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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.


Getting started in Corporate Online (PDF 337kb)


Adding new Westpac accounts to Corporate Online (PDF 311kb)

Amending an office address (PDF 242kb)

Amending access to Accounts (PDF 272kb)

Assigning offices to Users (PDF 249kb)

Creating a new office (PDF 308kb)  

Creating a new user (PDF 383kb)

Creating and managing Account groups (PDF 290kb)

Creating reports (PDF 181kb)


Setting accounts preferences (PDF 146kb)

Creating and viewing reports (PDF 240kb)

Creating and authorising Stop cheques (PDF 282kb)

Exporting account information (PDF 248kb)

Viewing Voucher images (PDF 200kb)


Setting your payments preferences (PDF 146kb)

Creating transfers between your own accounts (PDF 183kb)   

Creating transfers to a Commercial credit card (PDF 163kb)  

Creating local payments to new beneficiaries (Australia) (PDF 274kb)  

Creating local beneficiaries (Australia) (PDF 133kb)  

Creating international payment to new beneficiaries (PDF 406kb)   

Creating international beneficiaries (PDF 161kb)   

Creating recurring payments (Australia) (PDF 237kb)  

Creating BPAY payments (PDF 231kb)  

Creating TAX payments (Australia) (PDF 204kb)  

Creating new file templates (Australia) (PDF 187kb)  

Creating payment files from new transactions (Australia) (PDF 260kb)  

Importing payment files (PDF 207kb)  

Viewing payment status after processing (PDF 217kb)  

Viewing file status after processing (PDF 236kb)  


Setting receipts preferences (PDF 172kb)  

Viewing Commercial Card information (PDF 192kb)

Exporting Commercial Card information (PDF 118kb)  

Viewing Receipt information (PDF 149kb)  

Exporting Receipt information (PDF 160kb)  

Creating and viewing reports (PDF 221kb)  

Creating export schedules (PDF 231kb)


Setting deposits preferences (PDF 112kb)

Opening a Term deposit (PDF 373kb)

Providing Term deposit maturity instructions (PDF 327kb)

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 9374 7237, Monday to Friday, 8am and 8pm (Australia wide)