Application Banner
The Application Banner contains features that are accessible from all screens within the application.
| FEATURE | DESCRIPTION |
|---|---|
| Toggle Navigation | Hide or show the left hand side Menu. |
| Notification Centre | Access the most recent reports that are ready for download and important messages from ANZ, including:
|
| User Settings | Manage your preferences, set your language, change your landing page or view the last three times you logged into the system. |
| Help | Access Online Help. |
| Contact | Access key ANZ contact information. |
| Log Off | Click here to log out of the application and any underlying applications. |
Contact
Contact an ANZ Customer Service representative by clicking Contact from the Application Banner.
Users in Australia can now be digitally identified and verified without the need to answer security questions, by following the prompts onscreen. When selecting the purpose of your call from the 4 options, you will receive a unique One-Time Phone Number and Access Code. By calling the number on your screen and entering your Access Code, you will automatically be authenticated and directed to an operator to assist you.
All other users will be provided with a direct contact number in your jurisdiction for your enquiry type.
Menu
The options that are available are based on your user entitlements. To hide or show the menu, click Toggle Navigation.
Customise Grids
All grids in the system can be customised to suit your preferences.
- To hide or show columns, right-click any column heading and untick or tick the checkboxes next to the column name in the pop-up window
- To customise the column order, click the column you want to move and then drag and drop the column to your preferred order
- To resize columns, click the edge of the column heading and drag to your preferred size
- To sort columns, click the column heading. The column will reorder in ascending order. Click again to order in descending order.
- To fit columns to the size of the window, scroll down and click Fit Columns To Window
- To reset columns, right-click any column heading, scroll down and click Reset Grid Columns
Click Settings, then Save Settings to save the customised grid.
Manage Folders
Folders help you organise items (accounts/billing entities/payees/payers/templates) that you want to group together. You can then use the View menu to display the items in a folder.
- Click View > Manage Folders on the Control Bar
RESULT: The Manage Folders pop-up window is displayed.
- Enter a New Folder name
- Click Add
- Click OK to close the pop-up window
RESULT: The new folder will be available to select from the View menu on the Control Bar
- From a grid screen, e.g. Operating Accounts, do one of the following:
- Right click on the item(s) and click Move To on the Context Menu
- Select the items(s) and click Actions > Move To on the Control Bar
- Select the folder to add the item to
RESULT: A message is displayed to advise that the item has been moved to the folder.
From a grid screen, e.g. Operating Accounts, do one of the following:
- Right click on the item(s) and click Move To > None (Remove From Folder) on the Context Menu
- Select the items(s) and click Actions > Move To > None (Remove From Folder) from the Control Bar
- Click View > Manage Folders on the Control Bar
RESULT: The Manage Folders pop-up window is displayed.
- To rename a folder, place your cursor in the folder row and enter the new folder name
- To delete a folder, click x
- Click OK to close the pop-up window