Copy Direct Debit – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

Depending on a direct debits status and when it was processed, a direct debit will be available to copy in either the Current Direct Debits or Past Direct Debits screens.

To copy the details of a direct debit in a Future Dated or Processing status, Copy Direct Debit in Current Direct Debits:

Copy Direct Debit in Current Direct Debits

You can also copy direct debits in a Completed, Completed with Error or Bank Rejected status that have been processed in the last 30 calendar days from the Current Direct Debits screen.

STEP	ACTION
1	Go to the Receivables > Current Direct Debits screen
2	Locate the direct debit and use one of the following methods to copy the direct debit: Method 1: Right-click on the direct debit and click Copy on the Context Menu Method 2: Select the direct debit and click Actions > Copy on the Control Bar Method 3: Click on the direct debit in the list to display the Direct Debit Details screen and then click Copy on the Control Bar RESULT: The direct debit is created in a Draft status.
3	Click on the direct debit to view the Direct Debit Details Screen
4	Review and submit the direct debit

To copy the details of a direct debit in a Completed, Completed with Error or Bank Rejected status, Copy Direct Debit in Past Direct Debits:

Copy Direct Debit in Past Direct Debits

STEP	ACTION
1	Go to the Receivables > Past Direct Debits screen
2	Enter your search criteria into the search fields and click Search (Value Date and Division Name are mandatory)
3	Use one of the following methods to copy the direct debit: Method 1: Right-click on the direct debit and click Copy on the Context Menu Method 2: Select the direct debit and click Actions > Copy on the Control Bar Method 3: Click on the direct debit in the list to display the Direct Debit Details screen and then click Copy on the Control Bar RESULT: The direct debit is created in a Draft status.
4	Review and submit the direct debit