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Managing your User profile and preferences

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

About your user profile settings

Use your User profile settings to personalise your ANZ Transactive Global experience. You can manage your system preferences, view your sign-in and security information, configure report settings, choose how you receive notifications, set a landing page, and securely sign out of the application.

You can set a landing page to display when you sign in. Navigate to your preferred page, then select Set current page as landing from your User profile menu.

To securely sign out of the application, select Log out from your User profile menu.

User Profile - Settings.png

How to manage your user profile settings

Access User profile settings from your User profile menu. Select a settings category and update your preferences as required. Changes are saved automatically when you make an update.

System preferences

Set system preferences for your default division, language, encoding, date format, time format, time zone, reference currency, decimal separator and thousand separator. Settings will automatically be saved once updated.

System preferences screen
System preferences screen.png
Set System preferences
STEP ACTION

1

 Click User profile from your User toolbar.

2

 Click Settings.

3

 Click System preferences.

4

If required, update the following preferences:

FIELD DESCRIPTION
Default division Select the default division used when a Division field is displayed. This will apply to users with more than one division.
Language

Select the language used to display the application screens.

Available languages:

  • English
  • Traditional Chinese
  • Simplified Chinese
  • Japanese, 
  • Vietnamese
  • Bahasa Indonesia* or 

*Available only for Accounts screens and Balance and Transaction Reports (BTR).
Encoding

Choose the character encoding used when exporting or displaying data.

Available options:

  • Unicode (UTF-8)
  • US-ASCII
Date format

Choose the format used to display dates throughout the application.

Available options:

  • dd/MM/yyyy (for example, 08/01/2026)
  • MM/dd/yyyy (for example, 01/08/2026)
  • MMM dd, yyyy (for example, JAN 08, 2026)
Time format

Choose the format used to display times throughout the application.

Available options:

  • hh:mm:ss AM/PM (for example, 01:43:47 PM)
  • HH:mm:ss (24-hour) (for example, 13:43:47)
Time zone Select the time zone used to display dates and times throughout the application.
Reference currency Select the currency used to convert balances displayed in reports.
Decimal separator

Choose the character used to separate whole numbers from decimal values.

Available options:

  • . (period)
  • , (comma)
Thousand separator

Choose the character used to separate thousands in numeric values.

Available options:

  • . (period)
  • , (comma)
Sign in & security

View your Customer ID, User ID, User name, Preferred name, Email and last three log in activity date and times.

Sign in & security screen
Sign in & security.png
View Sign in & security details
STEP ACTION

1

 Click User profile from your User toolbar.

2

 Click Settings.

3

 Click Sign in & security.

4

View your details:

  • Customer ID
  • User ID
  • User name
  • Preferred name
  • Email
  • Log in activity

Please contact your company Administrator or ANZ representative to update your user details. 

To learn more, visit Manage User.
Reports

Set your Report retrieval code and select your Report file encoding preferences.

Reports screen
Report settings.png
Set Reports settings

If Report retrieval code is unavailable, you may need to register your email address. Please contact your company Administrator or ANZ representative to update your user details.

To learn more, visit Manage User.

STEP ACTION

1

 Click User profile from your User toolbar.

2

 Click Settings.

3

 Click Reports.

4

 If required, enter your Report retrieval code up to 20 characters to access encrypted scheduled reports sent to your registered email address.

5

Choose the Report file encoding used for report files.

Available options:

  • Unicode (UTF-8)
  • US-ASCII
Notifications
If you believe that a transaction or alert is unusual, immediately contact ANZ via the details found at anz.com/servicecentres.
  • You will only receive notifications and alerts for services and features that you are entitled to access
  • Payment alerts are not available for payments created from the Asia & Pacific Payments menu
  • Notification emails are sent to the email address registered in your user profile. To update your email address or other contact details, refer to New User FAQs

Set your notification settings to receive emails or in-app inbox alerts for Payments, Receivables and Accounts.

Notification screens

Payments & Receivables screen

Payments & Receivables notifications screen.png

Accounts screen

Accounts settings screen.png
Set Payments & Receivables notifications
STEP ACTION

1

 Click User profile from your User toolbar.

2

 Click Settings.

3

 Click Notifications.

4

 Select Payments & Receivables.

5

Choose how you stay informed.

Select the notifications that matter most to you. ANZ recommends enabling activity alerts to help reduce the risk of fraud.

NOTIFICATION TYPE DESCRIPTION
Adhoc beneficiary used You will receive a notification each time an adhoc payee is used in a payment.
Transaction processed You will receive a notification each time a transaction is processed.
Transaction pending authorisation You will receive a notification each time a transaction is pending authorisation.
Beneficiary Updates You will receive a notification each time a beneficiary in the Payee List has been updated and approved.
Payment Released to Bank for Processing You will receive a notification each time a payment has been submitted for processing.
PayTo Agreement Pending Authorisation You will receive a notification each time a PayTo Agreement is pending approval.
PayTo Agreement Other Updates You will receive a notification each time a PayTo Agreement is modified, paused or cancelled.
Inward Mandate Updates You will receive a notification each time an inward mandate is created, modified, cancelled and expired.
Get Rate
(Hong Kong & Singapore)		 You will receive a notification each time Singapore or Hong Kong cross-currency payment needs a real-time foreign exchange rate.
Insufficient Funds
(Hong Kong, India, Philippines & Singapore)

You will receive a notification each time a submitted payment has failed due to insufficient funds in the funding account. This feature is only available in Hong Kong, India, Philippines and Singapore.

If a payment has an Insufficient Funds status, ensure sufficient funds are available in the account, then resubmit the payment before the cut-off time on the same value date. No additional approvals are required.
Set Accounts notifications
STEP ACTION

1

 Click User profile from your User toolbar.

2

 Click Settings.

3

 Click Notifications.

4

 Select Accounts.

5

Choose how you stay informed.

Select the notifications that matter most to you. ANZ recommends enabling activity alerts to help reduce the risk of fraud.

NOTIFICATION TYPE DESCRIPTION
Credit Advice
(China, Hong Kong, India, Philippines, Singapore and Vietnam)

You will receive a notification each time a credit is deposited into your account. This feature is only available to users who are entitled to the account.

India, Philippines, Hong Kong, Singapore & Vietnam
A Credit Advice is only available for a Domestic Payment or International Payment, and not for Account Transfers.
Debit Advice
(China, Hong Kong, India, Philippines, Singapore and Vietnam)		 You will receive a notification each time a payment is processed through ANZ Transactive Global with a Completed or Completed with Error status. This feature is only available to users who are entitled to the account.
Credit Advice - Domestic
(Hong Kong, India, Philippines, Singapore and Vietnam)		 You will receive a notification each time a domestic payment credit is deposited into your account. This feature is only available to users who are entitled to the account.
Credit Advice - Cross Border
(Hong Kong, India, Philippines, Singapore and Vietnam)		 You will receive a notification each time a cross border payment credit is deposited into your account. This feature is only to users who are entitled to the account.
Debit Advice - Domestic
(Hong Kong, India, Philippines, Singapore and Vietnam)		 You will receive a notification each time a domestic payment is debited from your account. This feature is only available to users who are entitled to the account.
Debit Advice - Cross Border
(Hong Kong, India, Philippines, Singapore and Vietnam)		 You will receive a notification each time a cross border payment is debited from your account. This feature is only available to users who are entitled to the account.
Understanding email notifications

To help you recognise the format of email notifications sent by ANZ, we’ve included sample text below for illustration purposes only. This example is designed to give you a general idea of the structure and tone of our communications. If you believe that a transaction or alert is unusual, immediately contact ANZ via the details found at anz.com/servicecentres.

Email notification text

Adhoc Beneficiary Used notification.
 
"A batch transaction with the Payment ID [Payment ID reference] has been submitted with an unregistered beneficiary.
Transaction No.: [Transaction number]
Beneficiary Name: [Beneficiary name]
Please logon to ANZ Transactive - Global for further details."
 
Beneficiary Updates notification.
 
"A beneficiary with the following ID [Beneficiary ID reference] has been updated.
Beneficiary Name: [Beneficiary name]
Beneficiary Alias: [Beneficiary Alias]
Beneficiary Division: [Beneficiary division]
Please logon to ANZ Transactive - Global for further details."
 
Direct Debit Transaction Pending Authorisation notification.
 
"There is a transaction awaiting your authorisation.
Please logon to ANZ Transactive - Global and approve it before the cut-off time.
Direct Debit ID: [Direct Debit ID reference]
Client Reference: [Client reference]
Please logon to ANZ Transactive - Global for further details."
 
Payment Released to Bank for Processing including Direct Debit notification.
 
"Transaction(s) with [name] have been sent to the bank.
Payment ID: [Payment ID reference]
Value Date: [Date]
Please logon to ANZ Transactive - Global for further details."
 
PayTo Agreement requiring action notification.
 
"There is a new PayTo Agreement requiring action.
Payee / Payment Initiator: [Payee / Initiator name]
Description: [Description of PayTo Agreement]
Due Date: [Due Date]
Please logon to ANZ Transactive - Global for further details."
 
Transaction Pending Authorisation notification.
 
"There is a transaction awaiting your authorisation.
Please logon to ANZ Transactive - Global and approve it before the cut-off time.
Payment ID: [Payment ID reference]
Customer Reference: [Customer reference]
Please logon to ANZ Transactive - Global for further details."
 
Transaction Processed notification.
 
"Transaction with the Payment ID [Payment ID reference] dated [Date] has been processed.
Beneficiary Name: [Beneficiary name]
Payment Amount: [Payment amount]
Customer Reference: [Customer reference]
Status: [Payment status]
Please logon to ANZ Transactive - Global for further details."
 
If you do not wish to receive these notifications, please update Notification settings.

Learn more