What’s new in BankLink Practice

For a full list of the enhancements we have made to BankLink Practice this year, click here.

What's New in BankLink Practice 2011?

Provisional Accounts

• New bank account type available through The BankLink Service
• Request provisional accounts via the Client Authority Form

Request provisional accounts for:

• Bank accounts with institutions that are not available via The BankLink Service
• Accounts from institutions that don't provide all of their accounts to BankLink, for example: some personal credit cards

At system level you can:

• Import transactions supplied by your clients into provisional accounts
• Manually enter transactions into provisional accounts

At client file level you can:

• Code and report on provisional accounts in the same manner as a standard bank account

Job List

• Include the Job List when sending Coding Reports via Scheduled Reports

What's new from October 2010

System Options - Interfaces tab

• Option to ignore zero amount transactions when extracting to a data file.

Finding a transaction

• Find an entry in the Code Entries Screen using the Find field to search all columns

Coding Optimisation Report

• Columns added include Master Mem, Superfund Payee, Notes, Uncoded Superfund Processing

Memorisations

Additional fields available in the Superfund Details window for these systems:

• BGL Simple Fund
• Class Super
• Desktop Super
• Sage HandiSoft SuperFund
• Supercorp SuperFund
• Supercorp SuperVisor II
• superMate

Payees

• Add Superfund Details via the Super button

Reporting

• Use a user-defined title when producing a Ledger Report

BGL Simple Fund

• Use the ASX Code when coding or creating memorisations
• Include the ASX Code on the Ledger Report

Class Super

• Chart of accounts interface from Class Super now available

What's new from May 2010

Data

• Added daily data download frequency for those financial institutions that are able to supply different frequencies of data

Bank Account Maintenance Screen

New Frequency column that shows how often the account data is available to be downloaded:

• Monthly
• Weekly
• Daily
• Change pending flag for accounts where a frequency change request has been sent
• New request field to change the frequency of the selected bank account/s. This request is then emailed to BankLink Client Services for processing.
• Link to a list of Financial Institutions that provide Daily Data on the BankLink website
• Option to be notified when Daily Data transactions are available for download

Retrieving and Processing Data

• The System|Start New Month field has been renamed to System|Start New period to reflect the greater options

Client Authority Forms

• New data download frequency period options on the Client Authority Form in the software and pdf versions
• Option in Bulk Authority Form Import to specify data download frequency periods

Superfund Processing

• Sage Handisoft Superfund
• Supercorp SuperVisor II
• MYOB Superfund

What's new from March 2010

Clients page

• New Accounts link indicating how many new accounts have been downloaded
• Unattached Accounts link showing the number of unattached accounts - click the link to go to the Setup New Accounts window where you can attach the accounts to client files

System Bank Accounts

• New layout showing more account detail
• Client Code and Client Name columns showing which client file a bank account is attached to
• Charge column to show whether or not charges are exported to your practice management system
• Secure Code column to show which accounts belong to which BankLink Books Secure client
• Institution column
• Inactive column identifies bank accounts no longer receiving data from The BankLink Service
• Direct link to the Setup New Accounts window
• Link to email BankLink Client Services a delete request
• Filter the bank account list to those you're working on
• Search available on bank account number, bank account name, client code or client file name
• Choose which columns to display and in what order
• Sort on any column - in ascending or descending order
• Print the current view

Import Client Authority Forms

Import an Excel file containing multiple clients' details to pre-fill authority forms, saving time if:

• Your practice is new to BankLink
• A new institution comes on board
• A practice merge or split occurs
• An additional partner needs to add their clients on

Emails

• Full colour palette to set branding colours for fonts and backgrounds
• Date and Time added to the merge fields
• Extra toolbar options

Custom Documents

• Create custom documents
• Add a custom document as a Favourite report
• Include with Scheduled Reporting for all or individual clients

Reports

• Coding Optimisation Report showing how transactions are coded within client files
• List Payees - produce in name or number order, rule a line between payees

Report Header/Footer changes

• Add a header to the first page only
• Make the first page header different to the remaining pages
• Add a footer to the last page only
• Make the last page footer different to the previous pages

Coding

• Use Find and Replace to recode transactions

Chart Mapping

• Convert a client file from one chart of accounts to another

BankLink Books

• Choose whether Books clients can edit memorisations

Interfaces

• MYOB Accounting - new General Journal export option

Superfund Processing

Supercorp SuperVisor II:

• The Member ID appears as a drop down list in the Superfund Details window accessed by pressing the Super button when coding.

MYOB Superfund:

• The Member ID appears as a drop down list in the Superfund Details window accessed by pressing the Super button when coding.
• New SuperCorp Supermate Super fund BankLink Interface
• MYOB Superfund renamed to SuperCorp Superfund
• New RewardSuper Interface
• New ProSuper Interface

GST

• Rate 16.443 has been added to selectable list in the Fuel Tax worksheet