Corporate Global Navigation

Navigating the Portal: Corporate Customer Menu Options

All Corporate Customer Portal system pages provide you with menu option lists visible on one page, making it easy to select an option and efficiently navigate to that area of the Portal. All menu option list items are hyperlinks allowing you to click on an option to navigate to the associated page.

A customizable ‘My Links’ menu list is also available on all Corporate Customer Portal system pages, providing you with single-click navigation to any area of the Portal listed.

When selecting one of the navigational links on a Corporate Customer page, drop-down menu items appear below. Click an item link from the drop-down menu to navigate to the associated page. The table below shows all menu list items for each main area in the Portal system.

Note: Menu item links available to you vary depending on your established security profile in the system.

Link Text or Action Table	Description
New Instruments	Drop-down Menu Items: Choose Template Trade Payment Direct Debits Note: Additional link menu items available under the Template options.
Transactions	Drop-down Menu Items: Trade Payment Direct Debits Receivables Note: Additional link menu items available under the Transaction options.
Reports	Drop-down Menu Items: Standard Reports Custom Reports
Reference Data	Drop-down Menu Items: Parties Phrases Users Threshold Groups Security Profiles PO Definitions Purchase Order Definitions Trading Partner Rules Creation Rules Invoice Definitions Work Groups Panel Authorisation Groups Template Groups Templates Foreign Exchange Rates
Upload Centre	Drop-down Menu Items: Payment Management Invoice Management PO Management Note: Additional link menu items available under the Upload Centre options.
Subsidiaries	No associated drop-down menu items. Clicking this link takes you directly to the Subsidiary Access page.
	Clicking this link displays the ‘My Links’ action bar.