Transactive Trade - Getting Started – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive Global customers banking in all ANZ geographies.
Full details are available in Features by Geography.

How to Login - Trade application (Security Device User)

It is recommended to periodically clear Cache and Cookies on your computer. Instructions vary depending on your nominated browser. For more information, refer to System Requirements and Cache and Cookies.

How to Login - Trade application (User ID & Password User)

How to Logout successfully

Once you have finished using ANZ Transactive Trade, it is essential to log out correctly. If you exit the browser window rather than using the Logout button, ANZ Transactive Trade considers the session active for a short time. Please ensure you click Logout to exit the session securely.

Change Password

ANZ administered user

ANZ administered users have an email address, mobile phone number and security questions registered with ANZ. ANZ administered users can utilise the self-service Change Password and Forget Password options available on the Log On page.

Company administered user

Company administered users are created and managed by the Company administrator. You can change your password as follows or contact your Company administrator to reset your password. For more information, please refer to Manage User profiles.

Navigating the System

Application Banner

The Application Banner contains features that are accessible from all screens within the application. It is recommended you do not use the controls on your browser’s toolbar, such as Back, Forward and Refresh to navigate through the system.

FEATURE	DESCRIPTION
Home	Return to the Home screen dashboard
Mail Messages	View Mail Messages sent to your business entity from ANZ
Notifications	View Notifications of transactions processed, returned and cancelled
In-Channel Help	In-Channel help text
Logout	Log out of the application and any underlying applications in a secure manner
User Name/User Preference	Manage your User Preferences, change your password, choose a date format and view your user settings
My Links	Add your favourite tasks, frequently used reports, commonly used reference data options and view recent transactions
Last Sign-In	View the date and time you last accessed the application
Menus	Access the menus assigned to your user entitlements

Announcements

New announcements about system maintenance, helpful security tips and changes to functionality, etc., will be displayed on the Home screen dashboard upon first login. Click More to view the full message or multiple active messages.

User Preferences

User Preferences allows you to manage your password, email address, date format preference and view your user entitlements. For more information, please also refer to your User profile under the Reference Data menu.

We recommend adding your email address to ensure you receive email notifications.

Refer to Change Password - Company administered user

My Links

In My Links, you can add your Favourite Tasks, including commonly used Reference Data, Recent Instruments, and Favorite Reports.

Favourite Tasks

To add your favourite tasks to your Home screen dashboard, click on My Links, then Favourite Tasks.

Click the tasks you want to add to your Favourite Tasks
Select the order to display your tasks
Click Update
Click Save

Recent Instruments

To view your recent instruments from your Home screen dashboard, click on My Links, then Recent Instruments.

Favourite Reports

To add your frequently used reports from your Home screen dashboard, click on My Links, then Favourite Reports.

Click the reports you want to add to your Favourite Reports
Select the order to display your reports
Click Update
Click Save

Customise Grids

You can customise all grids in the system to suit your preferences.

To hide or show columns, click Settings and untick or tick the checkboxes next to the column name
To customise the column order, click the column you want to move and then drag and drop the column to your preferred order
To resize columns, click the edge of the column heading and drag to your preferred size
To sort columns, click the column heading. The column will reorder in ascending order. Click again to order in descending order
Click Settings and then click Save Current View or Reset to default view to save or restore grid view

Session Timeout

Your session will time out after 15 minutes of inactivity. A pop-up warning will appear two minutes prior to the session timeout. You can continue working in the system by selecting a button or tab to reactive the session. Alternatively, you can Logout of the system if it is no longer required.

Dashboard

Click Home from the Application Banner to return to the Home screen dashboard at any time. Click Customise Dashboard to customise your dashboard Tiles and Grids.

Home Screen Dashboard

View the current transactions, Mail Messages and Notifications from the Home screen dashboard based on your user entitlements.

All Transactions

FILTERS	DESCRIPTION
Show	Filter by All Work, My Work, Work for Organisation.
Instrument Group	Filter by Instrument Group, e.g., All, Trade, Payables, etc.
Instrument Type	Filter by Instrument Type, e.g. Import LC.
Status	Filter by transaction Workflow Status.
Show 5 10 20	Click the number of items to show in the grid.
Settings	Add or remove columns from the grid.

COLUMNS

COLUMN	DESCRIPTION
Instrument ID	Click Instrument ID to view the summary and Transaction Log.
Instrument Type	Instrument Type details, e.g. Import LC.
Transaction	Click Transaction Type, e.g. Issue, to view the details.
ISO20022 Compliant	Yes or No.
CCY	Transaction currency.
Amount	Transaction amount.
Status	Transaction workflow status.
Party	Counterparty name.
Primary Reference	Your instrument reference number.
Date Started	Date transaction was created.
Vendor ID	Your ERP system's unique party reference ID.
Bank Name	Bank group name.

Mail Messages

FILTERS	DESCRIPTION
Show	Filter by All Mail, by Organisation, Me (and unassigned).
Read/Unread	Filter by All, Read Messages or Unread Messages.
Show 5 10 20	Click the number of items to show in the grid.
Settings	Add or remove columns from the grid.

COLUMNS

COLUMN	DESCRIPTION
Date & Time	Date & Time the mail message was received.
Subject	Click Subject to view the mail message.
Reference	Your instrument reference number.
Status	Received - Message received from ANZ Replied - Message replied to ANZ
Assigned To	User to who the message is assigned.
Party	Counterparty name.
Vendor ID	Your ERP system's unique party reference ID.

Notifications

FILTERS	DESCRIPTION
Show	Filter by All, or by Organisation.
Status	Filter by Status.
Read/Unread	Filter by All, Read Notifications or Unread Notifications.
Show 5 10 20	Click the number of items to show in the grid.
Settings	Add or remove columns from the grid.

COLUMNS

COLUMN	DESCRIPTION
Date & Time	Date & Time the notification was received.
Instrument ID	Click Instrument ID to view the summary and Transaction Log.
Reference	Your instrument reference number.
Instrument Type	Instrument Type details, e.g. Import LC.
Transaction	Click Transaction Type, e.g. Issue, to view the details.
Party	Counterparty name.
CCY	Transaction currency.
Amount	Transaction amount.
Status	Transaction workflow status.
Vendor ID	Your ERP system's unique party reference ID.

Pre-Debit Notifications

FILTER	DESCRIPTION
Show	Filter by All Mail, by Organisation, Me (and unassigned).
Read/Unread	Filter by All, Read Messages or Unread Messages.
Payment Date From	Select From date.
Payment Date To	Select To date.
Currency	Filter by Currency.
Show 5 10 20	Click the number of items to show in the grid.
Settings	Add or remove columns from the grid.

COLUMNS

COLUMN	DESCRIPTION
Date & Time	Date & Time the Notification was received.
Subject	Funding Notification <Instrument ID>.
Reference	Your instrument reference number.
CCY	Transaction currency.
Payment Amount	Payment amount.
Payment Date	Expected settlement date.
Assigned To.	User to who the Pre-Debit Notification is assigned.

Pending Panel Authorisation Transactions

FILTERS	DESCRIPTION
Show	Filter by All Work, Organisation.
Instrument Group	Filter by Instrument Group, e.g., All, Trade, Payables, etc.
Instrument Type	Filter by Instrument Type, e.g. Import LC.
My Transactions	Filter by All Work, My Work
Show 5 10 20	Click the number of items to show in the grid.
Settings	Add or remove columns from the grid.

COLUMNS

COLUMN	DESCRIPTION
Action	Click Action to view remaining Panel Authorisation requirements and trigger email notifications to pending authorisers.
Instrument ID	Click Instrument ID to view the summary and Transaction Log.
Instrument Type	Instrument Type details, e.g. Import LC.
Transaction	Click Transaction Type, e.g. Issue, to view the details.
CCY	Transaction currency.
Amount	Transaction amount.
Status	Transaction workflow status.
Party	Counterparty name.
Primary Reference	Your instrument reference number.
Date Started	Date transaction was created.

PENDING PANEL AUTHORISATION FOR:

Click View Authorisations for an instrument to view the Panel Authorisation requirements and Panel Amount Range.

COLUMNS	DESCRIPTION
Panel Amount Range	Currency and panel amount value.
Authorisation Sequence	Sequence of panel approvals required.
Authorisations Remaining	Number of remaining authorisers required to complete the approval process.
Approvals Received	List of panel approvers already received.
Panel Approver(s)	List of panel approvers required to complete the approval process. Click Panel Approver Select users to notify that a transaction requires their approval Click Notify to send the Notification email

For more information, please refer to Manage Panel Authorisation Group under the Reference Data menu.

Dashboard Tiles

Dashboard tiles provide a high-level view of important and frequently used tasks.

TILE	DESCRIPTION
Transactions for Authorisation	Number of transactions requiring authorisation. Click the number to view the transactions pending authorisation from the All Transactions grid
Transactions for Processing	Number of transactions requiring processing. Click the number to view the transactions pending data input completion from the All Transactions grid
Returned by Bank	Number of transactions returned by the bank. Click the number to view the returned transactions from the All Transactions grid
Pre-Debit Notifications	Number of new, read and in progress Pre-Debit Notifications. Click the number to view the Pre-Debit Notifications from the Pre-Debit Notifications grid
Tracers	Number of the new, read and draft Tracers. Click the number to view tracers from the Mail Messages grid
Discrepancy Notices	Number of new, read and in progress Discrepancy Notices. Click the number to view Discrepancy Notices from the Mail Messages grid

Customise Dashboard

The ANZ Transactive Trade dashboard is the default screen you see when you log into the application. This screen is customisable, allowing you to choose and arrange content that suits your needs.

Click Customise Dashboard
Choose your required Messages and Transactions to appear in the grid on your dashboard
Choose your required tiles to appear on your dashboard
Order your grid and tiles in which it will be displayed on your Home screen dashboard.
Click Preview to view the layout of your dashboard, then click x
Click Save & Close

Dashboard_Preferences_v.01.png

RESULT: Your dashboard will be displayed in the order of your preferences.

How to create a new instrument

There are multiple ways to create a new Instrument. Please choose from one of the following methods:

Method 1: Click New Instrument from the Application Banner menu, then choose Instrument Type
Method 2: Click New Instrument from the Application Banner menu, then Choose Template
Method 3: Click New Instrument from the Application Banner menu, then Copy From Existing
Method 4: Open a previous Instrument, then click Copy Instrument
Method 5: Click Transactions from the Application Banner menu, then Pending Transactions or History. Choose an Instrument from the grid, then click Copy Selected

New Instrument

Creating a new instrument from a blank form allows you to manually enter all details into the instrument type selected, e.g. Guarantee, Trade Loan, Import Letter of Credit, etc. without any pre-populated fields. Instrument types available are based on your Organisation's requirements.

To create a new instrument from a blank form, follow the below steps:

STEP	ACTION
1	Click New Instrument from the Application Banner menu
2	Click the new trade instrument type RESULT: A blank instrument form is available for manual data entry.

Choose Template

Creating a new instrument from an existing template allows you to use data from a preconfigured form, requiring minimal input. A Template Search enables you to select the template to create your new instrument. For more information, please refer to Manage Templates.

To create a new instrument from a template, follow the below steps:

STEP	ACTION
1	Click New Instrument from the Application Banner menu
2	Click Choose Template
3	Choose the Template Name from the Template Search window
4	Click Select RESULT: The preconfigured form is available for any additional input or editing.

Copy From Existing

Copying from an existing instrument allows you to use the same input data from a previous transaction. The Instrument Search enables you to select the instrument to copy data.

To create a new instrument from an existing instrument, follow the below steps:

STEP	ACTION
1	Click New Instrument from the Application Banner menu
2	Click Copy From Existing
3	Search and choose the Instrument from the Trade Search window
4	Click Select RESULT: The copied instrument is available for any additional input or editing.

Copy Instrument

Copying from an existing instrument allows you to use the same input data from a previous transaction. To create a new instrument from an existing instrument, follow the below steps:

STEP	ACTION
1	Open and view an existing instrument from any of the Trade screens
2	Click Copy Instrument from the Context Panel RESULT: The copied instrument is available for any additional input or editing.

Copy Selected

Copying from an existing instrument allows you to use the same input data from a previous transaction. To create a new instrument from an existing instrument, follow the below steps:

STEP	ACTION
1	Click Transactions from the Application Banner menu
2	Click either Pending Transactions or History
3	Choose the Instrument from the grid
4	Click Copy Selected
5	Choose to: Copy to Instrument Copy to Template
6	Click Continue RESULT: The copied instrument or template is available for any additional input or editing.

STEP	ACTION
1	Go to the ANZ Transactive Global User Log On page: https://transactive.online.anz.com/
2	Enter your User ID and click Submit
3	Log on by following the appropriate procedure below. Note that you will only see the log on options applicable to you. Token users Enter your Password and Token OTP response from your token and click Log On ANZ Digital Key users Enter your Password and click Log On. For more information, please refer to How to login using ANZ Digital Key. ANZ Digital Key (ADK) introduces biometric security identification, allowing you to verify your identity on your phone using your fingerprint, Face ID or PIN.
4	Click Applications from the menu, then click on your trade application RESULT: The application Home screen dashboard will open in a new browser window.