Upcoming Events
26 April 2011We offer a range of events to suit the different needs of accounting practices. These include BankLink Training Clinics, Online Training and complimentary webinars. They are conducted by BankLink Training Consultants.
The popular BankLink Certification Training Clinics are a full day and include training and an assessment on either BankLink Practice Tools or BankLink Client Tools. In addition, we have Training Clinics designed for staff new to BankLink and SMSF Training Clinics for staff that specialise in SMSFs.
Cost: $330 inc GST (per person)
CPE Hours: 7
We have two streams to the programme - BankLink Practice Tools and BankLink Client Tools. BankLink Gold Certified Specialist status is achieved by completing either of these streams; BankLink Platinum Certified status requires the completion of both.
BankLink Practice Tools
- The Code Entry screen - customisation, sorting and editing
- Setting up and ending memorisations
- How to use shortcut keys and the search filter to save time
- Importing a CSV file with historical transactions
- Setting up and importing data for Provisional Accounts
- Using Payees to streamline coding
- Producing GST returns and management reports
BankLink Client Tools
- BankLink Notes (desktop and online)
- BankLink Books
- BankLink InvoicePlus
- BankLink PayablesPlus
- Demonstration of BankLink Wages - attendees will also receive a free online training session when this product is released later in the year
Click on the column headers to sort by event name, date or location.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in QLD - Axiom College,Level 1, 47 Sydney Street, MACKAY - Certification Training Practice Tools. 24 May 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Client Tools
9:00am - 12:00pm
This event is held in NSW - Riverina Community College,90-98 Murray St, WAGGA WAGGA - Certification Training Client Tools. 29 May 2012, 9:00am - 12:00pm. Registration begins at 8:45 am.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in WA - Training Choice,Level 7, 105 St George's Terrace, PERTH CBD - Certification Training Client Tools. 31 May 2012, 9:00am - 5:00pm. Registration begins at 8:30 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in NT - Darwin Human Resource & Computer Academy,Number 2, Suite 2, Shepherd Street, DARWIN - Certification Training Practice Tools. 07 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:30 am.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in QLD - Training Choice - Brisbane Center,Mezzanine Level, 88 Creek St, BRISBANE - Certification Training Client Tools. 07 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Practice Tools New Users
9:00am - 12:00pm
This event is held in WA - Training Choice,Level 7, 105 St George's Terrace, PERTH - Practice Tools New Users. 12 Jun 2012, 9:00am - 12:00pm. Registration begins at 8:30 am.
SMSF Tools BGL
1:00pm - 4:00pm
This event is held in WA - Training Choice,Level 7, 105 St George's Terrace, PERTH - SMSF Tools BGL. 12 Jun 2012, 1:00pm - 4:00pm. Registration begins at 12:30 pm.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in SA - St Martins College,2 St Martins Drive, MT GAMBIER - Certification Training Practice Tools. 14 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:30 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in VIC - Training Choice,Ground Floor & Level 1, 50 Queen St, MELBOURNE - Certification Training Practice Tools. 19 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in QLD - Computer Smart Training Centre,Suite 6 / 153 Cotlew Street, GOLD COAST - Certification Training Practice Tools. 20 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in NSW - MIS Technologies,Suite 501, L5 Westfield Office Tower, 159-175 Church Street, PARRAMATTA - Certification Training Practice Tools. 20 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in VIC - Marcus Oldham College,145 Pigdons Road,, GEELONG - Certification Training Practice Tools. 21 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in TAS - NDA Tasmania,Level 3, Trafalgar Centre, 110 Collins Street, HOBART - Certification Training Practice Tools. 26 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in NSW - Forsythes IT & Training,9 Denison Street, NEWCASTLE - Certification Training Practice Tools. 27 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in TAS - NDA Tasmania,Level 1, 65 St John Street, LAUNCESTON - Certification Training Practice Tools. 27 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in NSW - Wizard Corporate Training,Level 8, 60 Carrington Street, SYDNEY - Certification Training Client Tools. 28 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in QLD - HB Training,4 Laurel Street, TOOWOOMBA - Certification Training Client Tools. 28 Jun 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Practice Tools
9:00am - 5:00pm
This event is held in QLD - Seagulls Resort,74 The Esplanade, Belgian Gardens, TOWNSVILLE - Certification Training Practice Tools. 03 Jul 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in NSW - Joblink Plus,490 Peel Street, TAMWORTH - Certification Training Client Tools. 17 Jul 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training New Users
9:00am - 12:00pm
This event is held in NSW - Joblink Plus,491 Peel Street, TAMWORTH - Certification Training New Users. 18 Jul 2012, 9:00am - 12:00pm. Registration begins at 8:45 am.
Certification Training SMSF Users
1:00pm - 4:00pm
This event is held in NSW - Joblink Plus,491 Peel Street, TAMWORTH - Certification Training SMSF Users. 18 Jul 2012, 1:00pm - 4:00pm. Registration begins at 12:45 pm.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in NSW - St George and Sutherland Community Centre,27-129 Sutherland Road, ST GEORGE - Certification Training Client Tools. 24 Jul 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in SA - International Visualisation Centre,19 Young St, ADELAIDE - Certification Training Client Tools. 24 Jul 2012, 9:00am - 5:00pm. Registration begins at 8:30 am.
Practice Tools New Users
9:00am - 12:00pm
This event is held in VIC - Wimmera Hub,39 Urquhart Street, HORSHAM - Practice Tools New Users. 31 Jul 2012, 9:00am - 12:00pm. Registration begins at 8:45 am.
Client Tools
1:00pm - 4:00pm
This event is held in VIC - Wimmera Hub,39 Urquhart Street, HORSHAM - Client Tools. 31 Jul 2012, 1:00pm - 4:00pm. Registration begins at 12:45 pm.
Certification Training Client Tools
9:00am - 5:00pm
This event is held in ACT - Training Choice,Level 4, 54 Marcus Clarke Street, CANBERRA - Certification Training Client Tools. 23 Oct 2012, 9:00am - 5:00pm. Registration begins at 8:45 am.
Complimentary Webinars
In addition to our Online Training sessions, we run regular complimentary webinars. These 10 minute sessions provide you with an overview of BankLink and our solutions. Topics include:
- Introduction to BankLink
- BankLink solutions for your clients
- Introduction to feeLink
For more information email our team.
Online Training
Our Online Training programme includes a range of topics. Held over one hour, they are designed to ensure that you get the most from The BankLink Service.
Cost: $88 inc GST (per person, per session) or $880 inc GST for a Season Pass giving all staff at your practice access to unlimited online sessions for 12 months.
CPE Hours: 1
Sessions cover specific topics relating to:
- Scheduled Client Communications (Reports)
- BankLink Notes online for Accountants
- Bank Account Management
- BankLink Books for Accountants
- Praemium Integration
- MYOB AccountRight Integration
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
Bank Account Management
Learn how to effectively manage your clients’ bank accounts within BankLink Practice. This session covers:
• When and how to use provisional accounts
• Identifying financial institutions available for data downloads
• Setting and changing the...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
Praemium Integration
Learn how to set up your clients’ data to integrate with Praemium. This session covers:
• Practice set up
• Client set up
• Set up the portfolio to process the transfer in V-Wrap
• Transfer transactions in to Praemium
• Upload the BankLink P...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
Scheduled Client Communications (Reports)
Learn how to reduce the time it takes to send your client’s data for coding reports, faxes, BankLink Notes or Books files. For every 12 clients using this feature you could save up to one hour every month! This session covers:
• What is the ‘sch...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
Bank Account Management
Learn how to effectively manage your clients’ bank accounts within BankLink Practice. This session covers:
• When and how to use provisional accounts
• Identifying financial institutions available for data downloads
• Setting and changing the...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
MYOB AccountRight Integration
You will learn how to integrate your coded BankLink data with MYOB’s AccountRight productivity tool. This session covers:
• Linking the chart of accounts including adding new accounts and managing linked accounts
• Moving data between BankLink P...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
Scheduled Client Communications (Reports)
Learn how to reduce the time it takes to send your client’s data for coding reports, faxes, BankLink Notes or Books files. For every 12 clients using this feature you could save up to one hour every month! This session covers:
• What is the ‘sch...
Praemium Integration
Learn how to set up your clients’ data to integrate with Praemium. This session covers:
• Practice set up
• Client set up
• Set up the portfolio to process the transfer in V-Wrap
• Transfer transactions in to Praemium
• Upload the BankLink P...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
Bank Account Management
Learn how to effectively manage your clients’ bank accounts within BankLink Practice. This session covers:
• When and how to use provisional accounts
• Identifying financial institutions available for data downloads
• Setting and changing the...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
Scheduled Client Communications (Reports)
Learn how to reduce the time it takes to send your client’s data for coding reports, faxes, BankLink Notes or Books files. For every 12 clients using this feature you could save up to one hour every month! This session covers:
• What is the ‘sch...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
MYOB AccountRight Integration
You will learn how to integrate your coded BankLink data with MYOB’s AccountRight productivity tool. This session covers:
• Linking the chart of accounts including adding new accounts and managing linked accounts
• Moving data between BankLink P...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
Bank Account Management
Learn how to effectively manage your clients’ bank accounts within BankLink Practice. This session covers:
• When and how to use provisional accounts
• Identifying financial institutions available for data downloads
• Setting and changing the...
BankLink Notes Online for Accountants
Learn how to communicate with your clients about their transactions via a secure website. It’s simple, time saving and easy to use and doesn’t require any software to be installed. This session covers:
• Why use BankLink Notes online?
• Registe...
BankLink Books for Accountants
BankLink Books gives your clients the option to be more involved in their day-to-day bookwork. Learn how to identify suitable clients for BankLink Books; then demonstrate, install, set up and show your client’s how to use it. This session covers:
...
Scheduled Client Communications (Reports)
Learn how to reduce the time it takes to send your client’s data for coding reports, faxes, BankLink Notes or Books files. For every 12 clients using this feature you could save up to one hour every month! This session covers:
• What is the ‘sch...
Praemium Integration
Learn how to set up your clients’ data to integrate with Praemium. This session covers:
• Practice set up
• Client set up
• Set up the portfolio to process the transfer in V-Wrap
• Transfer transactions in to Praemium
• Upload the BankLink P...
Sponsored Events
BGL Simple Fund & BankLink Online Training
BGL and BankLink have teamed up to offer a comprehensive webinar on the integration between our solutions.
Cost: $88 inc GST (per person, per session)
CPE Hours: 1.5
Content includes:
BankLink
- Specific coding techniques for the BGL interface
- Manual exporting of data and new bulk extracts
BGL
- BankLink single fund format upload
- BankLink multi fund format upload
- Multiple funds upload
*All attendees will receive comprehensive notes before each session commences.
Click here to go to the BGL website for webinar dates, times and registration instructions.
