Authorisations Pending

Where a transaction requires a second signatory to authorise the transaction, the transaction can be authorised immediately by getting one of the other authorised signatories to enter their AccessId & PIN on the approval screen.

If this information is not entered the transaction will be stored in the Authorisations Pending queue for subsequent authorisation. When one of the other authorised signatories logs on to Internet Banking they will be presented with a message telling them "You have authorisations pending".

Only transactions on accounts where you have an Access Limit of Full Access will appear in the Authorisations Pending list. Transactions for any accounts where you have an Access Limit of No Withdrawal will not be shown. You can view the Access Limit on each of your accounts by using the Account Signatories function under the Accounts menu.

Note:
It is the responsibility of the authorising signatory to confirm the details of the transaction prior to authorisation. As per our Terms & Conditions, some transactions may not be able to be recalled.

Viewing Pending Authorisations

To view a list of all transactions Pending Authorisation choose the Accounts category from the top navigation menu then click the Authorisations Pending item in the side navigation menu.

A list of pending authorisations will be displayed. The details include:

Created/Effective

The date the transaction was created, followed by the date the transaction is scheduled to take place.

From/To Account

Your Bank Account Number that the transaction will be withdrawn from, along with the account description, followed by information on where the transaction will be deposited.

Amount

The amount of the transaction.

Authorised By

The signatories who authorised the transaction in the order they authorised.

Auths Reqd

The number of signatories required to authorise the transaction.

Ack #

The unique number allocated to each transaction.

View File

Select a Bulk Payment transaction that is pending authorisation. Pressing the View File button will display a new window that contains the details of each of the transactions contained in the Bulk Payment uploaded file.

Only one file can be viewed at a time and Bulk Payment files are the only transaction that is able to be viewed.

To enable quick access to view the file you also have the option to click on the file name hyperlink (eg. Pay0014.aba) and it will automatically open the file without having to check the box beside the file name and then select the view file button.

To print these details you should use the Print button on the screen or you can use the standard Print function of your browser which is located on the File menu (i.e. click on File and then Print).

When finished you should shut down the new window by using the Close button on the screen, or by using the Close function on the file Menu, or by using the Close Window button at the top right hand side of the screen.

Approving, Declining or Cancelling a Transaction

An authorised signatory can approve, decline or cancel a transaction. Simply press the appropriate button after selecting the relevant transaction(s). A confirmation screen will be displayed prior to the transaction being processed.

If you have a number of transactions that are waiting authorisation, rather than having to select each transaction individually you have the option of selecting all transactions at once.

After selecting the Select All check box a tick will appear in the boxes beside all of the transactions waiting authorisation. If you don't want to authorise some of these transactions, simply select the check box beside those specific transactions to remove the tick. When you then select the Authorise button all of the transactions will be selected for processing except for the ones you have unchecked.

The same method can be used to Decline or Cancel the transactions.

You can only select those transactions that have not already been authorised by you. If you select any transactions that will not be processed a summary will appear to advise you of why they cannot proceed.

Note:
You can Cancel transactions you have already authorised but you cannot Decline or Authorise them (you need to get one of the other authorised signatories to perform these functions).

For Pay Anyone transactions the Account Name may not be cross-matched against the Account Number by the receiving institution. Please ensure that the Account Number is correct before approving this payment.

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Authorisation History

Authorisation History allows you to search for details of transactions which have been authorised, cancelled or declined. From the Authorisation History screen you can display a history of all your BPAY®, Transfer, Pay Anyone and Bulk Payment transactions which have been authorised, cancelled or declined within the last 6 months. If you believe an error has occurred with one of your transactions, or you just wish to confirm that your transaction has been made simply enter the necessary search criteria for that particular transaction.

Click the Authorisation History button on the Authorisations Pending screen to display the Authorisation History screen.

Searching for a particular Authorisation

There are no mandatory fields to be entered however only those authorisations that match the criteria will be displayed. Any combination of the following search criteria can be used:

Select Transaction Type

Choose from the drop down list one of the following options: BPAY®, Pay Anyone and Transfers.

Select Transaction Status

Choose from the drop down list one of the following options: cancelled, authorised and declined transactions.

Transaction Dates (From & To)

Select the day of the month, the month, and the year, from the drop down boxes to display any authorisations that were processed within the specified dates.

Amount Range (From & To)

Enter a lower amount in the From field and an upper amount in the To field to display all authorisations made within those amounts, or if you want to search for all items equal to or greater than an amount only enter that amount in the From field, or if you want to search for all items equal to or less than an amount only enter that amount in the To field.

Acknowledgment Number

Enter the acknowledgment number (originally provided to you when you successfully scheduled an immediate, future or recurring transaction). All transactions, transaction attempts, or error corrections associated with the single instruction will be displayed.

Action Buttons

There are two action buttons available:

Search

Pressing the Search button will start the search process and return you to the Authorisation Search Results screen.

Back

Pressing the Back button will return the you back to the Authorisations Pending screen.

Viewing the Authorisation History

The Authorisation History Results screen will display the following information for each transaction matching the search criteria entered on the Authorisation History screen:

Created/Effective

The date the transaction was created, followed by the date the transaction actually took place.

From/To Account

Your Bank Account Number that the transaction was withdrawn from with an account description, followed by information on where the transaction was deposited.

Amount

The amount of the transaction.

Authorised By

The signatories who authorised the transaction.

Status

Approved, Cancelled or Declined.

Ack #

The unique number allocated to each transaction.

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Print

This feature enables you to print only the relevant information contained on the current page. The Navigation elements and action buttons will not be printed, ensuring that all relevant details will fit cleanly on the page.

To print the current page in a printer-friendly format, select Print from the top of the screen (next to the Help link). Then, from the Print Preview window, select ‘Print’ to direct the print out to your preferred printer or ‘Close’ to return to your Internet Banking window.

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Print Receipts from Authorisations Pending

Once you have completed the authorisation of a transaction a Print Receipt link will become available for selection from the top right hand of the screen. To print a receipt for a financial transaction simply press the Print Receipt option and you will be presented with a new window containing the details of the transaction. To print these details you should use the Print button on the screen or you can use the standard Print function of your browser which is located on the File menu (i.e. click on File and then Print.)

When finished you should shut down the new Print Receipt browser window by using the Close button on the screen, or by using the Close function on the File menu, or by using the Close Window button at the top right hand side of the screen.