Manage Payment Templates – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies who use the Payments menu. For customers in the Pacific, Indonesia, Laos and Taiwan, please refer to Asia & Pacific Payments.
Full details are available in Features by Geography.

Approve Template

If your organisation needs Approval for templates when creating, editing or deleting a template, the template will be submitted for approval. Once approved, the template can be used to create a payment.

To approve template(s) in a Pending Approval status, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select templates with a Pending Approval status: Click View > Pending Approval from the Control Bar, or Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to approve the template(s): Method 1: Select the template(s) and click Approve on the Control Bar Method 2: Right-click on the template and click Approve on the Context Menu Method 3: Select the template(s) and click Actions > Approve on the Control Bar Method 4: Click on the template to display the Template Details screen and then click Approve on the Control Bar RESULT: The template(s) has been approved and now in an Approved status. The approved template can now be used to create a payment from the template.

Copy Template

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

To copy a template in an Approved or Deleted status, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select a template with an Approved or Deleted status: Click View > Approved from the Control Bar, or Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	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 Approve on the Control Bar RESULT: The template details are copied into a new template and is in a Draft status. Complete the template instructions and Save as Draft or Review & Submit.

Delete Template

To delete template(s) in a Draft, Needs Repair, Approver Rejected or Approved status, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select templates with a Draft, Needs Repair, Approver Rejected or Approved status: Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to delete the template(s): 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 RESULT: The template(s) has been deleted or submitted for approval before being deleted. The template(s) will now be in a Deleted status.

Edit Template

To edit a template in a Pending Approval status, you must recall the template before you can edit.

To edit a template in a Draft, Needs Repair, Approver Rejected or Approved status, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select a template with a Draft, Needs Repair, Approver Rejected or Approved status: Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to edit the template: 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 RESULT: The template can now be edited. Complete the template instructions and Save as Draft or Review & Submit.

Recall Template

To recall template(s) that has been submitted for approval and is in a Pending Approval status, follow the steps below. This will change the template status to Draft to allow editing.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select templates with a Pending Approval status: Click View > Pending Approval from the Control Bar, or Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to recall the template(s): Method 1: Right-click on the template and click Recall on the Context Menu Method 2: Select the template(s) and click Actions > Recall on the Control Bar Method 3: Click on the template to display the Template Details screen and then click Recall on the Control Bar RESULT: The template(s) has been recalled and is in a Draft status. Complete the template instructions and Save as Draft or Review & Submit.

Reject Template

To reject template(s) in a Pending Approval status, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select templates with a Pending Approval status: Click View > Pending Approval from the Control Bar, or Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to approve the template(s): Method 1: Select the template(s) and click Reject on the Control Bar Method 2: Right-click on the template and click Reject on the Context Menu Method 3: Select the template(s) and click Actions > Reject on the Control Bar Method 4: Click on the template to display the Template Details screen and then click Reject on the Control Bar
4	Select or enter a reason for rejecting the template(s), then click OK. RESULT: The template(s) has been rejected and in an Approver Rejected status. Complete the template instructions and Save as Draft or Review & Submit.

Submit Template

To submit a template in a Draft, Approver Rejected, or Needs Repair status, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select a template with a Draft, Approver Rejected, or Needs Repair status: Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to submit the template: Method 1: Right-click on the template and click Submit on the Context Menu Method 2: Select the template and click Actions > Submit on the Control Bar Method 3: Click on the template to display the Template Details screen and then click Submit on the Control Bar RESULT: The template has been submitted or submitted for approval. Once approved, the approved template can now be used to create a payment from the template.

View Template

To view a template, follow the steps below.

STEP	ACTION
1	Click Payments > Templates menu.
2	Search and select template: Click View > Pending Approval, Approved or Required Action from the Control Bar, or Use Filter from the Control Bar and enter searchable criteria, or Sort columns by clicking the column heading to reorder column by ascending or descending order.
3	Use one of the following methods to approve the template(s): Method 1: Click on the template from the grid Method 2: Right-click on the template from the grid and click View on the Context Menu Method 3: Select the template and click Actions > View on the Control Bar

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