Training Clinic Topics

BankLink Training Clinics include the following topics. Onsite training and Web-based Training are based on your tailored training programme, and will incorporate parts of each session.

SMSF Tools (BGL Simple Fund)

This session covers:

• Setting up the interface between BGL Simple Fund and BankLink Practice
• New ASX chart coding
• Memorisations and automatic coding for SMSFs
• The Super Button – dissecting imputation credits and tax effective items
• BankLink Coding Reports – including layout preferences, printing options and customisation for SMSFs
• Using BankLink Notes and BankLink Notes Online
• Using Scheduled Reporting to setup for collection of support documentation required for SMSFs

SMSF Tools

This session covers:

• Setting up the interface between your SMSF product and BankLink Practice
• Memorisations and automatic coding for SMSFs
• The Super Button – dissecting imputation credits and tax effective items
• BankLink Coding Reports – including layout preferences, printing options and customisation for SMSFs
• Using BankLink Notes and BankLink Notes Online
• Using Scheduled Reporting to setup for collection of support documentation required for SMSFs.

BankLink Practice Tools (for new BankLink users)

This session covers:

• Memorisations and automatic coding
• Payees, journals, and associated reports
• BankLink Coding Reports – includes layout preferences, printing options and customisation
• GST reporting – includes set up, preparation, and export of BAS form
• Designed for new users of BankLink

BankLink Communication Solutions

This session covers:

• BankLink Notes – includes file export and import, payees, and using your practice's branding
• BankLink Notes Online – learn about BankLink's online coding tool
• BankLink Books – includes file check-in / check-out processes, memorisations, and reporting
• BankLink InvoicePlus – includes invoices, statements, reports, and administration
• BankLink PayablePlus – learn about managing the payables process

Management Reporting  

This session covers:

• Chart of account groupings and merging of master templates
• Setting up reporting on divisions / subgroups / jobs / quantities
• Payees and payee reports for tracking suppliers / wages / income
• Opening balances – adding opening balances for trial balances and balance sheet reports
• Ledger Reports – including SMSF work papers / fuel tax quantity summary
• Cash Flows and P&L – actual / customised / budgeted
• Producing graphs
• Creating budgets
• Report titles or headings
• Favourite reports – easy report generating for a clients