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Manage PayID

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia. Full details are available in Features by Geography.
Approve PayID
To approve a PayID in a Pending Approval status, follow the steps below:
You cannot approve a PayID that you created, unless you have Allow Self Approval entitlements.
STEP ACTION
1 Click Receivables, then PayID Management from the menu 
2 There are two ways to approve a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Approve from the Control Bar. You can only approve one PayID at a time.
  • Method 2: Click a PayID from the PayID Management screen, then click Approve from the Control Bar
3 Click Yes to approve the selected PayID

PayID_Approve_PayID.jpg

RESULT: The selected PayID has been approved and will display an Active Approved status.
View PayID
To view PayID, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu 
2 Click a PayID from the PayID Management screen to view the PayID, Status, Workflow, PayID Display Name, PayID Type and Linked Account

PayID_View_PayID.jpg
3 If required, click View Audit History
4 Click Close to return to the PayID Management screen
Edit PayID
To edit PayID in an Active Approved, Pending Approval - Create, or Pending Approval - Modify workflow status, follow the steps below:
You cannot edit a PayID in a Approver Rejected, Pending Approval - Deregister or Pending Approval - Transfer workflow status.
STEP ACTION
1 Click Receivables, then PayID Management from the menu 
2 There are two ways to edit a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Edit from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click Edit from the Control Bar
3 If required, edit the following fields:
  • Account Number
  • Custom name extension
4 Click Submit
RESULT: The PayID will display a Pending Approval - Modify workflow status and you are returned to the PayID Management screen.
Reject PayID
To reject a PayID in a Pending Approval status, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu
2 There are two ways to reject a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Reject from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click Reject from the Control Bar
3 Enter a reason for rejection, then click OK

PayID_Reject_PayID.jpg

RESULT: The selected PayID has been rejected successfully and will display an Approver Rejected status.
Transfer PayID
To Transfer a PayID in an Approved status to another ANZ digital channel or another financial institution, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu
2 There are two ways to transfer a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Transfer PayID from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click Actions > Transfer from the Control Bar
3 Click Yes to transfer the selected PayID

PayID_Transfer_PayID.jpg

RESULT: The PayID will display a Pending Approval - Transfer workflow status and return to the PayID Management screen. The PayID will continue to receive payments in this status.
The PayID will remain in a Approval - Transfer workflow status until it is claimed by another ANZ digital channel or another financial institution. Once claimed, the PayID will display a Transferred workflow status. If the PayID has not been claimed within 14 days, the PayID status will revert back to an Active Approved status.
Deregister PayID
To deregister a PayID in an Approved status, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu
2 There are two ways to deregister a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Deregister PayID from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click Actions > Deregister from the Control Bar
3 Click Yes to deregister the selected PayID

PayID_Deregister_PayID.jpg

RESULT: The PayID will display a Pending Approval - Deregister workflow status and return to the PayID Management screen. The PayID will not receive payments in this status.
The PayID can be claimed by another ANZ digital channel or another financial institution in a Deregistered status.
Disable PayID
To disable a PayID in an Approved status, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu
2 There are two ways to disable a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Disable PayID from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click Actions > Disable from the Control Bar
3 Click Yes to disable the selected PayID

PayID_Disable_PayID.jpg

RESULT: The PayID will display a Disabled Approved workflow status and return to the PayID Management screen. The PayID will not receive payments in this status.
The PayID cannot be claimed by another ANZ digital channel or another financial institution in a Disabled status.
Enable PayID
To enable a PayID in a Disable Approved status, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu
2 There are two ways to enable a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > Enable PayID from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click Actions > Enable from the Control Bar
3 Click Yes to enable the selected PayID

PayID_Enable_PayID.jpg

RESULT: The PayID will display a Active Approved workflow status and return to the PayID Management screen.
View Audit History
To view the audit history for a PayID, follow the steps below:
STEP ACTION
1 Click Receivables, then PayID Management from the menu
2 There are two ways to view the audit history for a PayID. Please choose from one of the following methods:
  • Method 1: Select a PayID from the PayID Management screen, then click Actions > View Audit History from the Control Bar
  • Method 2: Click a PayID from the PayID Management screen, then click View Audit History from the Control Bar

View_Audit_History.jpg
3 Click Close to return to the previous screen