EZLynx

Sometimes an Agent might make a payment as Check in EZLynx when it should have been an EFT payment. To correct this in QuickBooks and EZLynx without reversi...

If a receipt is added to a deposit and finalized, but the receipt is later reversed, then the Deposit Total & Receipt Total for that deposit won't m...

This workflow enables a user to handle carriers that group multiple direct bill sweeps onto a single transaction in the agency's bank account.    ...

Create a Deposit At the start of each deposit period, an admin will create a deposit. This provides a place for other accounting users to add payments a...

Agencies either receive downloaded commission statements from carriers, or manually enter their direct bill commission statements into EZLynx Management Sys...

Use EZLynx Accounting to create checks which are any records of agency payments to carriers, customers and producers. Journal entries are created in EZLynx,...

Having access to a daily check summary is important. The Check Detail Report is used to print a check summary when the information won’t fit on a check stub...

EZLynx Accounting reports are accessed by hovering over the accounting icon and choosing Reporting. Each report can be exported to Excel for sorting and fil...

In Accounting, the Payable Worklist is where you will be able to view all of the Commissions Payable to your Producers in EZLynx. The Payable Worklist will ...

To assist with maintaining the office’s cash flow, you can print a deposit summary. From Deposits, locate check. Click Select in the Actions column, then...