Welcome to LYNKS
Introduction to LYNKS - the enterprise payments platform for financial operations and treasury management
Introduction
Welcome to LYNKS, your enterprise payments platform designed to streamline treasury operations, payment processing, and cash management. LYNKS provides a secure, compliant, and efficient environment for managing all aspects of your organization's payment workflows.
Whether you are a corporate treasurer, financial controller, payment approver, or administrator, LYNKS equips you with the tools and capabilities you need to execute your responsibilities effectively. The platform combines powerful functionality with an intuitive interface, allowing you to focus on strategic financial decisions while the system handles operational complexity.
This documentation serves as your comprehensive guide to understanding and using LYNKS. It covers everything from basic navigation to advanced features, ensuring you can leverage the full capabilities of the platform.
Explore the documentation
Core concepts
Master the sidebar navigation, table views, filters, and navigation patterns
Understand tenant isolation, data separation, and switching
Tenant-level feature configuration and enablement
Role-based access control and granular permissions
Approval workflows and signature processes
Platform features
Task and approval management for pending actions
Financial overview with widgets, charts, and analytics
Account monitoring, balances, and transaction history
Credit transfers, standing orders, and payment groups
SEPA direct debits, collections, and mandates
Beneficiary management and blacklisted accounts
KYC screenings and compliance monitoring
E-invoicing via Peppol network
Data export and customizable reporting
Capital calls and investor communications
Cash concentration and liquidity optimization
Administrative configuration and user management
Security & authentication
Support & help
Additional resources
Who LYNKS is for
LYNKS is designed for financial professionals across various roles within your organization. Each role benefits from specific features tailored to their responsibilities.
Corporate treasurers
Manage liquidity, oversee payment flows, and optimize cash positions across multiple accounts and entities. LYNKS provides comprehensive dashboards, cash concentration tools, and multi-currency support to help you maintain control over your organization's treasury operations.
Financial controllers
Monitor transactions, track payment statuses, and ensure accurate financial reporting. Access detailed transaction history, reconciliation tools, and customizable reports that align with your accounting and compliance requirements.
Payment approvers and signatories
Review and authorize payments through multi-level approval workflows. LYNKS supports various authentication methods including digital signatures, ensuring secure and compliant transaction authorization.
Administrators
Configure user access, manage permissions, set up approval rules, and customize platform settings to match your organization's policies. LYNKS provides granular access control and comprehensive configuration options to support your governance requirements.
What you can do with LYNKS
LYNKS offers comprehensive capabilities across the entire payment lifecycle and treasury management spectrum.
Payment management
Create, approve, and track credit transfers with support for single payments, bulk uploads, and recurring standing orders. The platform handles SEPA-compliant transactions and supports multiple file formats including CSV, Excel, XML (PAIN.001), and MT101 SWIFT messages.
Cash and liquidity management
Monitor account balances in real-time, access transaction history, and implement automated cash concentration rules to optimize liquidity across your account structure. Multi-currency support with European Central Bank exchange rate integration ensures accurate consolidated reporting.
Counterparty management
Maintain a centralized repository of payment beneficiaries with comprehensive data validation, approval workflows, and compliance screening. Organize counterparties into groups for better access control and risk management.
Compliance and risk management
Conduct Know Your Customer screenings, implement ongoing counterparty monitoring, and maintain complete audit trails for regulatory compliance. LYNKS supports AML/CFT requirements with automated screening processes and detailed compliance reporting.
Treasury operations
Access comprehensive dashboards with real-time financial metrics, configure multi-level approval workflows, and generate customized reports for analysis and regulatory purposes. The platform provides visibility into payment flows, account positions, and operational metrics.
Core capabilities
Understanding LYNKS core capabilities helps you navigate the platform effectively and leverage its full potential.
Granular access control
LYNKS implements role-based access control with granular permissions that determine which features, accounts, and payment categories each user can access. Administrators configure permission sets aligned with your organization's policies, ensuring users see only the content and actions relevant to their responsibilities.
The platform enforces the principle of least privilege, granting users the minimum permissions necessary to perform their duties. This security-first approach protects sensitive financial data while maintaining operational efficiency.
Multi-tenant architecture
Each organization operates as an independent tenant within LYNKS, with complete data isolation and separation. Users who require access to multiple organizations (such as service providers or holding company personnel) can switch between tenants using the tenant switcher in the head-up display.
Every tenant maintains independent configuration, including users, permissions, signatory rules, payment categories, and feature flags. This architecture ensures your data remains private and secure while allowing flexibility for complex organizational structures.
Flexible approval workflows
Configure signatory rules that define who must approve transactions based on parameters including account, amount, currency, and payment category. LYNKS supports multi-level approval with sequential or parallel signature collection, auto-approval for low-risk payments, and auto-rejection rules for prohibited transactions.
The platform provides multiple authentication methods for transaction signing, including LuxTrust digital certificates (eIDAS-compliant qualified electronic signatures), LYNKS mobile app with biometric support, and Single Sign-On integration with your corporate identity provider.
Comprehensive audit trail
Every action in LYNKS is logged with complete attribution, creating an immutable audit trail for compliance and security purposes. Track who created, modified, approved, or rejected each transaction, along with detailed timestamps and system events.
Configuration changes to tenant settings follow a four-eyes principle, requiring independent approval before taking effect. The change history feature provides transparency into who modified settings, what was changed, and when the modification occurred.
Feature flags and customization
LYNKS functionality is controlled through tenant-level feature flags that enable or disable specific capabilities based on your subscription and requirements. Feature flags control access to advanced features such as cash concentration, KYC screening, SEPA direct debit, and various integrations.
Contact customer support to enable feature flags for your tenant. Some features require additional configuration or integration setup beyond flag enablement.
Platform overview
LYNKS provides an intuitive interface designed for efficient financial operations across all features.
The platform uses two primary navigation systems: the sidebar navigation on the left side for accessing modules, and standardized table views for managing data across payments, accounts, counterparties, and transactions. All features follow consistent patterns, so once you learn one section, navigating other areas becomes intuitive.
For complete navigation details including the sidebar navigation, table customization, filters, search, and view management, see Platform Navigation - Detailed guide to the head-up display, table views, filters, and search functionality.
Next steps
Your journey with LYNKS begins with understanding your role and exploring the features available to you.
Getting started guide
For detailed onboarding instructions including initial login, authentication setup, understanding your permissions, and common workflows by role, see Getting Started.
The getting started guide covers:
- Initial access and authentication methods (SSO, LuxTrust, LYNKS Mobile App)
- Understanding your role-based permissions
- Exploring the interface and navigation patterns
- Setting up notification preferences
- Common workflows for treasury managers, approvers, compliance officers, and administrators
- What to explore next based on your responsibilities
Related documentation
Explore these related sections to deepen your understanding of LYNKS and learn how to use specific features:
Core Concepts:
- Platform Navigation - Detailed guide to the head-up display, table views, filters, and search functionality - Detailed guide to the head-up display, table views, filters, and search functionality
- Tenants & Multi-tenancy - Understanding tenant isolation, data separation, and multi-tenant access - Understanding tenant isolation, data separation, and multi-tenant access
- Permissions - Comprehensive explanation of access control and role-based permissions - Comprehensive explanation of access control and role-based permissions
- Approvals - How approval workflows and signature processes function - How approval workflows and signature processes function
Platform Features:
- Action Center - Centralized task and approval management - Managing tasks and approvals requiring your attention
- Dashboard - Financial overview widgets, charts, and real-time monitoring - Financial overview widgets, charts, and real-time monitoring
- Bank Accounts - Account management, balance monitoring, and transaction history - Account management, balance monitoring, and transaction history
- Outgoing Payments - Creating and managing credit transfers and standing orders - Creating and managing credit transfers and standing orders
- Tenant Settings - Administrative configuration for users, accounts, and rules - Administrative configuration for users, accounts, and rules
Security & Authentication:
- Authentication Methods - Detailed setup and usage of SSO, LuxTrust, and mobile app authentication - Detailed setup and usage of SSO, LuxTrust, and mobile app authentication
- Digital Signatures - Transaction signing methods and legal validity - Transaction signing methods and legal validity
- Compliance & Audit - Security features, audit trails, and regulatory compliance - Security features, audit trails, and regulatory compliance
Support:
- Support - Customer support portal and assistance - Customer support contact information and available services
- Notifications - Configure notification preferences and channels - Configuring notification preferences and channels
Support
If you have questions or need assistance, contact our customer support team at [email protected]. Our dedicated support staff can help with user setup, feature enablement, configuration assistance, and troubleshooting.
Updated 3 days ago