Asia & Pacific - Manage templates – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive Global customers banking in the Pacific, Indonesia, Laos and Taiwan. Full details are available in Features by Geography.

Copy Template

To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when using the copy template function.

You cannot remove the Fixed Payment Template option if selected.
You cannot edit the debit account and payment method.
You can delete a beneficiary by selecting the bin icon against the beneficiary line item.
You can edit beneficiary information by selecting the Details icon against the beneficiary line item.
Once the template has been saved, the template can be used to create a payment. No additional approval required.

STEP	ACTION
1	Click Asia & Pacific Payments > Template screen.
2	Locate the template and use one of the following methods to copy the template: Method 1: Right-click on the template and click Copy on the Context Menu Method 2: Select the template and click Actions > Copy on the Control Bar Method 3: Click on the template to display the Template Details screen and then click Copy on the Control Bar
3	Enter Template Name and if required select Template Group.
4	Select Create to create a copy of the selected template.
5	If required, edit the template details.
6	Click Save.
7	Click Close to return to the Templates screen.

Create Template from Payment

To reduce the risk of fraud, ANZ recommends you always validate beneficiary details when using the copy payment function.

You cannot edit the debit account and payment method.
You can delete a beneficiary by selecting the bin icon against the beneficiary line item.
You can edit beneficiary information by selecting the Details icon against the beneficiary line item.

STEP	ACTION
1	Click Asia & Pacific Payments > Approve Payments screen or Click Asia & Pacific Payments > Current Payments screen or Click Asia & Pacific Payments > Past Payments screen or
2	Locate the payment and use one of the following methods to create the template: Method 1: Right-click on the payment and click Create Template on the Context Menu Method 2: Select the payment and click Actions > Create Template on the Control Bar Method 3: Click on the payment to display the Payment Details screen and then click Actions > Create Template on the Control Bar
3	Enter Template Name and if required select Template Group.
4	If required, select Fixed Payment Template.
5	Select Create to create a template from the selected payment and is now available from the Templates menu.
6	If required, edit the template details.
7	Click Save.
8	Click Close to return to the Templates screen.

Delete Template

STEP

ACTION

Click Asia & Pacific Payments > Template screen.

Locate the template and use one of the following methods to delete a template:

Method 1: Right-click on the template and click Delete on the Context Menu
Method 2: Select the template(s) and click Actions > Delete on the Control Bar
Method 3: Click on the template to display the Template Details screen and then click Delete on the Control Bar

Click Yes in the confirmation pop-up window to permanently delete the template(s).
The template status will update to Deleted.

Edit Template

You cannot remove the Fixed Payment Template option if selected.
You cannot edit the debit account and payment method.
You can delete a beneficiary by selecting the bin icon against the beneficiary line item.
You can edit beneficiary information by selecting the Details icon against the beneficiary line item.
Once the template has been saved, the template can be used to create a payment. No additional approval required.

STEP	ACTION
1	Click Asia & Pacific Payments > Template menu.
2	Locate the template and use one of the following methods to move the template into edit mode: Method 1: Right-click on the template and click Edit on the Context Menu Method 2: Select the template and click Actions > Edit on the Control Bar Method 3: Click on the template to display the Template Details screen and then click Edit on the Control Bar
3	Edit the template as required.
4	Click Save. Any new payments created from this template will populate with the updated payment instructions.
5	Click Close to return to the Templates screen.

View Template

To view a template, follow the steps below.

STEP	ACTION
1	Click Asia & Pacific Payments > Templates menu.
2	Locate the template you want to view. There are several ways to find a template: 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	To view the Template Details screen, click the template from the grid.
4	Choose from one of the following steps below: Click Create Payment to create a payment from this template. Click Edit to update the payment template details. Click Delete to permanently remove the template. Click Copy to create a copy of the template. Click Refresh to refresh the template details, if amended. Click Close to return to the Templates screen.

You may find these helpful

Guides

Videos

Need more help?