Transactive Trade - Getting Started

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 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. 

STEP	ACTION
1	Click on Your Name from the top right of the screen
2	Enter your Current Password, New Password and Retype New Password Passwords must: Contain at least eight (8) characters Contain at least one (1) uppercase letter Contain at least one (1) lowercase letter Contain at least two (2) numbers Not contain spaces or the following special character / combinations ; -- /* * / < > Not contain your User ID Not be the same as any of your previous 13 passwords
3	Click Save. RESULT: Your password has been changed.

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 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.

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

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

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.

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

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.

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

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.

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.

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.

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.

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.