If you've opted for consolidated DEFT settlements, accessing the details of the underlying payments is straightforward through Macquarie Business Online.
There are two ways you can view the payments in a DEFT settlement.
Viewing payments in a DEFT settlement
Account transactions
- Log in to Macquarie Business Online
- Select the account that the DEFT settlement was paid to
- Select the DEFT settlement from the transaction list
- Either click on the DEFT settlement link or select View settlement payments when the transaction is expanded.
Transaction search
- Log in to Macquarie Business Online
- Go to the search bar drop-down and select Transactions
- Search on the account that the DEFT settlement was paid to, you can search on both the DEFT settlement and the underlying payments
- In your search results, click on the DEFT settlement link.
Searching and filtering within a DEFT settlement
You can search and filter on payments within the DEFT settlement. The following filtering options are available when viewing the DEFT settlement:
Keyword search | Enter the keyword(s) you wish to search. You can search on payment source, payment description, payer identifier and receipt number. Partial keyword search is supported on receipt number and payer identifier. |
Amount | You can search on just a From amount or a To amount or use both to search on an amount range. If you choose to search on an amount range, then the To amount must be greater than or equal to the amount From amount. |
Status | You can filter for cleared and uncleared payments. |
Payment source | You can filter on the payment source. |
Searching for a DEFT settlement or underlying payments from transaction search
You can search for payments in a DEFT settlement just like you would any other transaction. Use the keyword search functionality to search by payment source, payment description, payer identifier, receipt number or search by an amount range for more targeted results.
Partial keyword search is supported on receipt number and payer identifier. This means that if you can’t recall the entire receipt number or payer identifier, you can search for part of it, and the payment will return in your search results.
If a payment within a DEFT settlement meets your search criteria, you will see the payment under the DEFT settlement transaction within your search results. If your search only matches on the DEFT settlement transaction, then you will only see the DEFT settlement transaction in your search results. You can click on the DEFT settlement link to view all payments included within the DEFT settlement.
The ability to search on and view the payments within a DEFT settlement is currently only available from August 2017 onwards.
Printing a DEFT settlement
To print all payments in a DEFT settlement, first ensure you are on the DEFT settlement page. Then, click on the print icon located at the top-right corner. If you need to print a specific payment detail, select the print icon next to the desired payment.
DEFT transactions and queries
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DEFT payment queries and reconciliations -
How to read a DEFT tax invoice -
Search and view the payments in a DEFT settlement
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