103 - Accounting for Admins Only
This folder contains all of the articles that will help Admins on how to use the Accounting to handle day to day tasks.
It’s important to create write-offs in the Accounting System to clear open AR or AP balances that won’t be collected or paid by the agency. If a customer pa...
Thu, 4 Apr, 2019 at 3:00 PM
Applicant: Any prospect or customer, either personal or commercial that has been entered into EZLynx for any reason. Carrier Defaults: These allow you...
Wed, 10 Apr, 2019 at 2:36 PM
The following error message – “Duplicate Document Number Error: You must specify a different number. This number has already been used”. Will a...
Wed, 31 Jul, 2019 at 11:07 AM
After importing general ledger and checks from EZLynx, QuickBooks Accounts should have a $0 balance. Contact accountingsupport@ezlynx.com immediately if any...
Thu, 4 Apr, 2019 at 3:10 PM
We recommend closing each month to prevent entry of back dated transactions and duplicate entries on EZLynx Accounting production reports. To close a mo...
Thu, 4 Apr, 2019 at 3:10 PM
With 2024 Q1 release, we are excited to announce an enhancement to the Commission Statement Approval workflow for Accounting Users! The system now disp...
Mon, 11 Nov, 2024 at 1:41 PM