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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

Transaction Information Requests

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

How to stop a cheque

How to change an address

Open additional accounts

Order chequebooks and paying in books

Bankline training webinars

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

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