EZLynx Accounting: Apply a Customer Receipt to any Invoice Video

This video is intended for any user at an agency with EZLynx Accounting that can create receipts.
This video shows you how to create receipts to record agency bill payments, once you receive cash, check, or credit/eft payment for an agency bill invoice.

Introduction and Account Setup/Management  

For anyone who will be responsible for EZLynx Accounting setup and management tasks: configuration, commission tracking, receipt of Direct Bill Commission Statements, and how EZLynx integrates with QuickBooks.

Invoices & Receipts

For everyone who will create invoices and receipts for Agency Bill and Direct Bill policies.

Deposits & Checks

For everyone who will create bank deposits and use the Auto-Pay feature to record payment transactions in EZLynx.

Click here for the EZLynx Accounting User Manual

Create a Manual Check to Carrier for a Direct Bill Payment

This video is intended for any user at an agency with EZLynx Accounting that can create checks.
In a previous video, we showed you how to add a direct bill payment from the applicant’s Invoices tab. There are two options for paying the carrier, the first is to use the Sweep Account box on the Add Direct Bill Payment screen, and the second is to create a manual check. Create a manual check if the carrier does a single sweep for multiple direct bill payments. This way allows you to select the individual payments the carrier included on the sweep from your agency’s bank account.

Introduction and Account Setup/Management  

For anyone who will be responsible for EZLynx Accounting setup and management tasks: configuration, commission tracking, receipt of Direct Bill Commission Statements, and how EZLynx integrates with QuickBooks.

Invoices & Receipts

For everyone who will create invoices and receipts for Agency Bill and Direct Bill policies.

Deposits & Checks

For everyone who will create bank deposits and use the Auto-Pay feature to record payment transactions in EZLynx.

Click here for the EZLynx Accounting User Manual

EZLynx Accounting: Add a Direct Bill Payment Receipt

This video is intended for any user at an agency with EZLynx Accounting that can enter receipts.
Often times a customer makes a payment to the agency for a direct bill policy. The agency then forwards the payment to the carrier on behalf of the customer. This tutorial will show you how to record this as a direct bill payment.

Introduction and Account Setup/Management  

For anyone who will be responsible for EZLynx Accounting setup and management tasks: configuration, commission tracking, receipt of Direct Bill Commission Statements, and how EZLynx integrates with QuickBooks.

Invoices & Receipts

For everyone who will create invoices and receipts for Agency Bill and Direct Bill policies.

Deposits & Checks

For everyone who will create bank deposits and use the Auto-Pay feature to record payment transactions in EZLynx.

Click here for the EZLynx Accounting User Manual

EZLynx Reports: Master Report Aggregates Video

This video is intended for all users at an agency with access to EZLynx master reports. Many times, EZLynx detail reports provide all the data that a user needs, but occasionally a user may want to summarize the data for more in-depth analysis. This is where our master reports come in. With master reports you can easily add totals for any column in the report using the Aggregate function. Master reports are intended for users with a higher level of familiarity with how to group data within Excel spreadsheets, or other similar programs.

 

Click here for the EZLynx Summary Reports Guide

Click here to the EZLynx Detail Report Guide

Click here for the Master Report Guide

Click here to register to attend a Live Reports Webinar

EZLynx Reports: Master Report Groups

This video is intended for all users at an agency with access to EZLynx master reports. Master Reports are often used to add groups and sub-groups to better organize the data. Master reports are intended for users with a higher level of familiarity with how to group data within Excel spreadsheets, or other similar programs.

 

Click here for the EZLynx Summary Reports Guide

Click here to the EZLynx Detail Report Guide

Click here for the Master Report Guide

Click here to register to attend a Live Reports Webinar

EZLynx Reports: Detail Reports Video

This video is intended for all users at an agency that can access Detail Report. EZLynx offers powerful reports to help users analyze their agency’s production. Detail Reports provide a preset table of data that can be modified using various report criteria filters. The majority of our reports fall into this category; other report types include Summary and Master Reports. This tutorial shows users how to effectively utilize Detail Report Filters to retrieve the desired data.

 

Click here for the EZLynx Summary Reports Guide

Click here to the EZLynx Detail Report Guide

Click here for the Master Report Guide

Click here to register to attend a Live Reports Webinar

EZLynx Reports: Report Basics Video

This video is intended for all users at an agency that can access any EZLynx Report. EZLynx offers powerful reports to help users analyze their agency’s production. This tutorial shows users the basic functions of EZLynx reports, and explains the best method for choosing which report to run, in order to retrieve the desired data.

Click here for the EZLynx Summary Reports Guide

Click here to the EZLynx Detail Report Guide

Click here for the Master Report Guide

Click here to register to attend a Live Reports Webinar

Email Campaigns: Generating Recipient Reports

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users how to use EZLynx data to create specific reports to save for use with Email Campaigns.

Click here for more information about EZLynx Email Campaigns.

Email Campaigns: Schedule Campaign – Multiple Recipients

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users how to start a new campaign for multiple recipients using EZLynx Saved Reports.

Click here for more information about EZLynx Email Campaigns.