Corporate eStatements Portal FAQs

The Corporate eStatements Portal is a secure online portal that hosts the digital version of statements for eligible business accounts and merchant facilities, referred to as eStatements. Key benefits include:

1. eStatements are exactly the same as regular paper statements, just in a digital format.
2. eStatements are securely accessible anytime from the Corporate eStatements Portal. New eStatements are issued from when an account is added to the Portal, and are archived for 7 years from the statement period end date.
3. eStatements are more convenient to search and review and can be downloaded in PDF file format.

Access to the Corporate eStatements Portal is only available to a single eligible Administrator registered in Business Banking Online (BBO). If you are an eligible Administrator, you’ll have received an Introduction to the Corporate eStatements Portal email, and will also receive/will have received an email on how to set up your access and how to log on to the Portal.

Outlined below is the process to activate your access and log on:

1. Click on the unique secure link in the Administration Access email and follow the instructions to complete access by creating your password.
2. At the end of this process, you will see a Logon button which will take you through to the Logon page.
3. To log on to the Portal, you will need your User ID, and password to request a secure One Time PIN (OTP) sent to the mobile number recorded in BBO. (Administrators need to ensure their email address and mobile phone number is up to date in BBO to avoid issues with logging on and obtaining the OTP.)
4. Follow the prompts to enter the OTP and select the Logon button

Ongoing the Corporate eStatements Portal is accessible via the following link: banksa.com.au/estatements-portal.

If you think you have received a fraudulent notification, please visit banksa/hoaxemails or contact your Business Relationship Manager.

The Portal Access email will have been sent to the Administrator via the email address registered in Business Banking Online. It will come from the following sender email address noreply@statements.banksa.com.au. The Administrator Access email contains a unique secure link (which is valid for 365 days from the send date) to complete Administrator access by creating your password. It also explains how to log on to the Corporate eStatements Portal.

An email notification is sent to the authorised Administrator each time a new eStatement for an eligible business account or merchant facility is ready to review online. If the email is not delivered to the Administrator(s) for any reason, we’ll send a paper statement for that statement cycle. The eStatement will also be accessible on the Portal once the email is updated. It is important that the email address of the Administrator(s) is up to date in Business Banking Online.

The statement notification emails will contain a link that will direct you to the Corporate eStatements Portal. If you’re concerned about scams, our official notification will also include instructions on how to search for the Corporate eStatements Portal Logon on our website, so you don’t need to click on the link. If you think you have received a fraudulent notification, please visit banksa/hoaxemails or contact your Business Relationship Manager.

Access to business and merchant statements via the secure Corporate eStatements Portal has been provided to a selected Business Banking Online (BBO) Administrator who has been registered for access.

Every time a new statement is available, the Administrator will automatically receive an email notification for each account which will include the logon details for the Corporate eStatements Portal.

You can also access the Portal anytime by going to banksa.com.au/estatements-portal

The Administrator will then logon using their User ID and password and a secure One Time PIN (OTP) sent to the mobile number recorded in BBO.

It’s important that both the Administrator’s email address and mobile number in BBO is kept up to date to ensure continued access.

Access to the Corporate eStatements Portal is only available to a single eligible Administrator from Business Banking Online. This registered Administrator has access to review and download statements for eligible business accounts and merchant facilities.

It is not possible to change the Administrator’s access at this stage. If the administrator access needs to be removed the statements for all accounts in the Portal will need to revert back to paper statements.

eStatements will be available in the Corporate eStatements Portal from the date that the eligible account is added into the Portal and the Administrator receives the first eStatement notification.

As a guide, eStatements are enabled for:

• Eligible business savings and transaction accounts from April 2024.
• Eligible merchant facilities and their associated billing accounts from the October 2024 statement (issued early November 2024).

From this time, eStatements will be available for 7 years from the statement period end date.

The maximum number of PDF statements that can be downloaded at one time is five. You can repeat this process to download more as required.

However, some businesses have internal security settings for their internet browser that may limit the number of PDF files that can be downloaded at any one time. If you are experiencing issues with ‘Downloading’ PDF files, this may be the cause. As this is a security setting established within your business, you may need to:

1. Attempt to download 1-2 files at a time.
2. Discuss the security settings with your Internal IT team to understand if these can be changed.  

Only eligible business statements issued from April 2024 for savings and transaction accounts and October 2024 for merchant facilities are available in the eStatements Portal. Each time you log on, the home screen automatically defaults to show statements that have been issued for the last 30 days. If you have not received an eStatement notification in the last 30 days, then nothing will be listed in the Results section on the homepage.

To display statements issued before the 30-day period, please use the Search eStatements function by applying a data range or selecting a predefined date range from the drop-down menu.

When you log on an OTP is sent to the mobile number that is recorded in Business Banking Online (BBO). The last 4 digits of this mobile number is displayed on the Logon Screen when you request the OTP. It is shown in the box under “Mobile Number” and displays as MOBILE (******1234).

If this number is incorrect you will need to update your mobile number in BBO.  To do this, Logon to Business Banking Online from your desktop. Click 'Admin’ on the right-hand side of the screen, then select the ‘Users’ tab. Select the relevant ‘User ID’. This will take you to the ‘User details’ screen, then update ‘Email’ and/or update ‘Mobile’ and click ‘Save changes’ located at the bottom of the screen.

Note: Once you have updated the mobile number in BBO, you will need to wait 48 hours for the change to reflect in the Corporate eStatements Portal. After 48 hours, please retry log on.

You can use the filter search box on the right-hand side to perform either a free text search or by entering a number for any of the following:

• Account Number
• Merchant Number
• Date
• Account Type (i.e. product name of the account, e.g. ‘Business Cheque’, ‘Merchant Facility’)
• Company Name.

Full or partial details can be entered, e.g. part of an Account Number/Merchant Number or part of a Company Name or Account Type.

You can use the Search eStatements function on the left-hand side of the home screen, where you can search by Company name or Account Number/Merchant Number or just by using the Select a date range field where a Calendar date drop down will allow you to enter a specific date range. You can also use the or, select a predefined date range field to do a higher-level predefined date range search based on fiscal year.

Only eligible business savings, transaction accounts and merchant facilities are included in the Corporate eStatements Portal at this time.

The password can be reset using the “Forgot your password?” link on the Portal Logon Page: banksa.com.au/estatements-portal.

When you click the “Forgot your password?” link:

1. You will be asked to enter your User ID, which is the email address you use to log onto the Portal.
2. Then an email will be sent with a link to reset your password.
3. Follow the link and reset your password.
4. You can then go back to the Logon page and log on.