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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.
Security Settings in Bankline
A guided tour of the key security settings in Bankline and how to use them.
Setting Up Dual Admin Approval
Dual Admin Approval makes sure no profile settings can be changed without dual review.
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.
Setting Profile-wide Payment Limits
Learn how to set payment limits to help protect your profile.
Controlling Countries for International Payments
Managing the countries which International payments can be sent to from your profile.
Enhanced Security for Templates and Bulk Lists
See how your profile can stay secure when using Bulk lists and Templates
Setting User Authorisation Limit
How to set a user's individual authorisation limit for approving payments.
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.