101 - Accounting Basics
This folder contains all of the articles that will help on how to use the Accounting product to handle day to day tasks.
If a direct bill cash payable is added to a check and finalized, but the direct bill cash receipt is later reversed, then a negative payable will exist unti...
Wed, 2 Mar, 2022 at 5:31 PM
Click here for the EZLynx Accounting User Manual. With EZLynx Accounting, it is easy to create an installment invoice. To create a new installment ...
Thu, 26 Aug, 2021 at 10:49 AM
An agency may accept and forward direct bill policy payments to the carrier on behalf of their customer. It is important to record this type of payment, a ...
Fri, 29 Mar, 2024 at 7:44 PM
If a line item from an invoice is added to a check and finalized, but the invoice is later reversed, then a negative payable will exist for the line item un...
Wed, 2 Mar, 2022 at 5:31 PM
Once a transaction in Accounting is finalized, it cannot be edited. So, if a customer's check bounces after an invoice is created with an attached recei...
Wed, 2 Mar, 2022 at 5:29 PM
Occasionally, an agency may need to refund a customer or premium finance company for a premium over payment on a direct bill policy. For example, when an en...
Fri, 17 Jun, 2022 at 6:17 PM
Some agencies have policies that were financed and then cancelled or endorsed causing premium and commission to be paid back to the customer. In this s...
Wed, 10 Apr, 2019 at 2:43 PM
Mortgage/Title Company Invoice In EZLynx we treat mortgage companies the same as Finance companies. Quick Workflow Add the Mortgage Company Create ...
Fri, 7 Jun, 2019 at 10:13 AM
To create an Invoice Document: Locate the customer that you need to invoice. Select the Documents tab. Select the green "Add" button in the t...
Mon, 14 Dec, 2020 at 5:38 PM
Q. Which versions of QuickBooks are supported by EZLynx Accounting? A. EZLynx Accounting supports all versions of QuickBooks Desktop, and QuickBooks On...
Wed, 2 Mar, 2022 at 5:32 PM