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:
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3 | Click Yes to approve the selected PayID
RESULT: The selected PayID has been approved and will display an Active Approved status.
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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 |
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:
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3 | If required, edit the following fields:
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4 | Click Submit
RESULT: The PayID will display a Pending Approval - Modify workflow status and you are returned to the PayID Management screen.
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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:
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3 | Enter a reason for rejection, then click OK
RESULT: The selected PayID has been rejected successfully and will display an Approver Rejected status.
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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:
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3 | Click Yes to transfer the selected PayID
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.
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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:
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3 | Click Yes to deregister the selected PayID
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.
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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:
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3 | Click Yes to disable the selected PayID
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.
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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:
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3 | Click Yes to enable the selected PayID
RESULT: The PayID will display a Active Approved workflow status and return to the PayID Management screen.
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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:
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3 | Click Close to return to the previous screen |