Overview of Bookkeeping Functions


Bookkeeping The "Bookkeeping" part of the system contains an entire set of integrated accounting modules. Included are Invoicing, Accounts Receivable, Accounts Payable, General Ledger and Journal Entries.

All of these functions can be accessed two different ways from the Lynx Main Menu.

One way is to left-click on the Bookkeeping button.

The other is to left-click on the word Bookkeeping on the Menu Bar.

Either way, a drop-down menu will appear that shows you the Bookkeeping-related options. Simply left-click on the one you want and the system will take you there.

 

The following Bookkeeping functions are available to you:

Batch Processing Principles

Definition of a Product

How the System Handles Taxes

How to Handle HazMat Fees

How the System Handles Bookkeeping Dates

How to Write Checks

How to Handle Cash Sales

Overview of Writing Checks

Activate the Accounting Modules

FAQ's About Bookkeeping

OVERVIEW OF ACCOUNTS RECEIVABLE

Age Accounts

Add a Tax

Change Tax Information

Change a Tax Rate

Delete a Tax

Add a Tax Group

Change a Tax Group

Delete a Tax Group

Assign a Tax to a Tax Group

Assign a Tax Group to an Account

Assign a POS Tax to a Tank

Add an Invoice Type

Change an Invoice Type

Delete an Invoice Type

Find Tank Rent Information

Add Tank Rent Information

Change Tank Rent Information

Custom Rental Prices

Using End Rental Dates

Overview of Period-end Billing

Generate Rental Charges

Generate Finance Charges

Roll-Up All Invoices

Add Messages to Statements

Prepare Statements

Print Statements

Reprint Statements

Quick A/R Balance

Print Accounts Receivable Reports

FAQ's About Accounts Receivable

OVERVIEW OF INVOICING

Set Up Invoicing Preferences

How to Use the Numeric Keypad

How to Handle Meter Accounts

How to Handle Customer Discounts

How to Handle Customer Refunds

How to Handle Customer Credits

How to Handle NSF Checks

How to Handle Customer Deposits

How to Handle Pre-buys

How to Set Up Credit Limits

How to Handle Bad Debts

How to Handle Tank Rent

Find an Invoice Batch by Batch Number

Find an Invoice Batch by Invoice Number

Add an Invoice Batch

Add a Warning Message

Enter Invoices

Find a Payment Batch by Batch Number

Find a Payment Batch by Invoice Number

Add a Payment Batch

Enter Payments

Enter Payments to Open Item Accounts

Print a Deposit Slip

Find a Delivery Batch by Batch Number

Find a Delivery Batch by Invoice Number

Add a Delivery Batch

Enter Deliveries

Find a Service Batch by Batch Number

Find a Service Batch by Invoice Number

Add a Service Batch

Enter Service Invoices

Find a Finance Charge Batch by Batch Number

Find a Finance Charge Batch by Invoice Number

Change or Delete Finance Charges

Find a Rental Charge Batch by Batch Number

Find a Rental Charge Batch by Invoice Number

Change or Delete Rental Charges

Find a Transaction or Payment

FAQ's About Invoicing

OVERVIEW OF ACCOUNTS PAYABLE

Find a Batch of Vendor Bills

Add a Batch of Vendor Bills

Enter Vendor Bills

Find a Vendor Bill Payment Batch

Add a Vendor Bill Payment Batch

Pay Vendor Bills

Find a Vendor

Add a Vendor

Change Vendor Information

Delete a Vendor

Find a Vendor Contact

Add a Vendor Contact

Change a Vendor Contact

Delete a Vendor Contact

Set Up Vendor Preferences

How to Handle Vendor Refunds

How to Order Accounts Payable Checks

Print Accounts Payable Reports

FAQ's About Accounts Payable

OVERVIEW OF GENERAL LEDGER

Edit the Chart of Accounts

View Bank Accounts

Quick Check Writer

Quick Receipt of Miscellaneous Cash

Add, Change, Delete Payees

Year End

Print General Ledger Reports

FAQ's About General Ledger

OVERVIEW OF JOURNAL ENTRIES

Find a Journal Entry Batch

Add a Journal Entry Batch

Enter a Journal Entry

Print a Journal Check

Enter a Payroll Journal Entry

FAQ's About Journal Entries

Change the Default Period

Close Periods

View Batches That Have Not Been Posted