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Create Service Request

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:

Create Service Request
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. Select a Billing Entity Number:
    1. Click the Search icon
    2. Select one Billing Entity from the Add Billing Entities pop-up window:
      Add Billing Entities
  3. Click Continue
  4. 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
  5. Select the Card Number(s) to add to the request:
    1. Click Add
    2. Select one or more cards from the Add Card Numbers pop-up window
    3. Click Add
      RESULT: If one card has been selected, the Current Limit, Opening Balance and Currency of the card will be displayed.
  6. Enter a New Limit
    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. Complete the declaration if you are an Authorised Signatory or an Authorised Signatory + Identification Officer.
  13. Click Next
  14. Review the details on screen and click Submit
    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
Raise a Replace Card service request for cards that have been damaged. For lost/stolen cards, immediately call 1800 033 844 (or +61 3 9683 7043) to report your card lost/stolen.
  1. Select Replace Card
  2. Select a Billing Entity Number:
    1. Click the Search icon
    2. Select one Billing Entity from the Add Billing Entities pop-up window:
      Add Billing Entities
  3. Click Continue
  4. Select the Card Number to add to the request:
    1. Click Add
    2. Select a card from the Add Card Numbers pop-up window
    3. Click Add
      RESULT: The cardholder details and delivery address will be displayed.
  5. If applicable, select the Do you want card to be delivered to an Alternative Address checkbox and enter the new address details
  6. For NZD cards, select a Card Dispatch Method. Choose from Mail or Courier.
  7. For NZD cards, you can enter a Delivery Contact Name
  8. For NZD cards, you can enter a Delivery Contact Number
  9. If required, add Comments applicable to the request for other users in your organisation to view
  10. Complete the Declaration if you are an Authorised Signatory or an Authorised Signatory + Identification Officer.
  11. Click Next
  12. Review the details on screen and click Submit
    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
  1. Select Cancel Card
  2. Select a Billing Entity Number:
    1. Click the Search icon
    2. Select one Billing Entity from the Add Billing Entities pop-up window:
      Add Billing Entities
  3. Click Continue
  4. Select the Card Number(s) to add to the request:
    1. Click Add
    2. Select one or more cards from the Add Card Numbers pop-up window
    3. Click Add
  5. If required, add Comments applicable to the request for other users in your organisation to view
  6. Complete the Declaration if you are an Authorised Signatory or an Authorised Signatory + Identification Officer.
  7. Click Next
  8. Review the details on screen and click Submit
    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. Select a Billing Entity Number:
    1. Click the Search icon
    2. Select one Billing Entity from the Add Billing Entities pop-up window:
      Add Billing Entities
  3. Click Continue
  4. Add Cardholder:
    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. Enter the Name to Appear on the Card
    6. If available, enter the Cardholder Mobile Number
    7. Select the cardholder's Date of Birth from the calendar
    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 the Do you want card to be delivered to an Alternative Address checkbox and enter the new address details in the Alternative Cardholder Address & Card Delivery Address Details 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
    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.
    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. If available, enter the Cardholder Contact Number
    6. Select the cardholder's Date of Birth from the calendar
    7. If applicable, enter the cardholder's Employee ID
    8. If applicable, 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 the Do you want card to be delivered to an Alternative Address checkbox and enter the new address details in the Alternative 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 monthly 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 to have 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 to have an unlimited limit.
    22. Enter the Daily ATM Cash Limit that can be withdrawn from the card per day from an ATM
  5. If required, add Comments applicable to the request for other users in your organisation to view
  6. Complete the Declaration if you are an Authorised Signatory or an Authorised Signatory + Identification Officer.
  7. Click Next
  8. Review the details on screen and click Submit
    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. Click Browse to locate and select the file to upload
    You can download the Bulk Cardholder Form template using the Download file template link if required:
    Bulk File Upload

    Note that you need to click on the Export button and save the cardholder information before uploading to ANZ Transactive – Global.

  4. Complete the Declaration if you are an Authorised Signatory or an Authorised Signatory + Identification Officer.
  5. Click Upload
    RESULT: The file upload process will validate the file and a service request for each cardholder will be created.
    • 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. Select a Billing Entity Number:
    1. Click the Search icon
    2. Select one Billing Entity from the Add Billing Entities pop-up window:
      Add Billing Entities
  3. Click Continue
  4. Select the Statement Preferences option. Choose from
    1. Online Only
    2. Paper and Online
  5. Enter an Email Address to receive Email Notifications
  6. If required, add Comments applicable to the request for other users in your organisation to view
  7. Complete the Declaration if you are an Authorised Signatory or an Authorised Signatory + Identification Officer.
  8. Click Next
  9. Review the details on screen and click Submit
    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