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Manage Payment Templates

Geography: This article is applicable for ANZ Transactive - Global customers banking in all ANZ geographies who use the Payments menu. For customers in Pacific and Laos, please refer to Asia & Pacific Payments.
Full details are available in Features by Geography.
Templates will be available for Asia geographies from 2025 in a phased approach.
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
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 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
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 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
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 or rejected if instructions are incorrect or incomplete.
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
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 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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