Top Tips

Whether you're new to BankLink, or you've been using the service for some time, Top Tips are always useful! We've put some together below - if you have any you'd like to share let us know and we'll do our best to include them...

The BankLink Guide

It's available on-line when you press F1 in BankLink Practice, or in PDF format from this website - to go to the Software Guides page, click here.

To check which version of BankLink Practice you're using

Click Help, About - you can also see our Support phone numbers there!

Hide unwanted columns from the Code Entries Screen

Click View, Configure Columns and remove the V against any column you don't want to display, then click OK. This only changes the display for the bank account you're looking at - see the BankLink Practice Guide, Chapter 3: Start Coding for more information on how to configure columns.

Swap coding periods in the Code Entries Screen

Click the Coding icon - choose the date and click OK to see the range of transactions you want to work on next.

When you're changing your coding period selection use the Calendar button

Choose from This Calendar Month, Last Quarter, This Financial Year, Last Financial Year and All Data.

Use the repeat key: + on your numeric keypad

It's not just for copying the Account code to the next line; you can use + to copy Narration and Payee as well.

The = key works magic in BankLink Practice: -

When you've added Unpresented Cheques press = to add a value before coding the item
Change the value of a transaction you've added via Historic Data Entry - select the transaction and press = to edit the amount
Press = when you want to insert a balancing amount in Journals

Cancel an unpresented item

Find the item you want to cancel, click to select it and press Ctrl+Del - if you haven't transferred the data or produced a BAS the item will be removed, otherwise BankLink Practice puts a reversal through for you!

Setting up Report Groups is easy

Use the Ctrl and/or Shift keys to select a group of codes and then use a shortcut key to assign the report group - the keys are listed on the back of the Quick Reference Card, and also in the BankLink Practice Guide - just press F1 to access it.

For help with any of these tips, or any other query you might have, call Support toll-free on 1800 123 242.