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Bankline Webinars

Getting the best out of Bankline

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

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 (30-45 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 smartcards and readers

Bankline security for administrators

This training is for Bankline administrators only and is especially useful when setting up Bankline for the first time (30-45 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.

Bankline for Communities – an introduction

Training for all Bankline for Communities users (60 mins)

Our experts will provide you with an overview of Bankline for Communities, covering everything from statements to payments. They’ll show you how to navigate around and share some handy tips for you to get the best out of Bankline. Some of the topics that will be covered are:

  • Viewing account balances and statements
  • Creating and approving payments
  • Creating and using Templates

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.

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

Moving from original to new Bankline? See what’s changed

Training for all users (60 mins)

If you’ve moved from original Bankline onto our new Bankline platform, this is the perfect introduction. Our experts will take you through all the main features of the new platform, covering everything from navigation to payments. They’ll show you what’s changed and share some handy tips for new Bankline.

They’ll also talk you through our account servicing features, including stopping cheques and opening additional accounts in Bankline.