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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 554KB)


Adding new Westpac accounts to Corporate Online (PDF 131KB)

Creating a new office (PDF 143KB) 

Creating a new user (PDF 275KB)


Viewing account information (PDF 190KB)

Creating and viewing reports (PDF 84KB)

Creating and authorising Stop cheques (PDF 102KB)

Exporting account information (PDF 99KB)


Creating transfers between your own accounts (PDF 93KB)  

Creating transfers to a credit card  (PDF 271KB)

Creating local payments to new beneficiaries (Australia) (PDF 232KB) 

Creating local beneficiaries (Australia) (PDF 168KB) 

Creating international payment to new beneficiaries (PDF 276KB)  

Creating international beneficiaries (PDF 148KB)  

Creating recurring payments (Australia) (PDF 152KB) 

Creating BPAY payments (PDF 100KB) 

Creating TAX payments (Australia) (PDF 238KB) 

Creating new file templates from new transactions (PDF 134KB)

Creating new file templates from existing files or templates (PDF 117KB)

Creating payment files from new transactions (Australia) (PDF 116KB) 

Importing payment files (PDF 147KB)


Viewing Card information (PDF 208KB)

Exporting Card information (PDF 81KB) 

Viewing Receipt information (PDF 159KB) 

Exporting Receipt information (PDF 84KB)

Viewing merchant statements (PDF 80KB)

Creating and viewing reports (PDF 78KB) 

Creating export schedules (PDF 92KB)


Opening a Term deposit (PDF 246KB)

Providing Term deposit maturity instructions (PDF 121KB)

Corporate Mobile

Viewing account transactions and balances (PDF 213KB)

Creating payments  (PDF 325KB)

Authorising payments (PDF 235KB)

Authorising payment files (PDF 258KB)

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)