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Create Commercial Cards Service Requests

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 create a Commercial Cards Service Request, follow the steps below.

STEP ACTION
1 Click New on the Control Bar from the Service Requests screen
2 Select the service request type and follow the relevant procedure below:
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.
Card Limit Change
  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 from the drop-down list. 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.
  8. Select an Effective Date, up to 12 months in the future, from the calendar
  9. For Temporary limits, select an Expiry Date from the calendar
  10. For Temporary limits, enter the Revert Limit to take effect after the Expiry Date
  11. If required, add Comments applicable to the request for other users in your organisation to view
  12. If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
  13. Click Review & Submit
  14. Review the details on screen and 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 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)
Raise a Replace Card service request for cards that have been damaged.
  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.
  6. For NZD cards, if required enter a Delivery Contact Name and Delivery Contact Number
  7. If required, add Comments applicable to the request for other users in your organisation to view
  8. If applicable, click the checkbox to acknowledge and accept the declaration clause(s).
  9. Click Review & Submit
  10. Review the details on screen and 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 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)
  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. Review the details on screen and 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
  1. Select New Cardholder Request
  2. If required, select a Billing Entity
  3. Add Cardholder Details:
    Add Australia Cardholder
    1. Select the cardholder's Title from the drop-down list
    2. Enter the cardholder's First Name
    3. If available, enter the cardholder's Middle Name
    4. Enter the cardholder's Surname
    5. Select the cardholder's Date of Birth from the calendar
    6. Enter the Name to Appear on the Card
    7. If available, enter the Cardholder Mobile Number
    8. If applicable, enter the cardholder’s Security Code which is a password that you create for the cardholder
    9. If applicable, enter the cardholder's Employee ID
    10. If applicable, select Deliver card to an alternative address checkbox and enter the new address details in the Alternative Cardholder Address section
    11. 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.
    12. Enter the Transaction Limit in multiples of $100 or $0 or tick the Unrestricted checkbox for an unlimited limit
    13. 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.
    14. Enter the Daily ATM Cash Limit that can be withdrawn from the card per day from an ATM
    15. 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
    1. Select the cardholder's Title from the drop-down list
    2. Enter the cardholder's First Name
    3. If available, enter the cardholder's Middle Name
    4. Enter the cardholder's Surname
    5. Select the cardholder's Date of Birth from the calendar
    6. If available, enter the Cardholder Contact Number
    7. If applicable, enter the cardholder's Employee ID
    8. Enter the cardholder's Email Address
    9. Enter the cardholder's Address Line 1
    10. If applicable, enter the cardholder's Address Line 2
    11. Enter the cardholder's Suburb
    12. Enter the cardholder's Town/City
    13. Enter the cardholder's Postcode
    14. Select the cardholder's Country or Region from the drop-down list
    15. If applicable, select Deliver card to an alternative address checkbox and enter the new address details in the Alternative Cardholder Delivery Address section
    16. Select the Card Dispatch Method. Choose from Mail or Courier.
    17. If applicable, enter a Delivery Contact Name
    18. If applicable, enter a Delivery Contact Number
    19. Enter the Credit Limit of the card in multiples of $100 for each statement cycle.
      The minimum Spend Cap/Credit Limit is $500.00.
    20. Enter the Transaction Limit in multiples of $100 or tick the Unrestricted checkbox for an unlimited limit
    21. 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.
    22. 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. Review the details on screen and 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
  1. Select New Cardholder Request - Bulk File Upload
  2. Select the Country or Region from the drop-down list. Choose from Australia or New Zealand.
  3. If required, click Download Template File
    1. Add details to the spreadsheet
    2. Click to Export from the top of the spreadsheet
    3. 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
  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. Click the checkbox to acknowledge and accept the declaration clause(s).
  7. Click Review & Submit
  8. Review the details on screen and 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