Customising your workspace widgets – ANZ Digital Services Help

Geography: This article is applicable for ANZ Transactive Global customers banking in all ANZ regions.

User Interface Refresh: ANZ Transactive Global

About your workspace widgets

Your dashboard is your default landing screen when you log into ANZ Transactive Global for the first time. This screen is customisable, allowing you to choose and arrange widgets that suits your needs to your workspace, including widgets displaying balances, reports, approvals, payment and workflow statuses, Commercial Cards and Loan summary information.

The workspace widgets available to you, are based on your organisation and user entitlements.

Available widgets

Widgets provide a quick view of information relevant to your organisation and can help you monitor activity from your dashboard.

Depending on your products, services and entitlements, you may be able to add the following widgets to your workspace:

Balance - view your most frequently used accounts and balances for Operating and Nostro accounts, Commercial Cards Billing Entities, Loan Facilities and outstanding Term Deposits
Cards program overview - view card programme information and balances
Cards top spend - view your highest spend categories
Favourite reports - access frequently used Account reports
Loan summary - view active loans, balances and key dates
My approvals - monitor approvals and tasks requiring action
Status - track the status and progress of activities across selected services

How to customise your workspace widgets

Customise your workspace by adding, removing, moving, resizing, renaming and managing widget content. Some widgets also include additional settings.

Add widgets

Add widgets to your workspace, such as Balance, Favourite reports, My approvals, Status, Cards top spend, Cards program overview or Loan summary.

Add widgets screen

STEP	ACTION
1	Click Add widgets or Click Customise > Add widgets from your dashboard workspace.
2	Click Add to add selected widgets. You can add multiple instances of Balance, Favourite reports, Cards top spend, Cards program overview and Loan summary widgets.
3	Click Done to view the pending, customisable widgets on your workspace.

Rearrange, resize and remove widgets

Customise your workspace by moving, resizing, or removing widgets to suit the way you work.

STEP	ACTION
1	Click Customise or continue to customise your workspace after adding widgets.
2	Choose from the following options: Drag and drop widgets to your preferred location Resize widgets using the resize control bar at the bottom of the widget. These will automatically fit your computer or mobile device screens. Click the delete icon to remove the widget
3	Click Save workspace.

Customise individual widgets

Some widgets include additional customisation or filtering options based on the type of information they display. Select a widget type below to see specific guidance on adding, removing or filtering content.

Balance widget

Balance widget screens

Balance widget menu

Add/remove accounts

Add/remove accounts

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Add/remove accounts.
3	If required, choose from the following tab options: Operating Accounts. This includes Nostro accounts. Commercial Cards Term Deposits Loans
4	If required, filter accounts by entering the full or partial account name, account number or currency before adding an account.
5	Click Add from the left panel to add up to 20 accounts across all product types combined or Click the delete icon from the right panel to remove account(s).
6	Click Save. RESULT: The widget will display the account name, account number, currency and account type. Depending on the account type, the balance will display: Operating Accounts - Ledger Balance and Available Funds Nostro Accounts - Current Balance Commercial Cards - Opening Balance, Total Available Funds and Total Limit Term Deposits - Interest Rate, Maturity Date and Principal Amount Loans - Total Loans, Current Limit and Drawn Amount

Favorite reports widget

Favourite reports screens

Favourite reports widget menu and settings

Select report profiles

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Select report profiles.
3	If required, filter reports by entering the full or partial report name, report type or file type before adding a report.
4	Select up to 10 report profiles to show in the widget.
5	If required, use the toggle to show selected reports only.
6	Click Apply x report profile(s). RESULT: The widget will display the selected report names, report types, file type and the download button.

My approvals widget

My approvals widget screens

My approvals widget menu and settings

Settings

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Settings.
3	Choose which approvals you want to display in your widget, using the toggle to turn each approval type on or off, and then tick or untick to add or remove specific approval options. Choose from: Payments Payments Beneficiaries Templates Receivables Direct Debits Payer List Templates Commercial Cards (Service Requests) Pending Approval Pending Second Approval Pending Verification Asia & Pacific Payments Payments Payments - Partially Authorised Guarantees & Standby LC's Ready to Authorise Partially Authorised Trade Finance Ready to Authorise Partially Authorised Term Deposits Term Deposits Periodic Payments (coming soon) PayTo® hub (coming soon)
4	Click Save. RESULT: The widget will display the selected approval options with a red counter indicating the number pending approval. If there are no pending approvals for the approval type, then the widget will display 'No approvals - You're up to date. Nice and organised.'
5	If required, click the pending approval option to open the screen, and then view and approve from the grid.

PayTo is a registered trade mark of NPP Australia Ltd ABN 68 601 428 737.

Status widget

Status widget screens

Status widget menu and settings

Settings

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Settings.
3	Choose which statuses you want to display in your widget, using the toggle to turn each status type on or off, and then tick or untick to add or remove specific status options. Choose from: Payments Pending Approval Approval Rejected Needs Repair Completed with Errors Bank Rejected Draft Future Dated Needs Rate Completed Insufficient Funds Receivables Pending Approval Approval Rejected Needs Repair Completed with Errors Bank Rejected Draft Future Dated Completed Commercial Cards Pending Approval Pending Second Approval Pending Verification Unsuccessful - Please resubmit Failed Validation Asia & Pacific Payments Ready to Check Pending Approval Partially Approved Needs Repair Returned by Bank Verified Pending FX FX Threshold Exceeded Draft Future Dated Cancelled Closed Partially Rejected Payment Rejected Payment - Completed with Errors Guarantees & Standby LC's Ready to Check Ready to Authorise Partially Authorised Repair Returned by Bank Pending Active Expired Cancelled Closed Deactivated Paid Trade Finance Ready to Check Ready to Authorise Partially Authorised Repair Returned by Bank Pending Active Expired Cancelled Closed Deactivated Paid Term Deposits Awaiting Response (coming soon) Administration User - Pending Approval Role - Pending Approval Account Group - Pending Approval Division - Pending Approval Authorisation Panel - Pending Approval
4	Click Save. RESULT: The widget will display the selected status options with a grey counter indicating the number of features with that status. If there are no statuses for the status type, then the widget will display 'No Statuses - There are no statuses matching your current settings.'
5	If required, click the status option to open the screen, and view in the grid.

Cards top spend widget

Cards top spend screens

Cards top spend widget menu and settings

Settings

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Settings.
3	If required, choose Group By. Available options: Merchant Group Merchant Name
4	If required, choose Reference Currency.
5	If required, choose Show Data For. Available options: Current Month Previous Month Last 3 Months Last 6 Months Last 1 Year Last 2 Years (Up to two years of prior data can be retrieved.)
6	Click Save. RESULT: The widget will display a horizontal bar chart for the Cards top spend by merchant category group and dollar amount in the currency selected. Spending data is based on posted transactions and may not include pending authorisations. Exchange rates used to convert balances to a reference currency are indicative only. Unless noted otherwise, all values are accurate as at end of previous business day.

Cards program overview widget

Cards program overview screens

Cards program overview widget menu and settings

Settings

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Settings.
3	If required, update the Reference Currency, as all financial amounts will be displayed in the selected currency.
4	Click Save. RESULT: The widget will display: Number of active Billing Entities Total Balance (currency) Total Available Funds (currency) Total Credit Limit (currency) Number of Active Cardholders Number of Closed/Cancelled Cards Number of New Cards Opened This Month Number of Lost/Stolen Cards Spending data is based on posted transactions and may not include pending authorisations. Exchange rates used to convert balances to a reference currency are indicative only. Unless noted otherwise, all values are accurate as at end of previous business day.

Loans summary widget

Loans summary screens

Loans summary widget menu and settings

Settings

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Settings.
3	If required, choose Loan Group view settings. Available options: Maturing Today Maturing This Week Maturing This Month
4	The default Report Type is Facility Summary Report.
5	If required, choose Report Format in download settings. Available options: CSV PDF
6	The default Report Language is English.
7	The default data range in Show Data For is Yesterday.
8	If required, tick Remember this to keep the report settings you have chosen for your future downloads.
9	Click Save. RESULT: The widget will display: Loan name All-In Rate Loan Amount Projected Interest Due
10	If required, click to download the details of the widget in your selected report format.

Rename widgets

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Rename widget.
3	Rename the widget between 3-25 characters or restore default name.
4	Click Save.

Reorder widgets

STEP	ACTION
1	Click the three dots at the top-right of the widget to commence customisation.
2	Click Reorder.
3	Drag and drop to arrange in your preferred order.
4	Click Save.

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