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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 165KB)

Administration

Setting administration preferences (PDF 81KB)

Adding new Westpac accounts to Corporate Online (PDF 250KB)

Amending an office address (PDF 167KB)

Amending access to Accounts (PDF 234KB)

Creating a new office (PDF 198KB) 

Creating a new user (PDF 290KB)

Creating and managing Account groups (PDF 180KB)

Amending the description and statement delivery method of an account (PDF 238KB)

Amending the description and statement delivery method of a billing statement (PDF 171KB)

Amending the description and statement delivery method of a receipt service (PDF 176KB)

Creating reports (PDF 96KB)

Accounts

Setting accounts preferences (PDF 97KB)

Creating and viewing reports (PDF 96KB)

Creating and authorising Stop cheques (PDF 183KB)

Exporting account information (PDF 144KB)

Payments

Setting payments preferences (PDF 101KB)

Creating transfers between your own accounts (PDF 138KB)  

Creating transfers to a Commercial credit card (PDF 161KB) 

Creating local payments to new beneficiaries (Australia) (PDF 269KB) 

Creating local beneficiaries (Australia) (PDF 242KB) 

Creating international payment to new beneficiaries (PDF 449KB)  

Creating international beneficiaries (PDF 256KB)  

Creating recurring payments (Australia) (PDF 255KB) 

Creating BPAY payments (PDF 177KB) 

Creating TAX payments (Australia) (PDF 150KB) 

Creating new file templates from new transactions (PDF 182KB)

Creating new file templates from existing files or templates (PDF 183KB)

Creating payment files from new transactions (Australia) (PDF 187KB) 

Importing payment files (PDF 169KB) 

Viewing payment status after processing (PDF 138KB) 

Viewing file status after processing (PDF 163KB) 

Receipts

Setting receipts preferences (PDF 87KB) 

Viewing Commercial Card information (PDF 184KB)

Exporting Commercial Card information (PDF 84KB) 

Viewing Receipt information (PDF 99KB) 

Exporting Receipt information (PDF 87KB)

Viewing merchant statements (PDF 98KB)

Creating and viewing reports (PDF 79KB) 

Creating export schedules (PDF 105KB)

Deposits

Setting deposits preferences (PDF 76KB)

Opening a Term deposit (PDF 303KB)

Providing Term deposit maturity instructions (PDF 203KB)

Corporate Mobile

Viewing account transactions and balances (PDF 176KB)

Creating payments  (PDF 284KB)

Authorising payments (PDF 155KB)

Authorising payment files (PDF 142KB)

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)