How do I establish a new Corporate Online user?

Corporate Online users that do not require access to Administration can be created in Corporate Online by your Agency's Corporate Online Administrators.

For any new user applications submitted from 24 January 2020, in addition to the existing requirements your Administrators of Corporate Online will be required to provide additional information for the new user including their job title and other known name(s). Westpac must receive a Corporate Online User Establishment form signed by the new user and your Administrators.  User access to Corporate Online will only be enabled after Westpac has received and processed the signed User Establishment form.

When a new user profile is created and fully authorised in Corporate Online by the Administrator(s), a one page document is produced. This document must be signed and returned to the Westpac address on the document.

The new user will generally receive their Corporate Online login details approximately five business days later.

How do I establish a new Corporate Online Administrator, upgrade an existing User to Administrator or downgrade an Administrator to a User?

Please complete the Corporate Online Administrator form to establish a new Corporate Online Administrator where you are establishing an Administrator who does not already have access into Corporate Online.

The above form will also be used when upgrading an existing user to Administrator or downgrading an Administrator to a User.

All Administrators will need to be fully identified by Westpac before we can provide access to Administration. This is easily completed by visiting a nearby Westpac branch or by providing a certified copy of an identification document that has ben certified as a true copy of an original document by an approved certifier. 

Guidance Document for Customers

The documents below have been prepared for customers to provide guidance on the process for certifying identification documents in Australia.

Guidance on Certifying Identification Documents for Australian registered/resident customers (PDF 90KB)

 

How do I add a new Westpac (Australia) account to Corporate Online?

Westpac Australia accounts that are owned by your organisation can now be added to your Corporate Online profile without the need to complete and return paperwork to us, saving you time and providing a more superior service.

Adding new accounts onto Corporate Online can be completed by your Corporate Online Administrators:

1. Sign into Corporate Online
2. From the administration Menu, Select Manage > Accounts
3. Click Add accounts held with Westpac Australia.
4. Enter the details of up to five accounts, then click continue.

The task will then need to be authorised by the required number of Corporate Online Administrators. Corporate Online will produce a form for accounts that are considered third party for appropriate sign off and return to Westpac.

Third party accounts or services are owned by an Agency that is different to the Agency that 'owns' your Corporate Online facility (eg a subsidiary).

How do I add or delete a Service to Corporate Online?

If you need to add any of the following onto Corporate Online, then please complete and return the Corporate Online Organisation Amendment form:

Receipts (DERPS, Inward Dishonours, EFTPOS, BPAY, Locked Box, commercial Cards)
Import service (Commercial Cards,Direct Entry, PPS)
The Third Party Amendment form should be completed and returned when the account or service being added to your Corporate Online profile is owned by a different legal entity (often recognised by a different ABN/ACN). This form will be required for the shared service centres (eg Service First).

Please contact your Client Enquiry Manager if you require assistance with any of the above.