Lynka guides
Use these guides to understand a business process, then see the Lynka feature that supports it.
Closing a period means deciding that the accounting records for a defined date range are complete enough to rely on. The work is less about pressing a close button and more about resolving the loose ends before the period is locked.
/resources/accounting-period-close-guideA supplier-balance total is useful, but it does not tell you which bills are current, which are due soon and which are already overdue. Aging organizes those open balances by time so the business can decide what needs attention first.
/resources/accounts-payable-aging-guideReconciliation compares statement activity with the financial records in the books so differences can be explained before the period is treated as complete.
/resources/bank-reconciliation-guideUse campaign, source, medium, touchpoint and opportunity relationships to understand which marketing activity contributed to commercial outcomes.
/resources/campaign-attribution-guideThose two events are easy to confuse when a customer’s balance needs to go down. Keeping them separate makes receivables easier to explain and avoids recording cash movement that did not happen.
/resources/credit-note-guideA CRM migration is a chance to clean the customer model, not a requirement to reproduce every field and duplicate from the old system.
/resources/crm-data-migration-checklistUse this checklist to decide what the CRM needs to solve, clean the records worth keeping, define the sales process and launch with rules people can actually follow.
/resources/crm-implementation-checklistA clean receiving process records what actually arrived and its condition instead of marking a purchase order complete simply because a delivery truck showed up.
/resources/inventory-receiving-guideA warehouse can look full while the accounting value is wrong, or the quantity can be correct while costs are stale. Inventory valuation connects on-hand stock with the cost basis used to represent that stock financially.
/resources/inventory-valuation-guideUse a small number of concrete questions to decide whether a prospect deserves active sales time and whether the opportunity is real enough to forecast.
/resources/lead-qualification-guideA multi-currency transaction has at least two views: the currency used with the customer or supplier and the base currency used for company reporting. Keeping both explicit makes exchange differences understandable instead of mysterious.
/resources/multi-currency-accounting-guideThe documents can contain the same products and prices, but they come from opposite sides of the transaction. Add receiving in the middle and you have the basic evidence needed to check whether the bill makes sense.
/resources/purchase-order-vs-invoiceA quote revision should preserve what changed, keep the current commercial version obvious and make it possible to trace the customer’s acceptance back to the offer they actually saw.
/resources/quote-revision-guideThe two documents may contain similar products and prices, but they do different jobs. Keeping that distinction clear prevents teams from treating a proposal like a receivable or rewriting the commercial history after a customer accepts.
/resources/quote-vs-invoiceA useful sales pipeline has a small number of stages that everyone interprets the same way and that correspond to meaningful changes in the buying process.
/resources/sales-pipeline-stages-guideA useful support SLA defines when the team should first respond, when the issue should be resolved, what legitimately pauses the clock and how breaches are reviewed.
/resources/support-sla-guideThree-way matching checks the purchase order, goods receipt and supplier bill together before the business decides whether the payable makes sense.
/resources/three-way-matching-guide