Geography: This article is applicable for ANZ Transactive Global customers banking in Australia and New Zealand. Full details are available in Features by Geography.
ANZ Single Use Card will be for eligible customers and will be available for Card Limit Change, Cancel Card and Statement Preferences service requests only.
For lost/stolen cards, please immediately call the below contact numbers to report your card lost/stolen.
Australia - 1800 033 844 (or +61 3 9683 7043)
New Zealand - 0800 473 473 (or +64 4 496 7246)
About Cards Service Requests
Eligible users can create service requests for Card Limit Change, Replace Card, Cancel Card, New Cardholder Request and Statement Preferences from the Cards Service Requests screen.
To create a Cards Service Request, follow the steps below.
STEP
ACTION
1
Click Cards > Service Requests menu.
2
Click New on the Control Bar.
3
Select the service request type and follow the relevant procedure below:
Card Limit Change
STEP
ACTION
1
Select Card Limit Change.
2
If required, select a Billing Entity.
3
Click Add to add up to 10 cards.
4
Click OK.
5
Select the Limit Type. Choose from:
Spend Cap (available for AUD Billing Entities)
Credit Limit (available for NZD Billing Entities)
Transaction Limit
Daily Over the Counter Limit
Daily ATM Cash Advance Limit
6
Enter a New Limit without decimals.
Spend Cap, Credit Limit, Transaction Limit and Daily Over the Counter Limit requests must be entered in multiples of $100.
7
Select a New Limit Type. Choose from:
Permanent or
Temporary
Select an Expiry Date
Enter the Revert Limit to take effect after the Expiry Date
8
Select an Effective Date, up to 12 months in the future, from the calendar.
9
If required, add Comments applicable to the request for other users in your organisation to view.
10
If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
11
Click Review & Submit.
12
Click Submit Request.
RESULT:
If the request was created by an Authorised to Enquire user, the request will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: The request will be submitted for processing
Dual or Triple Administration: The request will be in a Pending Second Approval status
Replace Card
For lost/stolen cards, please immediately call the contact numbers above.
Raise a Replace Card service request for cards that have been damaged.
STEP
ACTION
1
Select Replace Card.
2
If required, select a Billing Entity.
3
Select the Card Number.
4
If applicable, select the Deliver card to an alternative address checkbox and enter the new address details.
5
For NZD cards:
Select a Card Dispatch Method. Choose from:
Mail or
Courier
If required enter a Delivery Contact Name and Delivery Contact Number.
6
If required, add Comments applicable to the request for other users in your organisation to view.
7
If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
8
Click Review & Submit.
9
Click Submit Request.
RESULT:
If the request was created by an Authorised to Enquire user, the request will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: The request will be submitted for processing
Dual or Triple Administration: The request will be in a Pending Second Approval status
Cancel Card
For lost/stolen cards, please immediately call the contact numbers above.
STEP
ACTION
1
Select Cancel Card.
2
If required, select a Billing Entity.
3
Click Add to add up to 10 cards to the request.
4
If required, add Comments applicable to the request for other users in your organisation to view.
5
If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
6
Click Review & Submit.
7
Click Submit Request.
RESULT:
If the request was created by an Authorised to Enquire user, the request will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: The request will be submitted for processing
Dual or Triple Administration: The request will be in a Pending Second Approval status
New Cardholder Request
STEP
ACTION
1
Select New Cardholder Request.
2
If required, select a Billing Entity.
3
Add Cardholder Details:
Add Australia Cardholder
Select the cardholder's Title from the drop-down list
Enter the cardholder's First Name
If available, enter the cardholder's Middle Name
Enter the cardholder's Surname
Select the cardholder's Date of Birth from the calendar
Enter the Name to Appear on the Card
Enter the Cardholder Mobile Number This is a 10-digit number starting with 04.
If applicable, enter the cardholder’s Security Code which is a password that you create for the cardholder
If applicable, enter the cardholder's Employee ID
If applicable, select Deliver card to an alternative address checkbox and enter the new address details in the Alternative Cardholder Address section
Enter the monthly Spend Cap of the card in multiples of $100 for each statement cycle
The minimum Spend Cap/Credit Limit is $500.00.
Enter the Transaction Limit in multiples of $100 or $0 or tick the Unrestricted checkbox for an unlimited limit
Enter the Daily Over the Counter Limit which is the maximum amount that can be withdrawn from the card over the counter at a bank or at another financial agency. Enter the amount in multiples of $100 or $0 or tick the Unrestricted checkbox for an unlimited limit.
Enter the Daily ATM Cash Limit that can be withdrawn from the card per day from an ATM
If applicable, select the Merchant Block Profile (MCC) from the drop-down list. Choose from: Profile 1, Profile 2, Profile 3 or Profile 4.
Add New Zealand Cardholder
Select the cardholder's Title from the drop-down list
Enter the cardholder's First Name
If available, enter the cardholder's Middle Name
Enter the cardholder's Surname
Select the cardholder's Date of Birth from the calendar
Enter the Cardholder Mobile Number This is usually a 10-digit number starting with 02.
If applicable, enter the cardholder's Employee ID
Enter the cardholder's Email Address
Enter the cardholder's Address Line 1
If applicable, enter the cardholder's Address Line 2
Enter the cardholder's Suburb
Enter the cardholder's Town/City
Enter the cardholder's Postcode
Select the cardholder's Country or Region from the drop-down list
If applicable, select Deliver card to an alternative address checkbox and enter the new address details in the Alternative Cardholder Delivery Address section
Select the Card Dispatch Method. Choose from Mail or Courier.
If applicable, enter a Delivery Contact Name
If applicable, enter a Delivery Contact Number
Enter the Credit Limit of the card in multiples of $100 for each statement cycle.
The minimum Spend Cap/Credit Limit is $500.00.
Enter the Transaction Limit in multiples of $100 or tick the Unrestricted checkbox for an unlimited limit
Enter the Daily Over the Counter Limit which is the maximum amount that can be withdrawn from the card over the counter at a bank or at another financial agency. Enter the amount in multiples of $100 or $0. Alternatively, click the Unrestricted checkbox for an unlimited limit.
Select the Daily ATM Cash Limit that can be withdrawn from the card per day from an ATM
4
If required, add Comments applicable to the request for other users in your organisation to view.
5
If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
6
Click Review & Submit.
7
Click Submit Request.
RESULT:
If the request was created by an Authorised to Enquire user, the request will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: The request will be in a Pending Verification status
Dual or Triple Administration: The request will be in a Pending Second Approval status
New Cardholder Request - Bulk File Upload
STEP
ACTION
1
Select New Cardholder Request - Bulk File Upload.
2
Select the Country or Region. Choose from:
Australia or
New Zealand
3
If required, click Download Template File.
Add details to the spreadsheet
Click to Export from the top of the spreadsheet
Save CSV file locally
4
Click Browse to upload the file
You can upload only 1 file. Once uploaded the File Status screen will be shown. Errors (if any) will appear on the File Status screen. You will need to correct the entries and upload the corrected file again.
5
If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
6
Click Upload File.
RESULT: The file upload process will validate the file and create a service request for each cardholder.
If the request was created by an Authorised to Enquire user, the requests will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: The requests will be in a Pending Verification status
Dual or Triple Administration: The requests will be in a Pending Second Approval status
Statement Preferences
STEP
ACTION
1
Select Statement Preferences.
2
If required, select a Billing Entity.
3
Select the Statement Preferences option. Choose from:
Online Only or
Paper and Online
4
Enter an Email Address to receive Email Notifications
5
If required, add Comments applicable to the request for other users in your organisation to view.
6
If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
7
Click Review & Submit.
8
Click Submit Request.
RESULT:
If the request was created by an Authorised to Enquire user, the request will be in a Pending Approval status
If the request was created by an Authorised Signatory or an Authorised Signatory + Identification Officer:
Single Administration: The request will be submitted for processing
Dual or Triple Administration: The request will be in a Pending Second Approval status
Next Steps
When the service request has been successfully submitted, and is now in a Pending Approval or Pending Second Approval status, the next steps can be:
When the New Cardholder service request has been successfully uploaded or submitted, and is now in a Pending Verification status, the next steps will be: