4. Type in the client's user name and email address as required
5. Click Ok
***The client's email address is used as their log in to BankLink Online and is also used to send messages when the new files are available.
Once the client file is set up, you are now ready to export the data to BankLink Notes Online for the client to access.
To export the data to BankLink Notes Online:
1. Click on Other Functions > Export to BankLink Notes Online
2. BankLink Practice displays the Export to BankLink Notes Online window
3. Check the date range, include Uncoded Only or All Entries, and decide whether or not to send the chart of accounts and select which of the optional column you want your client to access. ***The email notifications check boxes are ticked by default - leave them ticked to ensure that your client receives an email when the transactions are available for them to work on and that your practice received notification when the client send the transactions back.
4. Click Ok
***BankLink Practice confirms the number of transactions successfully exported to BankLink Online.
5. Click Ok
***BankLink Practice displays the Export to BankLink Notes Online Notification window
6. Check the message, add any attachments (for example Word documents or Excel spreadsheets) and click Send
***BankLink Practice confirms that the file has been sent
