Q&A's
No | QUESTION | ANSWER |
---|---|---|
1 | I don't have the option to Upload documents, how do I get access? | Please refer to User Permissions to understand which role(s)/permission setting(s) you require to access the Upload Documents menu. Please also note the Upload Documents is only available for AU or HK jurisdictions. |
2 | Is there a processing time SLA for SR type? |
Yes for applicable service requests the ‘Due Date’ column will specify the date the service request is due for completion. |
3 | Will you be able to download foreign account statements? | Account eStatements are currently available for eligible Australian domiciled accounts. You can however download statements for your foreign currency accounts. For more information, refer to the Accounts Online Help article. |
4 | I can’t see "Service Requests" in my Transactive profile | If your organisation has been enabled for Service Requests please refer to User Permissions to understand which role(s)/permission setting(s) you require to access Service Requests. If your organisation has not yet been enabled for Service Requests, please contact your ANZ Representative. |
5 | Can I create new user, token and non-token for Transactive Trade? | Creating new users for Transactive Trade is not currently available within Service Requests. |
6 | Can a user apply for a Digital key if they already have a token? Do you need to cancel the token or have both ? | Yes, a user can have both a token and ANZ Digital Key at the same time. |
7 | Can you please clarify the difference between an ANZ managed user vs Company managed user? | Please refer to ANZ Managed vs Company Managed Users for information on the differences between these users. |
8 | When I am looking at my settings it appears the amend statement preferences is only available for AU bank accounts, is this correct or is this available in NZ too? | Currently Amend Statement Preferences is only available for Australian Domiciled Accounts. Our NZ capability is continuing to evolve so this service request may be made available for New Zealand Domiciled Accounts in the future. |
9 | When using the service the request does not submit. It just disappears. Particularly when a form is added. | Please contact the Customer Service Centre for further investigation. |