Approvals
Auto Publish to Accountancy Software
Auto-Publish is suitable where users would prefer that once Bills/Credit Notes have been mapped and coded, they are automatically exported to their Accountancy Software, bypassing the Approvals process. Please Note: This feature is currently only ...
Bulk Approval Task Reminders
If you have a lot of pending tasks waiting on approval, rather than re-sending each task individually, you can bulk resend all pending tasks within your current account. Head over to the Dashboard page. On the left hand side, you’ll see a list of all ...
Proxy Approver
Proxy Approver can work in two separate scenarios: A user is on Leave for a week, and they want to redirect all approval tasks to another user A user leaves the business and is deleted from Lightyear, meaning tasks need to be redirected to another ...
Grouping Line Data
Before Turning Grouping On Before you turn Grouping Line Data on, please ensure your Signed Off tab has been cleared. As existing invoices in this tab won't have been grouped, and will cause errors if trying to export. How Grouping Works If you would ...
Approval by Value
Bill Workflow Setting Approval by Value at a Company Level Users can set up conditional approval by amount i.e. if a bill is over a certain amount, User A needs to approve it. If a bill is over another amount, User A and B need to approve it. Please ...
Choosing the right approvals workflow
Choosing the right workflow is crucial to help you streamline your processes to maximise efficiencies. You can have Lightyear up and running to streamline the purchase to payables process to follow the outline below Before settling on a workflow, it ...
Setting your Approval Workflow
Lightyear allows you to define your Approvals steps. Every business is different, so Lightyear lets you control how your invoices are approved, and who can approve them. Invoices are sent to your @lightyear.cloud email address by your suppliers and ...
Approval Task Requests
What is an Approval Task Request? By sending one to an internal or external user, you are requesting action from them on the sent document. For example: In our team we have Jack, Mark and Lisa. I want to have Lisa approve a particular bill. I send an ...
What is Executive Approval?
Executive Sign Off is an optional feature for your account. You may wish to use Executive Sign Off if your business requires a senior manager, business owner or director to sign off on ALL bills before they are sent to your accountancy software. If ...
Can I add a supplier to more than one Department?
Absolutely! Suppliers can now be added to any number of Departments, allowing you to further manage who can improve what invoices. Check out this article to see how you can manage your Departments. Intelligent Accounts Payables - that's what we do! ...
I have set up a new User but they cannot see any bills in the Approval Tab
Firstly, there may not be any bills for them to see in the Approval Tab, but this is most likely due to the User not being assigned to a Department. If you have activated Internal Departments within Lightyear, you will need to complete the set ...
Departments
Activate Departments Departments allow you to group Suppliers together, defining which documents (purchase orders and bills) a user can see. This allows certain documents to be presented to certain users, giving you better security and control across ...
Popular Articles
November 2020
November 2020 releases November 27th Fuelsoft Export Enhancements Now, when exporting to Fuelsoft from Lightyear, you can choose one of two ways to have you description field populate in Fuelsoft. The GL line from the top of the invoice will auto ...
How does Lightyear Data Extraction work?
Data Extraction Explained Lightyear uses world class data extraction technology to minimise your workload. We strip all of the data, line by line, from your bills, credit notes and statements so you no longer have to spend long hours manually ...
Processing Tab
It may sound scary, but it’s not. Watch this video on Processing Bills. The first time a Supplier sends a bill to your Lightyear account, it will appear in the Processing tab. As will scanned documents and statements. The Processing tab can seem ...
Statements - How to Reconcile
Lightyear can handle Supplier Statements in two ways, automatically by using a map (like an invoice), or by filing a Statement manually. This help document will explain both. Automatic Supplier Statement matching allowing you to file & automatically ...
Introducing Lightyear Purchase Orders
Welcome to Purchase Orders With Lightyears Purchase Orders Feature, you can create, send, receive and complete POs in a few quick and easy clicks. The following tutorial will take you through the different main sections of the PO feature with links ...