BankLink BankLink Practice
Manuals and User Guides for BankLink BankLink Practice. We found 4 manuals for free downloads User Guide, User guide, User manual
Below you will find brief information for BankLink Practice. This guide provides instructions on signing clients onto BankLink, creating client files,attaching bank accounts, setting up GST details, chart of accounts, and generating reports.
Key Features
Client data management
Bank account attachment
GST setup
Chart of accounts management
Payee list management
Reporting schedule setup
Pages: 30 BankLink BankLink Practice User Guide
Brand: BankLink Size: 245 KB
Languages: English
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Frequently Answers and Questions
Who can create clients and attach bank accounts in BankLink Practice?
A BankLink Practice user needs BankLink Administrator rights in order to create clients and attach bank accounts to these clients.
Can I set up clients prior to downloading data?
Clients can be set up prior to downloading data, but bank accounts can only be attached once data has been downloaded.
What is a Client Authority form?
This form authorises their bank to release their banking transactions to you through BankLink.
Questions & Answers
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How to create a new client file or convert a prospect to a client?
Using Administrator access, select the desired prospect and choose 'Convert to Client File' from the menu. This initiates the Setup New Client Wizard to configure the financial year, accounting system, and bank accounts.
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How to convert a prospect into a client file?
Select the prospect in the Clients page, choose 'Convert to Client File' from the Prospect Files menu, and follow the Setup New Client Wizard to configure settings like the financial year and chart of accounts.
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