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Create Account Group

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Company Administrators must complete Know Your Customer (KYC) requirements for each geography you operate in and log in with a security device to perform administration tasks.

About Account Groups

Company Administrators* can create a new Account Group by logically grouping a set of accounts together, e.g., by currency, workstream or usage. You can then assign the account group to one or more users. When an account group is modified to add or remove accounts, this is reflected in all users that have permissions to the account group.

* Not available for Administrators who have Commercial Cards roles only.

Create Account Group screen
New Account Group screen.png

Create a new Account Group

To create an account group, follow the steps below.

STEP ACTION
1 Click Administration > Account Group Management menu.
2 Click New on the Control Bar.
3 Enter a unique Group Name up to 80 characters.
4 Enter a Group Description up to 200 characters.
5 Click Add in the Accounts section.
6 Select one or more (up to 1000) accounts in the list to add to the account group and click OK.
7 Click Submit
RESULT: The result will be dependent on your organisation's Administration Model:
ADMINISTRATION MODEL OUTCOME
One Administrator A confirmation message indicates the account groups is created.
The account group is now in an Approved workflow status and can now be assigned to users.
Dual or triple Administrators The request will require additional approval.
The account group is now in a Pending Approval workflow status.
The account group requires another Administrator(s) to either approve the account group before it can be assigned to users or rejected.
Errors and Alerts
Error and alert messages such as 'fields validations' display information about the impacted field(s) and highlights the field(s) in red. You can update the information within the impacted field(s) and continue processing.

Mandatory field validations:

Error - Mandatory Fields.png

Know Your Customer validation:

Company Administrators need to provide additional Know Your Customer (KYC) documents to meet regional regulations for all geographies you operate in, outside of Australia and New Zealand. Please contact ANZ to complete the KYC process. Error - Incomplete KYC.png

Next Steps

When the Account Group has been successfully created and approved, you can assign the new account group to a user. Refer to:

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