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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.


Getting started in Corporate Online (PDF 447KB)


Adding new Westpac accounts to Corporate Online (PDF 134KB)

Creating a new office (PDF 117KB) 

Creating a new user (PDF 183KB)


Viewing account information (PDF 193KB)

Creating and viewing reports (PDF 86KB)

Creating and authorising Stop cheques (PDF 94KB)

Exporting account information (PDF 104KB)


Creating transfers between your own accounts (PDF 70KB)  

Creating transfers to a credit card  (PDF 72KB)

Creating local payments to new beneficiaries (Australia) (PDF 235KB) 

Creating local beneficiaries (Australia) (PDF 171KB) 

Creating international payment to new beneficiaries (PDF 252KB)  

Creating international beneficiaries (PDF 154KB)  

Creating recurring payments (Australia) (PDF 115KB) 

Creating BPAY payments (PDF 107KB) 

Creating TAX payments (Australia) (PDF 72KB) 

Creating new file templates from new transactions (PDF 137KB)

Creating new file templates from existing files or templates (PDF 120KB)

Creating payment files from new transactions (Australia) (PDF 119KB) 

Importing payment files (PDF 150KB)


Viewing Card information (PDF 211KB)

Exporting Card information (PDF 90KB) 

Viewing Receipt information (PDF 162KB) 

Exporting Receipt information (PDF 92KB)

Viewing merchant statements (PDF 82KB)

Creating and viewing reports (PDF 81KB) 

Creating export schedules (PDF 95KB)


Opening a Term deposit (PDF 193KB)

Providing Term deposit maturity instructions (PDF 124KB)

Corporate Mobile

Viewing account transactions and balances (PDF 215KB)

Creating payments  (PDF 330KB)

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)