Top Tips

Whether you're new to BankLink, or you've been using the service for some time, Top Tips are always useful! We've put some together below - if you have any you'd like to share let us know and we'll do our best to include them...

The BankLink Guide

It's available on-line when you press F1 in BankLink Practice, or in PDF format from this website - click here to go to the page.

To check which version of BankLink Practice you're using

Click Help, About - you can also see our Support phone numbers there!

Hide unwanted columns in the Code Entries Screen

Click View, Configure Columns and remove the V against any cloumn you don't want to display, then click OK. This only changes the display for the bank account you're looking at - see the BankLink Practice Guide, Chapter 3: Start Coding for more information on how to configure columns.

Move easily between bank accounts when you have more than one attached to a client file

Just press Ctrl + F6 or Ctrl + Tab - they both work!

In the Code Entries Screen swap coding periods without reopening the client

Click the Coding icon - choose the date and click OK to see the range of transactions you want to work on next.

When you're changing your coding period selection use the Calendar button

Choose from This Calendar Month, Last Quarter, This Financial Year, Last Financial Year and All Data.

Use the repeat key: + on your numeric keypad

It's not just for copying the Account code to the next line; you can use + to copy Narration and Payee as well.

The = key works magic in BankLink Practice: -

When you've added Unpresented Cheques press = to add a value before coding the item
Change the value of a transaction you've added via Historic Data Entry - select the transaction and press = to edit the amount
Press = when you want to insert a balancing amount in Journals

Cancel an unpresented item

Find the item you want to cancel, click to select it and press Ctrl+Del - if you haven't transferred the data or produced a GST return the item will be removed, otherwise BankLink Practice puts a reversal through for you!

Setting up Report Groups is easy

Use the shortcut keys - they're listed on the back of the Quick Reference Card, and also in the BankLink Practice Guide - just press F1 to access it.

For help with any of these tips, or any other query you might have, call Support on 0800 226 554.