Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia, New Zealand, China, and Asia.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
- Templates will be available for Asia geographies from late February 2025 in a phased approach.
- For Pacific & Laos payment templates, please refer to Create and Management Templates (Asia & Pacific).
To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when creating a template from a payment.
To create a template from a payment in a Needs Repair, Pending Approval, Future Dated, Processing, Bank Rejected, Insufficient Funds or Completed status, follow the steps below:
| STEP | ACTION |
|---|---|
| 1 | Click Payments > Current Payments or Past Payments menu |
| 2 | Search and select the payment to create a template from. Choose one of the following methods:
|
| 3 | Enter a Template Name up to 16 characters. This will become the Payment Name when you create a payment from this template. |
| 4 | If required, enter a Template Description up to 40 characters. |
| 5 | Click Ok.
RESULT: The template has been successfully created and can be viewed from the Template screen.
Template Approvals are required if your organisation needs Approval for templates when creating, editing or deleting a template. Once approved, the template can be used to create a payment. |
Next Steps
When the template has been successfully created from the payment, you can:
- Click OK to return to the screen
- Click View this Template
When the payment template has been successfully submitted for approval and is in a Pending Approval status, the next steps can be:
- Approve Payment Template or,
- Reject Payment Template back to the initiator for editing or deleting.
When the payment template has been successfully approved and is in an Approved status, the next steps can be:
- Create payment from template
- Manage payment templates to copy, delete, edit, recall or view.