Geography: This article is applicable for ANZ Transactive - Global customers banking in Hong Kong, India, Indonesia, Philippines, Singapore, Taiwan and Vietnam.
- This information is relevant to ANZ Transactive Cash Asia users as part of the upgrade to ANZ Transactive – Global. ANZ Transactive Cash Asia will not be available post May 2025.
- Details are currently based on requirements for customers in Hong Kong and Singapore. Details for other jurisdictions will be available in the coming months.
This article details the features you currently use in the Home menu and settings in ANZ Transactive Cash Asia and the changes you need to know about when you upgrade to ANZ Transactive – Global.
Customer ID
In ANZ Transactive – Global, your Customer ID is available in User Settings > Settings and Preferences:
Quick Links
In ANZ Transactive – Global, you can set a landing page which will display every time you log in. Go to the page you would like as your landing page and click User Settings > Set Landing Page.
Use widgets on your Workspace to get quick access to information. The ANZ Transactive - Global Workspace is customisable, allowing you to choose and arrange content that suits your needs, including favorite accounts, report and payment information.
For more information, refer to the Workspace article.
Awaiting User Actions
In ANZ Transactive – Global, you will be able to add the Pending Approval widget to your Workspace to see all Payments, Direct Debits, Beneficiaries, Payers, Payment Templates and Direct Debit Templates that are in a Pending Approval status and approve or reject them from here.
The Pending Approval widget will not be immediately available.
For more information, refer to the Workspace article.
Announcements
In ANZ Transactive – Global, use the Notifications Centre on the Application Banner to access important messages from ANZ including:
- News, announcements and service notifications
- New and enhanced ANZ applications
- Training events and materials for using ANZ applications
Messages
To receive payment messages in ANZ Transactive – Global, turn on email notifications in User Settings > Notifications and Alerts for the following payment and direct debit activities:
| ALERT | DESCRIPTION |
|---|---|
| Adhoc Beneficiary Used | You will receive an email notification each time an adhoc beneficiary is used in a payment. |
| Transaction Processed | You will receive an email notification each time a transaction is processed. |
| Transaction Pending Authorisation | You will receive an email notification each time a transaction is pending approval. |
| Beneficiary Updates | You will receive an email notification each time a beneficiary in the Beneficiaries screen has been updated and approved. |
| Payment Released to Bank for Processing | You will receive an email notification each time a payment has been submitted for processing. |
- A sample email notification can be found under General FAQs.
- The email address used is taken from your user profile information.
Account Balances widget
In ANZ Transactive – Global, add the following widgets to your Workspace:
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Favourite Accounts: provides a snapshot of the account details and balances most relevant to you. You can add up to 20 accounts to a Favourite Accounts content window. If you have more than 20 favourite accounts, you can add multiple Favourite Accounts content windows to a Workspace. Click on an account to go to the Operating Account Details screen.
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Historical Balances: Choose the type of graph and up to seven accounts to display. You can add additional Historical Balances content windows to a Workspace if you have more than seven accounts that you would like to display. Select the calendar to change the date range displayed. Hover over the graph to obtain further information about the balances. To hide details of an account on the graph, deselect the account listed under the graph by clicking on the account.
For more information, refer to the Workspace article.
Reports (Last 5)
In ANZ Transactive – Global, use Downloads on the Application Banner to access the most recent reports that are ready for download from ad hoc requests or reports scheduled for download
Exchange Rates
ANZ Transactive – Global does not have an Exchange Rates widget.