The User Settings menu allows you to manage your application preferences, set your notification requirements, specify your language, define your homepage and view the last three times you logged into the system.
Settings and Preferences
| FIELD | DESCRIPTION |
|---|---|
| Customer ID | The Customer ID you use if you need to contact the Customer Service Centre. |
| Date Format | You can set the date using the following formats:
|
| Time Format | You can view the time in two formats:
|
| Time Zone | Select a preferred time zone from the drop-down list. |
| Decimal Separator | The decimal separator for balance and transaction amounts can be displayed as follows:
|
| Thousand Separator | The thousand separator for balance and transaction amounts can be displayed as follows:
The Decimal Separator must be different to the Thousand Separator. e.g. If a period is selected for the Decimal Separator, the default for the Thousand Separator will be a comma.
|
| Retrieval Code | This will act as a password to access encrypted scheduled reports that are sent to your registered email address. To show the code, click Show.
If this option is not available, you will need to register your email address with ANZ. If you are ANZ managed, contact the Customer Service Centre who will be able to assist you further. All other users contact your ANZ Transactive – Global Administrator.
|
| Encoding | Only applicable for some report formats. The Encoding options available are based on your language selection. For English, UTF-8 is available as the default pre-selection. Choose from:
|
| Reference Currency | You can set a reference currency from the drop-down list to convert the balances to be displayed on reports. |
| Default Division | If you are entitled to more than one Division, you can setup a default Division that will be displayed in the drop-down list whenever you need to select a Division. |
| Email Address | The email address you have registered with ANZ is displayed. |
Notifications and Alerts
Stay up to date with notifications on activities most relevant to you, by selecting to receive notifications by Email (Alerts are currently not available). A sample email notification can be found here.
The email address used is taken from your user profile information. For information on how to change your email address, please refer to the General FAQ’s.
Payments and Receivables
| ALERT | DESCRIPTION |
|---|---|
| Adhoc Beneficiary Used |
You will receive an email notification each time an adhoc payee is used in a payment. Note: To reduce the risk of fraud, ANZ recommends enabling this setting. |
| 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 Payee List 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. |
| PayTo Agreement Pending Authorisation | You will receive a notification each time a PayTo Agreement is pending approval. |
| PayTo Agreement Other Updates | You will receive a notification each time a PayTo Agreement is modified, paused or cancelled. |
Accounts
| ALERT | DESCRIPTION |
|---|---|
| Credit Advice | You will receive a notification each time a credit is deposited into your account. This feature is only available in China to users who are entitled to the account. |
| Debit Advice | You will receive a notification each time a payment is processed through ANZ Transactive - Global with a Completed or Completed with Error status. This feature is only available in China to users who are entitled to the account. |
Set Language
Set the language that is displayed on screen. Choose from English, Traditional Chinese, Japanese, Vietnamese, Khmer, Thai or Simplified Chinese.
Set Landing Page
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 Set Landing Page.