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Approve Direct Debit

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

To approve a direct debit that is in a Pending Approval status, follow the steps below.

  • You cannot approve a direct debit that you created, unless you have Allow Self Approval entitlements. Please note this is not applicable for direct debits created from a periodic direct debit schedule as it considers the system has created the direct debit.
  • Use Method 1 or 2 to approve several direct debits at the same time
AU direct debits submitted to ANZ for processing between 6pm to 7:30pm Melb/Syd time will incur a Late Lodgement fee.
STEP ACTION
1 Go to the Receivables > Current Direct Debits screen
2 Click View > Direct Debits For My Approval from the Control Bar to view all direct debits Pending Approval. If required, you can further refine the direct debits on screen by using Filter or Sort: 
  • Use Filter on the Control Bar. Enter criteria into one or more text boxes that are under each column heading to display matching records.
  • Sort columns by clicking on the column heading. The column will reorder in ascending order. Click again to order in descending order.
3 Use one of the following methods to display the Approve Selected Direct Debit pop-up window:
  • Method 1: Right-click on the direct debit(s) and click Approve on the Context Menu
  • Method 2: Select the direct debit(s) and click Actions > Approve on the Control Bar
  • Method 3: Click on the direct debit in the list to display the Direct Debit Details screen and then click Approve on the Control Bar
RESULT: The Approve Selected Direct Debit pop-up window is displayed. Note that you will only see token instructions if this is the final approval.
4 Review the direct debit details:
  • If this is not the final approval, go to Step 5
    If there are no token instructions on screen, it is not the final approval.
  • If this is the final approval, go to Step 6
5 Click Approve
RESULT: A confirmation message is displayed advising that the direct debit(s) has been approved. It will remain in a Pending Approval status until all approvals are obtained. 
6 As this is the final approval, you will need to digitally sign the direct debit(s) in order to send it to the bank for processing.
ANZ Digital Key
Follow the instructions on screen to:
Approve via a Push Notification
If you enabled Notifications when you activated ANZ Digital Key, you will receive push notification messages whenever you have a request to be approved. To approve direct debits via ANZ Digital Key, follow the steps below:
STEP ACTION
1 Tap on the push notification on your mobile device, which will launch the ANZ Digital Key app 
2 Tap Log On in ANZ Digital Key and authenticate access by entering your PIN, Face ID or Fingerprint ID
RESULT: Details of request requiring approvals will be displayed.
3 Review the pending request details shown in ANZ Digital Key and tap Accept to accept the request, or Decline to decline the request.

RESULT: The request will be processed and completed. Close the app as no further action is required.

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Approve via a QR Code
If you did not enable Notifications when you activated ANZ Digital Key, follow the steps below to approve direct debits via ANZ Digital Key:
STEP ACTION
1 Tap Log On in ANZ Digital Key and authenticate access by entering your PIN, Face ID or Fingerprint ID
2 Tap on Scan QR Code on the screen
RESULT: ANZ Digital Key will switch to camera mode. Use the camera to scan the request approval QR Code.
If you are experiencing difficulties scanning the QR Code, please:
  • ensure the entire QR Code is visible before attempting to scan the QR Code (you may need to scroll down)
  • try moving your device closer or further away from your screen
  • adjust the brightness on your camera
3 Review the pending request details shown in ANZ Digital Key and tap Accept to accept the request, or Decline to decline the request.

RESULT: The request will be processed and completed. Close the app as no further action is required.

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Token
Follow the instructions on screen to: 
    • Step 1: Generate your authorisation code
    • Step 2: Enter your authorisation code
    • Step 3: Click Approve
RESULT: A confirmation message is displayed advising that the direct debit has been submitted and the direct debit status changes to Processing.
You will receive an error message if our records show incomplete KYC (Know Your Customer) information registered in the jurisdiction of the domiciled account. Please contact ANZ and arrange to submit additional information. Your selected direct debit(s) are not approved.