Upcoming Events
26 April 2011We offer a range of events to suit the different needs of accounting practices. These include BankLink Training Clinics and BankLink Webinars, which are conducted by BankLink Training Consultants.
In 2012 we will be running our popular certification clinics. Each full day clinic includes training and evaluation of your BankLink Practice or BankLink Systems Administrator knowledge.
Cost: $250+GST (Per person, per session)
CPD Hours: 3
Clinics available
- Silver Accreditation - For users who have implemented The BankLink Service less than 12 months ago and want to ensure they are maximising their investment
- Gold Accreditation - For users with 12 months or more experience with The BankLink Service who want to build upon or refresh the skills they have learned
- System Administrator - For uses of The BankLink Service who are responsible for the day to day running of the software.
Silver Certification 30 May 12
9:30am - 3:30pm
This event is held in Kingsgate Hotel - The Avenue,379 Victoria Ave, WANGANUI - Silver Certification 30 May 12. 30 May 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Gold Certification 31 May 12
9:30am - 3:30pm
This event is held in Kingsgate Hotel - The Avenue,379 Victoria Ave, WANGANUI - Gold Certification 31 May 12. 31 May 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Administrator Certification 1 Jun 12
9:30am - 2:30pm
This event is held in Kingsgate Hotel - The Avenue,379 Victoria Ave, WANGANUI - Administrator Certification 1 Jun 12. 01 Jun 2012, 9:30am - 2:30pm. Registration begins at 9:00 am.
Silver Certification 6 Jun 12
9:30am - 3:30pm
This event is held in George Street Community Learning Centre,The Common Room, DUNEDIN - Silver Certification 6 Jun 12. 06 Jun 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Silver Certification AUCK WEST 6 Jun 12
9:30am - 3:30pm
This event is held in Quality Hotel Lincoln Green,, AUCKLAND WEST - Silver Certification AUCK WEST 6 Jun 12. 06 Jun 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Gold Certification 7 Jun 12
9:30am - 3:30pm
This event is held in George Street Community Learning Centre,The Common Room, DUNEDIN - Gold Certification 7 Jun 12. 07 Jun 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Gold Certification AUCK WEST 7 Jun 12
9:30am - 3:30pm
This event is held in Quality Hotel Lincoln Green,, AUCKLAND WEST - Gold Certification AUCK WEST 7 Jun 12. 07 Jun 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Administrator Certification 8 Jun 12
9:30am - 2:30pm
This event is held in George Street Community Learning Centre,The Common Room, DUNEDIN - Administrator Certification 8 Jun 12. 08 Jun 2012, 9:30am - 2:30pm. Registration begins at 9:00 am.
Administrator Certification AUCK WEST 8 Jun 12
9:30am - 2:30pm
This event is held in Quality Hotel Lincoln Green,, AUCKLAND WEST - Administrator Certification AUCK WEST 8 Jun 12. 08 Jun 2012, 9:30am - 2:30pm. Registration begins at 9:00 am.
Silver Certification 2 July 12
9:30am - 3:30pm
This event is held in Western Institute of Technoloty Taranaki,20 Bell Street, NEW PLYMOUTH - Silver Certification 2 July 12. 02 Jul 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Gold Certification 3 July 12
9:30am - 3:30pm
This event is held in Western Institute of Technoloty Taranaki,20 Bell Street, NEW PLYMOUTH - Gold Certification 3 July 12. 03 Jul 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Silver Certification 3 Jul 12
9:30am - 3:30pm
This event is held in Southland Institute of Technology,Room Not Known, INVERCARGILL - Silver Certification 3 Jul 12. 03 Jul 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Gold Certification 4 Jul 12
9:30am - 3:30pm
This event is held in Southland Institute of Technology,Room Not Known, INVERCARGILL - Gold Certification 4 Jul 12. 03 Jul 2012, 9:30am - 3:30pm. Registration begins at 9:00 am.
Admin Certification 5 Jul 12
9:30am - 2:30pm
This event is held in Southland Institute of Technology,Room Not Known, INVERCARGILL - Admin Certification 5 Jul 12. 03 Jul 2012, 9:30am - 2:30pm. Registration begins at 9:00 am.
Admin Certification 4 July 12
9:30am - 2:30pm
This event is held in Western Institute of Technoloty Taranaki,20 Bell Street, NEW PLYMOUTH - Admin Certification 4 July 12. 04 Jul 2012, 9:30am - 2:30pm. Registration begins at 9:00 am.
BankLink’s webinars are 30 minute online training sessions designed to ensure that you get the most from The BankLink Service. These short webinar sessions are free to attend and will ensure your staff get short burst of training on the the key features of our software.
Provisional Accounts
8:00am - 8:30am
Provisional Accounts let you process all of your clients' accounts in BankLink Practice - Even those that aren't currently available via The BankLink Service.
- Discover who can use Provisional Accounts
- Find out how to load a Provisional Account
- Learn how to use Provisional Accounts in BankLink Practice
Enhanced Client File Handling
11:00am – 11:30am
BankLink's new enhancement. Find out how to check in and check out your clients files online.
Enhanced Client File Handling
2:00pm – 2:30pm
BankLink's new enhancement. Find out how to check in and check out your clients files online.
Bank Accounts and System Bank Account Reports
1:30pm - 2:00pm
In this training session the BankLink Trainer will demonstrate best practices when:
- Setting a password on a bank account
- Marking a bank account as deleted
- Marking a bank account as no charge
System Bank Account Reports
- Listing bank accounts
- Listing inactive bank accounts
Maintain Clients
9:00am - 9:30am
Reinforce your knowledge on how to:
- Change layout of Maintain Clients window
- Change the sort order
- Apply settings to one or more clients files
- Apply a Code Entries Screen layout to a client file
- Change the financial year for a client file
- Archive/reinstate a client file
- Import contact details from CSV file
- Set automatic tasks
- Print open tasks
- Edit contact details
Checking Client files in and out
Task and Comments
10:30am - 11:00am
In this session you will get the opportunity to see and discuss best practices when:
- Creating a system generated task
- Adding a task
- Setting a reminder
- Closing a task
- Adding a task to multiple client files
- Printing a task list
- Printing open tasks for multiple client files
- Adding a comment
As well as hosting our own events, we are proud to participate in a number of industry events throughout the year.
CPA Australia - Doing Business The Branson Way
Sir Richard Branson is widely recognised as one of the world’s leading entrepreneurs; willing to take on established businesses by identifying and exploiting their weaknesses. Although part of his success has been brilliant, (and sometimes shameless) marketing the reasons for Branson’s success go much deeper than that. He has a very clear and surprisingly simple philososphy on business success which can be applied to virtually any type of business.
What if Branson took an interest in the accountancy profession?
John Haylock applies Branson’s way of doing business to the business of being an accountant and comes up with some very interesting results.
For event details and registration instructions click here.
