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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 185KB)

Amending an office address (PDF 123KB)

Amending access to Accounts

Assigning offices to Users (PDF 107KB)

Creating a new office (PDF 149KB) 

Creating a new user (PDF 190KB)

Creating and managing Account groups (PDF 163KB)

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 71KB)

Creating transfers between your own accounts (PDF 96KB)  

Creating transfers to a Commercial credit card (PDF 145KB) 

Creating local payments to new beneficiaries (Australia) 

Creating local beneficiaries (Australia) 

Creating international payment to new beneficiaries (PDF 300KB)  

Creating international beneficiaries  

Creating recurring payments (Australia) (PDF 172KB) 

Creating BPAY payments (PDF 165KB) 

Creating TAX payments (Australia) (PDF 125KB) 

Creating new file templates (Australia) (PDF 163KB) 

Creating payment files from new transactions (Australia) (PDF 167KB) 

Importing payment files (PDF 185KB) 

Viewing payment status after processing (PDF 81KB) 

Viewing file status after processing (PDF 104KB) 

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 78KB)

Opening a Term deposit (PDF 156KB)

Providing Term deposit maturity instructions (PDF 184KB)

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)