Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies who use the Payments menu. For customers in Pacific and Laos, please refer to Asia & Pacific Payments.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
Templates will be available for Asia geographies from 2025 in a phased approach.
To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when using a template.
About payment templates
Using a preconfigured payment template, reduces time and provides consistency for your frequently used payment instructions. Templates can be created for a number of different payment types, excluding Account Transfers.
Create a payment using a template
To create a payment using a preconfigured template from the Create Payments screen, follow the steps below.
| STEP | ACTION |
|---|---|
| 1 | Click Payments > Create Payment menu. |
| 2 | Click Use Payment Template. |
| 3 |
Search and select your payment template from the grid. Using single or multiple search criteria(s), locate one to many payments that meet the searchable elements. You can enter part or all of the following searchable criteria:
|
| 4 | Click Yes.
RESULT: Payment is created based on your preconfigured template instruction and in a Draft status.
|
Next Steps
When the payment has been created from a template you can choose from the following options:
- Update the payment instruction
- Review and submit the payment instruction
- Save as Draft