Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies who use the Payments menu. For customers in Pacific, Indonesia, Laos and Taiwan, please refer to Manage Templates (Asia & Pacific).
Full details are available in Features by Geography.
Full details are available in Features by Geography.
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.