ABA User Guide

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Australian Business Account (ABA) User Guide

Introduction

The Australian Business Account (ABA) website provides users with the ability to create an Account to assist them in managing their existing business or a business they may be intending to start.

The ABA provides a method of managing and tracking applications and transactions with various levels of Government Australia wide, a way of creating 'To Do' lists relating to their business and the ABA also serves as an additional communication channel for Government to keep registered users informed on changes to regulatory requirements as well as business development information.

Users can range from those who are thinking about starting a business through to those who have established businesses and require access to multiple Government Agencies across multiple jurisdictions to support their businesses.

Users have an opportunity to search for information about business requirements, permits and licences they may need to operate their business. There is also an opportunity to save the information for later reference.

www.account.business.gov.au.

About the user guide

The ABA User Guide provides as a guide to the functions available to the Business.

This user guide will be maintained regularly to reflect all changes to the ABA, as they affect the business user.

Overview of terms and concepts
Term/Concept Description
ABA The Australian Business Account (ABA) is a tool used by registered users as a central point to access Government business information, receive notifications and record and monitor transactions relating to their business.
ABLIS The Australian Business Licence and Information Service (ABLIS) website provides access to search and retrieve and package government licences, permits, approvals, registrations, codes of practice, standards and guidelines to meet compliance responsibilities related to businesses for all tiers of government in Australia.
Customer Support Officer Customer Support Officers (CSO's) provide assistance and support to users of the ABLIS and the ABA.
Discovery Discovery is the name given to the process of searching for information relating to the running of a business.
Home page The summary page which displays recent activity in the Business Profile. All parts of the site can be accessed from the home page.
Landing page The page is the first page presented to the user, from which the user can Login to ABA. If not already registered, then the user may select to Register with ABA from this Home page.
Notifications

Messages that have been sent to your Business Profile. There are 2 types of notifications; regulatory notifications. And business development notifications.

Regulatory notifications are messages directed to users about changes to regulatory requirements or changes to licensing. Regulatory notifications will automatically be sent to a Business Profile based on information entered about the Business Profile (such as industry type, location) in the user's ABA.

To Do Items Activities related to the Business Profile which requires actioning. There is one To Do list for each Business Profile and items can be created as a results of a Discovery Search; or manually.
Transactions Any transaction which has been submitted as part of setting up, managing or expanding a business; e.g. applying for a licence. There is one transaction list for each Business Profile. A transaction may be created as a result of online transactions submitted either via SmartForms, or manually.
Functions
"Cancel" Cancels all changes made on the current screen and redisplay the screen showing the information prior to any changes made.
"Next" Becomes enabled when all of the required changes have been made on screen.
"Previous" Returns the user to the screen prior to the current one.
"Save" Saves all changes made to the current screen.
"Search" Allows users to search for information via a results filter throughout certain areas on the ABA website, such as the Account Activity Log.
"Submit" Forwards the information provided to the ABA system for action.
Navigating the ABA
Breadcrumbs Breadcrumbs are to the top left side of the screen, below the Navigation bar. Breadcrumbs can be used to navigate to screens in the hierarchy.
Business profile Hovering over drop down menu will expose menu contents.
Footer

The footer is displayed on all web pages in the ABA website. The following information can be accessed from links in the footer:

  • Access government business information and services;
  • Resources and legal; and
  • Contact Us
Header The ABA Header appears on all pages and includes the ABA logo, hyperlinks to general information, a logout button and welcome indicator.
Navigation The Navigation bar is below the Header and appears on all pages. It contains a link to Home, drop down menus for Business profiles and My account and textual breadcrumbs.
Pagination Information will be displayed with a maximum of 20 items per page; the first page will display the 20 most recent items.

Create an Australian Business Account

Create an Australian Business Account
Overview

Creating an Australian Business Account involves a sign up process before the business user can activate their Account. This process includes providing the minimum amount of information so that you are able to manage the information and transactions across agencies related to doing business in Australia.

You will need to enter the following:

  • Username;
  • Password;
  • Email Address;
  • State or Territory, and;
  • Security question and answer

Once completed, an email will be sent to the business user's email address to prompt the activation of the Account. An Activate your account link is presented in the email.

Sign up

To create a new ABA, select Sign up on the ABA landing page.

If the business user has registered before and used an email address for contact, then the business user cannot register another username with the same contact email address.

Sign up process

The sign up process requires the business user to complete all of the mandatory fields relating to a user defined username and password, as well as a secret question and answer that may be used for verification purposes, and then select to accept the terms and conditions. Once completed, they then select Sign up.

Mandatory fields are indicated by a red asterisk. Additional help and links are provided on the right hand side of the screen.

Secret question and answer

Secret Question: Type in a Secret question to use; and

Secret Answer: Choose from one of the predefined question

Alternatively, you can choose to type in your own question and answer.

Sign up success If the business user has successfully completed each field, a confirmation email will be sent out to the designated address and the user will see a Success message pop up, which also informs them of what they need to do next.
Confirm my email address

After signing up, the business user needs to complete the activation process by selecting the hyperlink included in the Confirmation Email sent to them.

The business user will receive an email with a Confirm my email address link included.

Account confirmation

The user is taken to an ABA Success page informing them of successful account activation. From her the user can either:

  • Use the breadcrumbs to go to the ABA home page;
  • Login to their ABA; or
  • Close the window.

Login to the ABA

Login to the ABA
Overview

Once the sign up process has been completed successfully and the account has been activated through the 'Activation Email', the user can login to the ABA website.

To log into the Australian Business Account, select Login on the ABA Home page.

Authentication service

From the ABA Home page, the business user can log in to their ABA by selecting the Login button.

The ABA relies on the Australian Government Authentication Service to ensure that a user's ABA is kept secure.

From the Login page, the business user has two options from which to choose to log in to the ABA. They can select to use either:

  • ABA Credential which requires entry of a user name and password. This is the user name and password which you have used as part of signing up for an ABA; or
  • Digital Credential which uses a Digital Credential stored on the user's PC or USB device.
Forgotten password: Part one

The forgotten password feature is only available for ABA Accounts; i.e. Username and password. For Digital Credential passwords, contact the issuing Government Agency for more information.

If you have forgotten your password, select the Forgotten your password? link on the ABA Home page. The Forgotten Your Password screen displays.

Forgotten password: Part two

An email will be sent to the email address recorded within the user account, once you have entered the following information:

  • Username: Enter your ABA Username; then
  • Select Submit.

The system will return a Success message whether or not the username is correct.

Password change request

When the email is sent, there is approximately 72 hours in which to use the activation link. If it is not used within this timeframe, then the link will not work.

The sample below displays the email message that is sent with the URL link.

Enter new password

To activate your Account, follow the process below:

  • Select the link in the email, or copy the link to the browser window. This will present the 'Sign in using a new password' screen.
  • Complete the New Password field.
  • Select Save and the new password will replace the forgotten one.
Login with a digital credential
Overview

Logging in using a Digital Credential can only be done once a Digital Credential has been linked to one of the Business Profiles. See the section 'Linking a Digital Credential.'

The process begins the same as logging in using an ABA user name. To log in, select Login on the ABA Home page. The Authentication Service screen will display.

Digital credential login

Follow the process below to continue with the log in process using a Digital Credential:

  • Choose the Digital Credential from the list presented. The Authentication Service looks for Digital Credentials installed on the PC the user is logging on from, or the USB device connected to the PC, and provides them in a list
  • Enter the password associated with the Digital Credential.
  • Select Continue.

If the password for the Digital Credential is correct and the Digital Credential is linked to an ABA account, then the My ABA Home page displays.

Logout of previous session

If the user is logged into another agency with a different login not recognised as a valid login for the ABA application, the user will be asked to log out of the other session and log in with a login that is recognised as a valid login for the ABA application (e.g. the ABA application doesn't allow Medicare or VeriSign logins).

  • Select Continue to log out of the current session/s and login; or
  • Select Cancel to continue with the previous session/s and not login.
Unsuccessful login messages

The following are some reasons why you may be unsuccessful when logging into the ABA:

  • Incorrect password;
  • Revoked digital certificate;
  • Expired digital certificate;
  • Credential required (if you wish to login with an AUSkey to login but one cannot be found on your computer, then you may need to use an AUSkey on a USB device);
  • Credential not accepted (if you are attempting to use a credential that is not acceptable for this transaction: only the following types of credentials are accepted: AUSkey or ATO certificate);
  • Stale revocation lists; or
  • Bad request/system error.

In these cases, the Authentication Service will display relevant error messages and advise of corrective action.

The Authentication Service allows three tries per session to login. If there are three unsuccessful attempts, you are returned to the ABA Home page informing you of the last reason the login attempt failed.

My ABA

My ABA home page
Overview

Home screen options:

  • Home: Throughout out the application, selecting the Home link will return you to this screen (the ABA Account Home page).
  • Business Profile: Select this menu to choose an alternative business profile or add a new business profile to your account.
  • My Account: Select this menu to choose an activity related to managing your account. This includes activities such as changing contact details, password, and viewing your activity log.
  • Profile Header: The title bar on the ABA Account Home page displays the name of the business profile which has been selected. If the ABA username/password is used to login, the last business profile used in the previous session displays. If a Digital Credential is used to log in, the business profile related to the credential displays.
  • Information Banner: This banner displays on the home screen when a new business profile has been created. It provides a quick link to begin updating your business details, to allow the user to get the most from their account.
  • Notifications: Displays a short list of the most recent notifications received for the business profile. To view the full list, select View all notifications ... link.
  • To Do List: Displays a short list of the most recent 'to do items' for the business profile. To view the full list, select View all to do items ... link.
  • Transactions: Displays a short list of the most recent transactions for the business profile. To view the full list, select View all transactions ... link.
  • Settings: Provides quick links to My Account as well as Business Profiles.
  • Popular Resources: Contains links to relevant websites that may be of interest to the user.
User account management
Overview

There are two ways in which you can access the Account information:

  • From the My account menu in the ABA navigation bar. The Navigation bar is available from all screens in the ABA.
  • From the Settings panel on the right side of the My ABA Home page. The 'Settings' panel is only available from the My ABA Home page.

From the My account menu, the following options are available:

  • Edit contact details;
  • Change login details;
  • Change password;
  • Account activity log; and
  • Close account

Selecting the following:

  • Edit contact details;
  • Change login details; or
  • Close Account options
Edit contact details

This option allows you to add or change the personal details and/or personal contact details for the Account.

To access the Edit Contact Details screen:

Select My Account from the Settings menu or the right hand panel on the My ABA Home page, or from the Account details menu in one of the Account management screens.

The current information will display and can be modified.

For new accounts, the personal contact details will be the details entered at registration. There are no mandatory fields in this screen.

In addition to the fields that may be added or changed, the following actions are available:

  • Selecting the Save button will save any changes made on the screen.
  • The Cancel button will refresh the screen and undo any changes that may have been made.
  • Alternatively you can navigate away from the page using any of the links or menu items and the changes will not be saved.

More help about contact details link. Select to view more detailed help about editing the Account contact details.

Change login details

This option allows you to change details related to the Account email address, secret question and answer.

To access the Change login details screen:

Select My Account from the Settings menu on the right hand panel on the My ABA Home page, or from the Account details menu in one of the Account management screens.

The following information can be updated:

The secret question and secret answer can be updated.

When the changes are completed, select Save. All changes will be saved and a success message will display.

To cancel any changes, select Cancel. The screen will be re-displayed without the saved information.

Alternatively you can navigate away from the screen and any changes will not be saved.

For more information about security and privacy of user information select one of the Resources and legal links.

Change password

This option allows you to change the password for your ABA Username.

To access the Change password screen:

  • Select Change password from the 'My account' tab or the 'Manage my account' panel on the right hand side of the My ABA Home page.

If you have forgotten your password, select the Forgotten your password? link on the ABA Home page and a new password will be sent to the contact email address in the Account details (See the previous section on 'ABA Forgotten Password').

Authentication Before changing your password, the current login needs to be confirmed. You will be redirected to the Government Authentication Service. The username or Digital Credential you used to login will display and cannot be changed. Enter the correct password and select Continue.
Change my password

When both fields have been completed, then the Save button will be enabled.

  • Select Save to confirm your new password.
Account activity log
Overview

This option allows you to view all of the activity associated with your Account. It details who, what and when something has been actioned or viewed in your Account.

Any action that has been performed in your Account by a Customer Support Officer (CSO) is recorded in the Account activity log. These actions will display with 'CSO' as the username.

Select Account Activity Log from the 'My account' tab or from the 'Manage my account' panel on the right hand side of the ABA Home page. Activities recorded for the account can be viewed by Date range or by Activity category. At least one activity category must be chosen before the Search button is enabled.

Filtering results To initiate a search of activity undertaken on your Account, you can either retain the default information, or choose to enter parameters of your own by checking or unchecking the boxes.
Search results

The relevant results for the search will display with the following information:

  • Date/Time: This is when the activity was undertaken. The most recent ones display first;
  • Category: This is the name of the option that was actioned in your Account;
  • Activity: This is the type of activity that was undertaken for that option;
  • Username: The username of the person who performed the activity.
Delete my account
Overview

This option allows you to delete your Australian Business Account. Deleting the account will mean that all associated Notifications; To Do Items and Transactions will be lost. To access the Delete my account screen:

Select Delete my account from the 'My account' menu or the right hand 'Settings' panel on the My ABA Home page.

Authentication

Before deleting your account, the current login needs to be confirmed. You will be redirected to the Government Authentication Service.

The username or Digital Credential you used to login will display and cannot be changed. Enter the correct password and select Continue button to proceed.

If you have entered the password correctly. The account will now be deleted and you will be returned to the ABA Home page.

Email confirmation You will receive a confirmation of account deletion email. This will be directed to the email address stated in your account details.

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Managing Business Profiles

Business profiles are a way of grouping together information about individual businesses or different queries about different types of businesses. An Australian Business Account can have more than one Business Profile associated with it.

For example, Mr. Mac may have an existing bakery with an ABN and an AUSkey. He may also be interested in starting a separate cafe in the mall. Within his ABA, he can set up two business profiles. The first for his bakery with the ABN and the second for the cafe he's investigating. Different Notifications, To Do Lists and Transactions may be stored against each business profile.

There always has to be one business profile associated with a User Account.

If there is more than one business profile, the last business profile displayed before logging out is the first one which displays when the user next logs in with their ABA username. If the user logs in with their digital credential, the business profile associated with that digital credential displays.

Create a new business profile
Overview You can create a new business profile by selection the Add a new business profile link in the 'Business profiles' tab.
Add profile Here you will need to choose a Profile name, and the state/territory it resides in.
Editing profile details
Overview

You will receive a Success message inform you your new business profile has been created.

There are three sections of the business profile that can be actioned:

  • Business summary;
  • Address details; and
  • Digital credentials
Profile details Here you are able to enter certain details regarding your business profile. You will also have the option - like in your previous business profile(s) - to prefill certain details if you have an existing ABN.
Editing existing profile

You can edit an existing business profile by:

  • Selecting the business profile you wish to edit.

Then either:

  • Select Edit next to the business name;
  • Select the updating your business details link in the information banner underneath the business name; or
  • Select Business profiles under the 'Settings' panel on the right-hand side of the screen, and then choosing the profile you wish to update.
Editing profile: Business Summary The existing Business summary details for the business profile will display, these include Profile details, Business contact details and Receive Notifications questions.
Editing profile: ABN prefill

You can change the details on this screen by:

  • Entering an ABN and selecting the Prefill button to retrieve existing details from the Australian Business Registrar (ABR); and/or
  • Updating any of the following fields:

Profile Details:

  • ABN;
  • Registered Business Name;
  • Trading Name;
  • ACN/ARBN/ARSN;
  • No. of employees: Number of employees;
  • Business structure: Choose the type of business from the list;
  • Business stage: Choose the stage the business is at from the list; and
  • Industry type: Choose the type of industry the business represents.
  • Business Contact Details: Business email address, Phone, Mobile and Fax numbers; and
  • Receive Notifications checkboxes.
Editing profile: Address details

This option allows you to add or change the details for the:

  • Physical business address;
  • Registered business address; and
  • Mailing business address

To access the Address details screen for a business profile:

  • Selecting the profile you wish to edit from the list in Manage profiles menu option.
  • Select the Edit button next to the profile name
  • Select the Address details tab under the profile name title
  • The Address details screen will display.

You can change the details on this screen by updating any of the following Physical business address fields:

  • Address: Line 1 and 2; and
  • Suburb/Postcode/State-Territory.

Select the checkbox next to the Registered business address, and the following question will display and default to Yes:

'Is your registered business address the same as your physical business address?'

  • If Yes, then the Physical business address details will be used for the Registered business address details; or
  • If No, then the address fields will display and may be updated.

Select the checkbox next to the Mailing business address, and the following question will display and default to Yes:

'Is your mailing address the same as your physical business address?'

  • If Yes, then the Physical business address details will be used for the Mailing business address details; or
  • If No, then the address fields (as above) will display and may be updated.

Then, select Save to save the changes made.

Delete a profile
Overview

A business profile can be deleted from the ABA by selecting the Business Profiles tab to display a list of profiles and then selecting the Delete link corresponding to the profile you wish to remove.

This option will delete the business profile and all associated activity and records, including notifications, transactions and to do items, attached to it.

If there is only one profile associated with the account; then the Delete link will not be displayed.

Confirmation

If the user is logged on with the digital credential associated with the business profile, then the business profile will not be allowed to be deleted.

When you elect to delete a profile, he following message will display, advising that all data associated with the business profile will be lost.

If you wish to continue, then either:

  • Select Delete to remove the profile; or
  • Select Cancel to exit out of the process

If there is only one profile associated with the account; then the Delete link will not be displayed.

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Digital credentials

A digital credential can be linked to a business profile. A digital credential can be linked to only one business profile. Linking a digital credential provides another way of logging in to the ABA.

If a business profile is linked to a digital credential, it will enable a greater level of functionality, including the ability to retrieve private data associated with the digital credential from the Australian Business Register (ABR).

Linking digital credentials
Overview

To link a digital credential:

  • Choose the relevant business profile from the Manage profiles menu.
  • Select Edit
  • Select the Digital credential tab
  • Select the Link Digital Credential hyperlink to link an AUSkey digital credential to your profile
  • The list of credentials on your PC will display in the drop down list. Select the digital credential to be linked from the drop down list.
  • Enter a password (if required) and select Continue (this button displays once a digital credential has been selected above).
  • If the digital credential has been validated successfully, a relationship is recorded between the digital credential and the selected business profile. A 'Success' message will display.

Digital credential not linking?

  • The digital credential is already linked to another business profile; or
  • The validation of the digital credential was not successful.
Unlink digital credential
Overview

You are able to remove the link between their business profile and your digital credential.

You may wish to do this when:

  • The digital credential is linked to the wrong business profile;
  • The digital credential has been lost or revoked; or
  • A new digital credential has been received for their business.

To unlink a digital credential, undertake the following steps:

Choose the business profile which has been linked to the digital credential

Select Edit

Select the 'Digital credential' tab

Select Unlink digital credential link

An alert message will display which warns you that if you unlink the digital credential then you will not be able to log in using the digital credential, nor use the pre-fill options associated with the digital credential.

You can either:

  • Select No and remain on the Digital Credential screen; or
  • Select Yes to continue with the unlink process. A success confirmation message will display.

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Notifications

Notifications
Overview

The Notifications List screen displays the following information for all notifications for the business profile:

  • Sender;
  • Subject; and
  • Date sent.

Read and unread Notifications display in bold and plain text respectively

The most recent notifications will display first. To change the order of the display, select the headings of the columns. The same applies to the Subject heading.

To delete all the notifications in the list, select the checkbox at the top of the list and then select the Delete selected link.

The notification list displays a maximum of 20 notifications per page. If there are more than 20 notifications, the number of pages will display as links Previous and Next links also display as a method of navigating between the list screens. The links are displayed at the top and bottom of the notification list.

To delete a notification from the list, select the checkbox next to the notification to be deleted, and then select the Delete selected link. Multiple notifications can be deleted simultaneously by checking the checkboxes next to the relevant notifications.

To view the details for an individual Notification, select the related Subject link in the Notification list. The Notification Details screen will display.

Notification details

The Notification Details screen for a specific notification can be viewed by selecting the Subject link of the notification in the:

  • Notifications summary panel; or
  • Notifications list screen.

In addition to the summary details (Sender, Subject and Date sent), the following information will also display:

  • The time the notification was sent and
  • The content or message of the notification. The notification can also include links to other websites.

From this screen, you may:

  • Show all notifications: This link will return to the list of notifications.

Delete Notification: This link will permanently remove the notification. An alert message will display to confirm the deletion. Select Yes to continue or No to cancel.

Notification email

You can nominate to have an email sent to your email address when notifications are added to your business profile. This is done either when updating your business profile (see the Manage Business Profiles section).

When you select the notification you will be asked to login, and then directed to the Notification details screen.

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To Do List

To Do List
Overview

The To Do List in the ABA is a list of action items that you may create or save to your business profile. These items can be anything but would mostly relate to reminders or research regarding their business or the type of business they are engaged in.

There is only one To Do List for a Business profile. To Do Items can be created in two different ways:

  • Saved as part of a Discovery search in the ABLIS; or
  • Created manually from within the Business profile.

A To Do Item can be:

  • Highlighted with a red flag to indicate its importance; and/or
  • Included in a 'Group' so that a number of To Do items can be grouped and displayed together.
Summary panel

A To Do summary panel is displayed on the My ABA Home page for the current Business profile being displayed.

It displays the 3 most recent To Do items in 'Date added' order. If there are items flagged as important, then these will display first. The following information displays:

  • Important flag: Important items can be marked with a red flag;
  • Name: The title of the To Do item;
  • Group: A user-assigned group name for the To Do item; and date added.

If you wish to add a new To Do item, then select Add new to add a new To Do Item. The To Do Item Details screen will display.

If you wish to view a To Do item in detail, then the Name link for the item. The To Do Item Details screen will display.

Select the View all to do items link. The To Do Item List screen will display all of the To Do Items.

There are three options available from the summary panel:

  • View a To Do item in detail;
  • View all of the To Do items in a list; or
  • Add a new To Do item

If you wish to view a To Do item in detail, then select the Name link for the item. The To Do Item Details screen will display.

If you wish to view all of the To Do items for the Business profile in a list view, then select the View all to do items link. The To Do Item List screen will display.

Item list

The To Do Item List screen displays a summary of the information for all To Do items for the business profile:

  • Important flag: Important or not important;
  • Name: The title of the To Do item;
  • Group: A user-assigned group name for the To Do item;
  • Date added: The date you created the item; and
  • Comments: The first sections of the comments are shown in the summary but the full text can be viewed by hovering over the comment line.

The To Do Item List screen provides the following options

To delete a To Do item from the list, select the checkbox next to the To Do item to be deleted, and then select the Delete selected link. Multiple To Do items can be deleted simultaneously by selecting the checkboxes next to the relevant To Do items, or by selecting the 'select all' check box. In addition to selecting all the items in a list, you can select all the 'flagged' items or all the 'un-flagged' items in the list.

A maximum of 20 items per page display with navigation links to show more pages.

To change the order in which the items display, you can select column headings (including the importance flag).

To view the details of a To Do item, select the Name link in the To Do Item List. The To Do Item Details screen will display.

To add a new To Do item, select the Add new button. The To Do Item Details screen will display.

Add a new To do item
Overview
  • Select Add new from the To Do summary panel on the ABA Home page;
  • Select Add new on the To Do Item List screen; or
  • Select Add new on the To Do Item Details screen.

To add a new To Do item for a business profile, you will need to enter the following information:

  • Name: The name of the To Do item is required but can be updated.
  • Group: Either choose from the list of groups already entered, or add a new group by selecting Add new. The groups created are only available for the business profile in which they are created.
To do list options
  • Add Group: A field is displayed for a new group name. Once a group is created, it cannot be deleted. You can also type in a group name that already exists. Select Add new button to complete the process, or Cancel to cancel the 'Add new' process.
  • Flag Important: Select the 'Flag Important' checkbox to identify the To Do item as important (i.e. Show the red flag in the summary lists).
  • Comments: The comments field is a free text field that can be used to add any other relevant information about the To Do item. This can be updated after the item has been created.

Then you may:

  • Select Save to save the new item;
  • Select Cancel to re-display the blank fields to add a new To Do item; or
  • Select Back to cancel the changes and return to the previous screen.

If you Save the details for the item, then a success confirmation message will display. From this message, you may:

  • Select Return to my to do list link to go back to the To Do Item List screen;
  • Select Return to my account home page to return to the ABA Home page.

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Transactions

Transactions
Overview

The Transactions option in the ABA allows you to add and keep track of any transactions that you have submitted as part of setting up, managing or expanding a business. Transactions can relate to any forms and applications that are required to be processed by relevant government agencies in respect to a business activity.

There is only one Transaction list for a Business profile. Transactions can be created in two different ways:

  • Saved as part of processing an application or form from the Agency (via SmartForms); or
  • Created manually from within the Business profile.
Transaction summary

To view the Transactions list, select the View all transactions link in the My ABA Home page. The Transaction List screen displays the following information:

  • Icon: Type of Transaction: Manual or Agency (via SmartForms);
  • Name: This is the name of the form/application, or manually entered name of the transaction;
  • Agency: This is the name of the Agency that the transaction has been submitted;
  • Status: The current status of the Transaction;
  • Updated: The date the Transaction was last updated, either an update to the status or comments in the Transaction Details screen

Select the Name link to view the details of the Transaction.

Select View all transactions link to view the list of all the Transactions for the business profile.

Select Add new button to create a new 'Manual' transaction.

Transaction list

To view the Transactions list, select the View all transactions (x) link in the My ABA Home page. The Transaction List screen displays the following information:

  • Icon: Type of Transaction: Manual or Agency (via SmartForms);
  • Name: This is the name of the form/application, or manually entered name of the transaction;
  • Agency: This is the name of the Agency that the transaction has been submitted;
  • Status: The current status of the Transaction; and
  • Updated: The date the Transaction was last updated, either an update to the status or comments in the Transaction Details screen.

The icons shown in the Transaction List screen indicate the type of transaction:

For manually created transactions, a pencil icon will display. The pencil indicates that most of the information related to the transaction can be updated.

For the ABA tracked transactions, a padlock icon will display. The padlock indicates that some of the information related to the transaction may be updated as part of the processing that occurs by the relevant Agency.

A maximum of 20 Transaction records display on a page. Page numbers, Previous and Next navigation links are provided at the top and bottom of the list.

The display order can be changed by selecting the column headings or the arrow icons to the right of the column heading.

To create a new 'manual' transaction, select Add new.

Transaction details

You can add a new Transaction for a business profile from 3 different screens:

  • Select Add new from the Transaction summary panel on the My ABA Home page;
  • Select Add new from the Transaction List screen; or
  • Attach a Transaction from an Agency (see 'Using the ABA to Track Transactions' section).

To add a new Transaction for a business profile, you will need to enter the following information:

  • Name: The name of the Transaction is mandatory (may be the name of the form or application that has been submitted).
  • Agency: The Agency field should contain the name of the Agency that the transaction has been submitted to.
  • Receipt Number: The receipt number field can be used to record any receipt or submission numbers that need to be recorded for the transaction.
  • Status: Status is a mandatory field. There is a list of pre-defined options available for selection.
  • Last Updated: This field cannot be changed. It is populated with the date and time the transaction is saved.
  • Comments: The comments field is a free text field that can be used to add any other relevant information about the Transaction.

Then you may either select Save to save the new transaction, select Cancel to re-display the blank fields, or select Back to cancel the changes and return to the previous screen.

Transaction status history

Update any of the fields, except the Last updated field and Transaction status history.

Then:

  • Select Save to save the details for the transaction, or
  • Select Delete to delete the Transaction from the ABA business profile, or
  • Select Cancel to re-display the fields with previously saved details, or
  • Select Back to cancel the changes and return to the previous screen.

If you Save the details for the transaction, then a success confirmation message will display. From this message, you may:

Select the Return to my to do list link to go back to the To Do Item List screen; or

Select the Return to my account home page link to go back to the My ABA Home page.

If the transaction is an Agency transaction (it has a padlock icon), then the transaction cannot be deleted.

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