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Bankline
Videos to help you get the best out of Bankline
Security
Get to know Bankline’s security controls to keep your business protected.
Bankline security settings
A guided tour of the key security settings in Bankline and how to use them.
Dual administration
Dual administration helps keep your profile secure, see how to edit this setting.
Videos for Bankline Users
International payments
This video will guide you on additional information on international payments and where to place it.
Transaction Information Requests
Step-by-step instructions on all the information you can request for transactions on Bankline.
Get to know the ‘Accounts’ page on Bankline
Get to know the accounts page, the balances that can be displayed, account sets and transactions.
Videos for administrators
As an administrator you can create users, manage what they can do in Bankline and control your profile settings.
Roles and users
Learn how to control who is set up on Bankline and what they can do.
Dual authorisation
Dual administration helps keep your profile secure, see how to edit this setting.
Adding international payment countries
Learn how to set and change which countries you can send to.
Dual controls of lists and templates
See how to keep lists and templates secure with dual controls.
User payments limits
This setting requires two or more people to approve payments – see how it works to keep you safe.
Account servicing
Account servicing lets you complete everyday banking tasks online, without having to pick up the phone or send off forms.
Setting up Account Servicing
This video walks through setting your Bankline users up to do more of your everyday tasks online.
How to stop a cheque
A step-by-step guide on how to stop a cheque using Account Servicing.
How to change an address
A step-by-step guide on how to open an account using Account Servicing.
Open additional accounts
A step-by-step guide on how to open an account using Account Servicing.
Order cheque books and paying in books
A video on how to order a cheque book and paying-in book.
Bankline training webinars
Learn from our experts in these free, interactive webinar sessions. Book your place today to discover the full potential of Bankline.