Learn how to get your team ready before your smartcard arrives and get a feel for Bankline for Communities.
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Step 1
Before your smartcard and reader arrive
Your smartcard, card reader and smartcard PIN will arrive around 7 days after the ‘Step 1’ email we sent. While you’re waiting, there’s plenty to do to get your organisation ready.
This is the ideal time to learn about Bankline, talk to your team and gather the info you need.
Dual authorisation
Every payment will need to be raised by one person, and approved by both approvers. It's a way of making sure your money is safe. We also apply dual approval to any admin changes you need to make.
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Your profile
We’ve set up your profile for you, and it’s all ready to go. There’s nothing for you to set up or change.
You can make immediate and future-dated payments to UK accounts free of charge, up to £50k. To send higher amounts or make international payments, you’d need to visit a branch.
You can add as many users as you need to Bankline, and you can give them one of three pre-defined roles – more on this later.
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Bankline Mobile
Use the Bankline Mobile app to view your accounts, scan cheques and make or approve payments.
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Bankline Mobile is available to Bankline customers on selected iOS and Android devices with a UK or international mobile number in selected countries. It’s free to use and download, but standard payments fees still apply.
Account leader
Account leaders can add and manage users and open and close accounts (you’ll need at least two to approve any changes).
They can also create and approve payments and view accounts and transactions.
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Payment controller
Allows users to raise and approve payments and open and close accounts.
Payment controllers can also view accounts and transactions.
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Account viewer
Gives users the ability to view accounts, transactions, payments and statements.
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Bankline Mobile
A secure mobile app that complements Bankline for Communities.
- All users automatically have access to the app – no hassle to get everyone access
- Raise and approve payments, scan cheques and view transactions, wherever you are
Information Message
Bankline Mobile is available to Bankline customers on selected iOS and Android devices with a UK or international mobile number in selected countries. It’s free to use and download, but standard payments fees still apply.
Tips
Don’t worry if you’re not sure on something – you can ask our experts in the webinar.
When deciding who needs access, factor in cover for illness and holidays.
No need to go it alone. You can create more account leaders to share the responsibility – especially useful for holiday cover.
Set your organisation up well and you’ll be saving time and running your finances securely. Plus, you’ll be a pro in no time, with transferable expertise in digital finances!
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Preparing for Step 2
Sign up for a webinar
These sessions offer a great interactive introduction to Bankline for Communities.
Ideally, choose a webinar date after your card readers have arrived. That way you’ll be able to log in and follow along in Bankline.
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