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Getting the best out of Bankline

Bankline Webinars

Learn from our experts in our free, interactive webinar sessions. Book your place today to discover the full potential of Bankline

You can also watch our short videos to help you get the best out of Bankline on our 'How to' videos page

Creating and managing users for administrators

This training is for Bankline administrators only and is especially useful when setting up Bankline for the first time (45-60 mins).

Perfect for Bankline administrators looking to find out more about creating and amending users (including yourself), and controlling what users can do on Bankline. In this interactive webinar we’ll cover:

  • Creating and amending users
  • Creating and amending roles
  • Ordering smart cards and readers
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Bankline security for administrators

This training is for Bankline administrators only and is especially useful when setting up Bankline for the first time (45 mins).

Our experts will take you through the array of controls you can use in Bankline to bring additional security to your profile. We’ll run through all your security options, so you can choose how best to protect your business. We’ll cover:

  • Password controls
  • Payment limits and controls
  • Dual control features
  • General security overview.
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‘Bankline for Communities’ – an Introduction, Part 1

Training for all ‘Bankline for Communities’ users (45 mins)

Our experts will provide you with an overview of ‘Bankline for Communities’, covering everything from Transactions to ‘account servicing’. They’ll show you how to navigate around the system and share some handy tips for you to get the best out of ‘Bankline for Communities’ for your organisation. 

Some of the topics that will be covered are:

  • Setting up your dashboard – customise your landing page. 
  • Viewing account balances and transactions. 
  • Account & account servicing (stopping cheques, opening additional accounts, ordering stationery).
  • Question and answers – ask our Bankline experts.
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‘Bankline for Communities’ – an Introduction, Part 2

‘Bankline for Communities’ – an Introduction, Part 2

Training for all ‘Bankline for Communities’ users (45 mins)

Our experts will provide you with an overview of ‘Bankline for Communities’, covering everything needed to make payments. They’ll show you how to navigate around the system and share some handy tips for you to get the best out of ‘Bankline for Communities’ for your organisation. 

Some of the topics that will be covered are:

  • Creating and approving payments
  • Creating and using templates 
  • Question and answers – ask our Bankline experts.
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A deeper look into Bankline for Communities

Training for account leaders and payment controllers (60 mins)

In this webinar we’ll explore more of the advanced functions and features of Bankline for Communities. This includes things like creating and managing users. It’s also an opportunity for you put any questions you have to our experts.

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Making payments

Training for all users (60 mins)

This webinar is a great introduction to making payments. Our experts will give you a full overview. They’ll show you how to create different payment types in the most cost-effective way and explain how to link Bankline with your accounting software. We’ll cover:

  • Creating and approving payments
  • Costs and cut off times
  • Templates and bulk payments
  • Importing payments
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Accounts and Account Servicing

Training for all users (45-60 mins)

In this webinar our experts will show you how to access all your accounts and transaction information. They’ll also take you through account servicing, which lets you do your everyday banking tasks online. We’ll cover:

  • Customising your dashboard 
  • Balances and transactions
  • Registering accounts
  • Account servicing (stopping cheques, opening additional accounts, ordering stationery)
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