Education Services

Our education services are described below - for more information please call your Regional Manager on 1800 123 242.

BankLink Essentials - Practice Tools

BankLink Essentials – Practice Tools is designed for practices using The BankLink Service who want to improve their competence and efficiency.

What do you get?

A two-hour training program delivered on-site, by a BankLink Practice Consultant.

What will you learn?

BankLink Essentials – Practice Tools will ensure your team are using the key elements of BankLink Practice in the most efficient way. In particular, those attending BankLink Essentials – Practice Tools will be trained on the use of:

Memorisations and automatic coding
Payees, journals and associated reports
BankLink Coding Reports - including layout preferences, printing options and customisation
GST reporting - including set up, preparation and export of BAS form
Management reporting, budgets and graphs
Overview of Client Tools - BankLink Notes, BankLink Books and BankLink InvoicePlus

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BankLink Essentials - Client Tools

BankLink Essentials – Client Tools is designed for practices using The BankLink Service who want to improve their use of the BankLink Client Tools – BankLink Books, BankLink Notes, BankLink Coding Reports and BankLink InvoicePlus.

What do you get?

A two-hour training program delivered on-site by a BankLink Practice Consultant.

What will you learn?

BankLink Essentials – Client Tools will ensure you and your team are using the BankLink Client Tools in the most efficient way. In particular, those attending BankLink Essentials – Client Tools will be trained on the use of:

BankLink Coding Reports – including layout preferences, printing options and customisation
BankLink Notes – including file export and import, payees and using your practice branding
BankLink Books – including file check-in / check-out processes, memorisations and reporting
BankLink InvoicePlus – including invoices, statements, reports and administration
Batched client communication delivery – including covering letters and emails

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BankLink Advanced Training

BankLink Advanced Training is designed for practices that have used The BankLink Service for some time and want to maximise their efficiency by using the advanced features of BankLink Practice.

What do you get?

A customised training program delivered by a BankLink-certified trainer, consisting of a three-hour, on-site session at your practice, plus two one-hour, web-based, follow-up sessions.

What will you learn?

BankLink Advanced Training will ensure that your practice moves from using The BankLink Service competently, to being an advanced user across all areas including:

Data download management, processing and report production
Coding tools - including advanced memorisations, payees and journals
Management reporting, budgets, graphs - including advanced presentation

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BankLink Pinpoint Training

BankLink Pinpoint Training is designed for those practices that are using The BankLink Service and require training on a specific topic, or for a specific person.

What do you get?

A targeted training program delivered by a BankLink Practice Consultant, in the form of a one-hour, web-based session.

What will you learn?

BankLink Pinpoint Training is customised to meet your requirements and can be used to cover a specific topic or topics, or as a general overview. Typical BankLink Pinpoint Training scenarios include:

General training for a new staff member
Training focused on administrative issues for your BankLink Administrator
Advanced training to make one of your team a BankLink ‘power user’
A tailored session concentrating on new or enhanced functionality in the BankLink suite

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For more information on any of our education services, please call your Regional Manager on 1800 123 242.