creating new file templates from existing files or templates (PDF 168KB)

Creating payment files from new transactions (Australia) (PDF 190KB) 

Importing payment files (PDF 162KB) 

Viewing payment status after processing (PDF 94KB) 

Viewing file status after processing (PDF 89KB) 

Receipts

Setting receipts preferences (PDF 106KB) 

Viewing Commercial Card information (PDF 205KB)

Exporting Commercial Card information (PDF 101KB) 

Viewing Receipt information (PDF 132KB) 

Exporting Receipt information (PDF 105KB) 

Creating and viewing reports (PDF 108KB) 

Creating export schedules (PDF 133KB)

Deposits

Setting deposits preferences (PDF 75KB)

Opening a Term deposit (PDF 284KB)

Providing Term deposit maturity instructions (PDF 127KB)

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)