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Software Guides

BankLink Workflow Manager

The BankLink Workflow Manager help file is available electronically in Workflow Manager Version 7 and above.  You can also download it here, as a PDF document, but don't forget that you can call our Support Team on 1800 123 242, from 8.30am to 5.00pm (EST) every working day.

To download the BankLink Workflow Manager Guide, click here.

BankLink Practice

The BankLink Practice help file is your electronic manual.  It's also available as a series of Adobe (PDF) documents.  In addition, we have produced a series of Information Sheets.  Between them these documents provide a great reference point, but remember, our Support Team is only a free phone call away on 1800 123 242.

The administration chapters tell you how to download client data, create new client files and set up your staff members as new users.  They are normally used by the System Administrator, i.e. the person responsible for the implementation of BankLink at your practice.

• Admin Chapter 1 - Setting up BankLink
• Admin Chapter 2 - BankLink Books Clients
• Admin Chapter 3 - Upgrading BankLink
• Admin Chapter 4 - Setting Up GST
• Admin Chapter 5 - Creating Client Files and attaching bank accounts
• Admin Chapter 6 - Security
• Admin Chapter 7 - Downloading and Purging Data
• Admin Chapter 8 - Scheduled Reports
• Admin Chapter 9 - The System Menu

The remaining chapters tell you how to use the many features available in the BankLink software.

• Start Here
• Chapter 1 - Opening BankLink
• Chapter 2 - Clients, Charts of Accounts and Bank Accounts
• Chapter 3 - Start Coding
• Chapter 4 - Dissecting
• Chapter 5 - Memorisations
• Chapter 6 - Unpresented Items
• Chapter 7 - Historical and Manual Data Entry
• Chapter 8 - BankLink Coding Report, BankLink Notes and Queries
• Chapter 9 - Budgets
• Chapter 10 - Journals
• Chapter 11 - Accounting For Stock
• Chapter 12 - Setting Up Reporting
• Chapter 13 - Producing Reports
• Chapter 14 - Producing Graphs
• Chapter 15 - Year End Balances
• Chapter 16 - Transferring Coded Data

Call BankLink Support on 1800 123 242 or e-mail support@banklink.com.au

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