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Lynx Knowledge - Accounting Integration

Link knowledge articles to invoices and accounting entries

lynx_knowledge_account · v19.0.1.0.0 · Premium

What this solves

Lynx Knowledge - Accounting Bridge

Bidirectional knowledge linkage between Lynx Knowledge articles and Accounting: Accounting records gain a "Related Articles" pane, articles gain a list of invoices and journal entries they apply to, and the team stops searching for the runbook every time something happens.

Most accounting questions have already been answered in writing. The problem is finding the right article when you need it. This bridge adds many-to-many links in both directions so accounting records surface the financial processes they document, and articles list the invoices and journal entries they govern - without copy-pasting URLs into chatter.

Key Features

  • Accounting record linking - Accounting forms gain a Related Articles section.

  • Article linking - Knowledge articles gain a list of linked invoices and journal entries.

  • One-click jump - clicking through either direction opens the linked record.

  • Multi-link support - many articles per record and many records per article.

  • Audit-friendly - the linkage stands up in compliance reviews where "what document governs this accounting record?" must be answered quickly.

Auto-Installation

Installs automatically when both lynx_knowledge and account are present. Bridges your knowledge base with accounting records so the SOP and the work live next to each other.

Integrates With

  • lynx_knowledge - the article engine.

  • account - the accounting module being bridged.

Try Lynx Knowledge - Accounting Integration on your team.

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