New features

There are new features available in online banking including, Quick Links, Quick Pay and Advanced Search which you can find out more about below.

Quick Links is a feature that sits on your Dashboard to the right of your accounts.

 

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This feature allows you to choose up to three regular actions you use in Online Banking. There are six main actions you can choose from: 

  • Transaction search 
  • Make a transfer
  • Upcoming payments
  • Saved payees
  • Personal details
  • Change password 
  1. Log in to online.tsb.co.nz
  2. Click Customise on the Quick Link menu

    How to update quick links
     
  3. Tick the checkbox next to the feature you'd like to display
  4. If you have more than three ticked, untick which ones you don't want to see
  5. When you're happy with what you've selected, click Update and your options will be saved

How to set up a Quick Pay

Quick Pay is a handy new feature that allows you to frequently pay someone or transfer between your own accounts without having to set up the payment details each time. This is not a 'Regular Payment', it instead allows you to set up the details of a payment - including from and to accounts and references. Then when making a payment using this feature, you'll only need to select to pay the default amount or enter an alternative and confirm. 

online banking new feature quick pay

To set up

  1. Log in to online.tsb.co.nz
  2. Quick Pay lives on your Dashboard, to the right of your accounts
  3. You can choose to set up a Quick Transfer (payment between your own accounts) or Quick Payment (payment to someone)

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Quick transfer
If you choose Create quick transfer you will be taken to the Transfer screen to enter the payment details: 

  1. Create a name for your Quick Pay transfer, eg: Spend to Savings 
  2. Select what account you want to pay from 
  3. Select what account you want to pay to 
  4. Enter your payment details, this could be a regular amount that you often transfer over
  5. Enter what reference you'd like on your 'To' account and 'From account' 
  6. Click Save 
  7. You will now see this payment displayed under Quick Pay on your Dashboard

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Quick Payment
If you choose Create a quick payment you will be taken to the Payment screen to enter the payment details to a payee. 

  1. Create a name for your Quick Pay payment, eg: Pay Builder
  2. Select what account you want the payment to come from 
  3. Select what payee you'd like to pay to - you can select from your saved payee list or create a new payee
  4. Enter payment amount 
  5. Complete the details for your payment - Particulars, Code and Reference
  6. Click Save 
  7. You will now see this payment displayed under Quick Pay on your Dashboard 

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How to make a Quick Payment 

  1. Once you have a Quick Payment set up, you can make a Quick Pay straight from your Dashboard 
    1. You can use the default amount that you've set up by clicking the dollar amount

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    2. You can enter a new amount and pay that instead of the default amount

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How to edit or delete a Quick Payment 

If you'd like to edit or delete a Quick Payment:

  1. Click the vertical dots and select either Edit or Delete
  2. Edit, will take you to a new screen for you to update
  3. Delete will prompt a pop up message to confirm you're wanting to delete the payment

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Advanced search allows you to search transactions by text as well as a breakdown of more filters 

  1. Log in to online.tsb.co.nz
  2. Click Transactions in main menu and select Transaction search
  3. Select one of your accounts you'd like to search 
  4. Your account information will be shown, followed by the search area. By default, it will be set on Basic search
  5. Click the Advanced search button to see a breakdown of more filters


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Advanced search allows you to filter by: 

  1. Transaction type (in branch, card, payment or all)
  2. Withdrawal, Deposits or all types
  3. Select your start and end dates
  4. Select a minimum or maximum amount 
  5. A free text field, for you to search by text

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If transaction search is something you frequently use, you can set this up as a Quick Link from your Dashboard. 

See our Quick Link Guide on how to set this up.

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