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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

Assigning offices to Users (PDF 108KB)

Creating a new office (PDF 151KB) 

Creating a new user (PDF 193KB)

Creating and managing Account groups (PDF 173KB)

Creating reports (PDF 125KB)

Accounts

Setting accounts preferences

Creating and viewing reports

Creating and authorising Stop cheques

Exporting account information

Viewing Voucher images

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) 

Creating local beneficiaries (Australia) 

Creating international payment to new beneficiaries  

Creating international beneficiaries  

Creating recurring payments (Australia) (PDF 177KB) 

Creating BPAY payments (PDF 167KB) 

Creating TAX payments (Australia) (PDF 126KB) 

Creating new file templates (Australia) (PDF 172KB) 

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

Importing payment files 

Viewing payment status after processing (PDF 80KB) 

Viewing file status after processing (PDF 91KB) 

Receipts

Setting receipts preferences 

Viewing Commercial Card information

Exporting Commercial Card information 

Viewing Receipt information 

Exporting Receipt information 

Creating and viewing reports 

Creating export schedules

Deposits

Setting deposits preferences (PDF 75KB)

Opening a Term deposit (PDF 234KB)

Providing Term deposit maturity instructions (PDF 182KB)

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)