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 400KB)
Administration
Adding new Westpac accounts to Corporate Online (PDF 132KB)
Creating a new office (PDF 175KB)
Creating a new user (PDF 332KB)
Accounts
Viewing account information (PDF 221KB)
Creating and viewing reports (PDF 89KB)
Creating and authorising Stop cheques (PDF 102KB)
Exporting account information (PDF 97KB)
Payments
Creating transfers between your own accounts (PDF 230KB)
Creating transfers to a credit card (PDF 282KB)
Creating local payments to new beneficiaries (Australia) (PDF 547KB)
Creating local beneficiaries (Australia) (PDF 441KB)
Creating international payment to new beneficiaries (PDF 872KB)
Creating international beneficiaries (PDF 501KB)
Creating recurring payments (Australia) (PDF 483KB)
Creating BPAY payments (PDF 269KB)
Creating TAX payments (Australia) (PDF 241KB)
Creating new file templates from new transactions (PDF 348KB)
Creating new file templates from existing files or templates (PDF 301KB)
Creating payment files from new transactions (Australia) (PDF 326KB)
Importing payment files (PDF 307KB)
Receipts
Viewing Card information (PDF 203KB)
Exporting Card information (PDF 83KB)
Viewing Receipt information (PDF 149KB)
Exporting Receipt information (PDF 83KB)
Viewing merchant statements (PDF 69KB)
Creating and viewing reports (PDF 81KB)
Creating export schedules (PDF 93KB)
Deposits
Opening a Term deposit (PDF 249KB)
Providing Term deposit maturity instructions (PDF 123KB)
Corporate Mobile
Viewing account transactions and balances (PDF 216KB)
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)