Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
About User Settings
User Settings allows you to manage your application preferences, set your notification requirements, specify your language, define your landing page 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 partially masked for added security. |
Notifications and Alerts
If you believe that a transaction or alert is unusual, immediately contact ANZ via the details found at anz.com/servicecentres.
- You will only see Notifications and Alerts for functionality you have permissions to access.
- Payment alerts not available for payments from the Asia & Pacific Payments menu.
- Emails are sent to the email address stored in your user profile. For information on how to update your email address and other contact details, please refer to New User FAQs.
Stay up to date with notifications on activities most relevant to you, by selecting to receive notifications by Email and/or in-channel Alerts.
Payments and Receivables
Alerts are currently only available for PayTo Agreements and Inward Mandates.
| ALERT | DESCRIPTION |
|---|---|
| Adhoc Beneficiary Used | You will receive an email notification each time an adhoc beneficiary 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 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. |
| 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. |
| Inward Mandate Updates | You will receive a notification each time an inward mandate is created, modified, cancelled or expired. |
| Get Rate (Hong Kong & Singapore) |
You will receive a notification each time a current day or future dated cross currency payment needs a real-time foreign exchange rate. |
| Insufficient Funds (Hong Kong, India, Philippines & Singapore) |
You will receive a notification each time a payment has failed due to insufficient funds and is in an Insufficient Funds status. Payments in an Insufficient Funds status need to be resubmitted prior to the cut-off time on the same value date once there are sufficient funds in the account. No additional approvals are required.
|
Accounts
| ALERT | DESCRIPTION |
|---|---|
|
Credit Advice (China, India, Philippines, Hong Kong, Singapore & Vietnam) |
You will receive a notification each time a credit is deposited into your account. This feature is only available to users who are entitled to the account. India, Philippines, Hong Kong, Singapore & Vietnam: Credit Advices are not provided for Account Transfers. To receive a Credit Advice, create either a Domestic Payment or an International Payment.
|
|
Debit Advice (China, India, Philippines, Hong Kong, Singapore & Vietnam) |
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 to users who are entitled to the account. |
|
Credit Advice - Domestic (India, Philippines, Hong Kong, Singapore & Vietnam) |
You will receive a notification each time a domestic payment credit is deposited into your account. This feature is only available to users who are entitled to the account. |
|
Credit Advice - Cross Border (India, Philippines, Hong Kong, Singapore & Vietnam) |
You will receive a notification each time a cross-border payment credit is deposited into your account. This feature is only available to users who are entitled to the account. |
|
Debit Advice - Domestic (India, Philippines, Hong Kong, Singapore & Vietnam) |
You will receive a notification each time a domestic payment is debited from your account (including Direct Debits). This feature is only available to users who are entitled to the account |
|
Debit Advice - Cross-Border (India, Philippines, Hong Kong, Singapore & Vietnam) |
You will receive a notification each time a cross-border payment is debited from your account. This feature is only available to users who are entitled to the account. |
Understanding Email Notifications
To help you recognise the format of email notifications sent by ANZ, we’ve included sample text below for illustration purposes only. This example is designed to give you a general idea of the structure and tone of our communications.
If you believe that a transaction or alert is unusual, immediately contact ANZ via the details found at anz.com/servicecentres.
Email Notification text
Adhoc Beneficiary Used notification.
"A batch transaction with the Payment ID [Payment ID reference] has been submitted with an unregistered beneficiary.
Transaction No.: [Transaction number]
Beneficiary Name: [Beneficiary name]
Please logon to ANZ Transactive - Global for further details."
Transaction No.: [Transaction number]
Beneficiary Name: [Beneficiary name]
Please logon to ANZ Transactive - Global for further details."
Beneficiary Updates notification.
"A beneficiary with the following ID [Beneficiary ID reference] has been updated.
Beneficiary Name: [Beneficiary name]
Beneficiary Alias: [Beneficiary Alias]
Beneficiary Division: [Beneficiary division]
Please logon to ANZ Transactive - Global for further details."
Beneficiary Name: [Beneficiary name]
Beneficiary Alias: [Beneficiary Alias]
Beneficiary Division: [Beneficiary division]
Please logon to ANZ Transactive - Global for further details."
Direct Debit Transaction Pending Authorisation notification.
"There is a transaction awaiting your authorisation.
Please logon to ANZ Transactive - Global and approve it before the cut-off time.
Direct Debit ID: [Direct Debit ID reference]
Client Reference: [Client reference]
Please logon to ANZ Transactive - Global for further details."
Please logon to ANZ Transactive - Global and approve it before the cut-off time.
Direct Debit ID: [Direct Debit ID reference]
Client Reference: [Client reference]
Please logon to ANZ Transactive - Global for further details."
Payment Released to Bank for Processing inclusing Direct Debit notification.
"Transaction(s) with [name] have been sent to the bank.
Payment ID: [Payment ID reference]
Value Date: [Date]
Please logon to ANZ Transactive - Global for further details."
Payment ID: [Payment ID reference]
Value Date: [Date]
Please logon to ANZ Transactive - Global for further details."
PayTo Agreement requiring action notification.
"There is a new PayTo Agreement requiring action.
Payee / Payment Initiator: [Payee / Initiator name]
Description: [Description of PayTo Agreement]
Due Date: [Due Date]
Please logon to ANZ Transactive - Global for further details."
Payee / Payment Initiator: [Payee / Initiator name]
Description: [Description of PayTo Agreement]
Due Date: [Due Date]
Please logon to ANZ Transactive - Global for further details."
Transaction Pending Authorisation notification.
"There is a transaction awaiting your authorisation.
Please logon to ANZ Transactive - Global and approve it before the cut-off time.
Payment ID: [Payment ID reference]
Customer Reference: [Customer reference]
Please logon to ANZ Transactive - Global for further details."
Please logon to ANZ Transactive - Global and approve it before the cut-off time.
Payment ID: [Payment ID reference]
Customer Reference: [Customer reference]
Please logon to ANZ Transactive - Global for further details."
Transaction Processed notification.
"Transaction with the Payment ID [Payment ID reference] dated [Date] has been processed.
Beneficiary Name: [Beneficiary name]
Payment Amount: [Payment amount]
Customer Reference: [Customer reference]
Status: [Payment status]
Please logon to ANZ Transactive - Global for further details."
Beneficiary Name: [Beneficiary name]
Payment Amount: [Payment amount]
Customer Reference: [Customer reference]
Status: [Payment status]
Please logon to ANZ Transactive - Global for further details."
If you do not wish to receive these notifications, please refer to Notifications and Alerts to update your user settings.
Set Language
Choose your preferred language settings. The screens will update to your selected language.
Choose from English, Traditional Chinese, Japanese, Vietnamese, Khmer, Bahasa* or Simplified Chinese.
Choose from English, Traditional Chinese, Japanese, Vietnamese, Khmer, Bahasa* or Simplified Chinese.
*Currently only available for Accounts menu screens and Balance and Transaction Reports (BTR) only.
Sample International Payment screen in Traditional Chinese.
Set Landing Page
Set your preferred landing page, such as the Current Payments screen or Reports screen. This will be first screen you will see every time you log in.
Go to the page you would like as your landing page, e.g., Current Payments screen, click your User Settings and then click Set Landing Page.