Bankline Upgrade


Bankline upgrade

Changes to Menu Options

Note: You will only see these changes if you have been assigned privileges relating to these features.

Administration: in Manage Roles you can now add new privileges to user roles relating to the new functionality provided.

Audit: there are new search options available.

Payments:

  • In Make Payments there is a new option for Currency Account Inter-Account Transfer in the Inter-Account Transfer box.
  • Direct Debits and Standing Orders have been added to the main menu.
  • In Manage Templates new sub-options entitled Import a Template and Import a Bulk List have been added. A new column called Note has been added together with a warning at the foot of the screen showing the symbol that indicates whether a template or bulk list has been imported.
  • In Create BACS Transfer Template there is a new option to create a currency inter-account transfer template.