Attache Integration Setup Guide
Setting up Attache in Lightyear
Once done, you'll need to set your Accountancy Software Settings and start importing some of your data from Attache. Let's look at these individually
Accountancy Software Settings
Do you use Cost Centres?
- Yes - if you use Cost Centres within Attache, and would like to be able to apply these on a line by line level to your bills and credit notes in Lightyear, and set rules to automatically assign Cost Centres within Lightyear to export to Attache, then choose yes here.
- No - you do not use Cost Centres within Attache, or you don’t need to apply them to your bills or credit notes within Lightyear.
Automatically apply Categories on Line Item Level?
Yes - Recommended - save time by coding it in Lightyear, and we'll remember the next time we extract the line item what you last coded the supplier lines.
No - keeps these blank and code them individually
Automatically apply Chart of Accounts on Line Item Level?
- Yes - Recommended - Save time by coding it in Lightyear, and we’ll remember the next time we extract the line item what you’ve coded the supplier lines to.
- No - keeps these blank for you to code individually.
Group Line Item Data
- Turning this on will allow you to export Grouped Account data, rather than line item data. For the full article on this, click here.
Attache Suppliers
These are your Suppliers within Attache and are used so Lightyear knows which supplier to associate with any given bill. To set up a Supplier, you'll be asked for a Supplier Name and a Supplier Code. The Supplier Name is just used as an identifier in Lightyear, but the Supplier code would need to be the code for that supplier within Attache.
You can bulk upload your supplier Accounts via the 'Upload CSV File' Option located above the supplier table.
You can edit any of the Suppliers by clicking on the green pencil icon
Chart of Accounts
These are your Account Codes within Attache. Lightyear requires the Account Code and a description or label to go along with these.
If you wish to reduce the number of Accounts that Lightyear presents throughout the application in the drop-down lists, then simply de-select the tick boxes under the In Use column and those unticked Accounts will not show in the Account drop-down lists.
You can edit any of the Accounts by clicking on the green pencil icon
Set your default Tax Rates
While you can add as many tax rates to Lightyear as you wish, please note that you will only have one default taxed and one default tax free rate. Enter your Tax Code from Attache, a description and the rate. The In Use box will be checked by default, so it's ready to use as soon as it's created.
Please Note: Tax Code is a numeric field with a maximum of 3 characters, and Tax Rate is a numeric field which requires 1 to 3 digits, as per Attache character limitations Your CSV file should only contain 3 columns, the first column should be your tax code, second column tax description and column three the tax rate % as a number (so, 10% would be 10, not 0.1 and it should not contain the % symbol)Cost Centres
These are your Cost Centres within Attache. Lightyear requires the Cost Centre Code and a description or label to go along with these.
Please Note: Cost Centre Code is an alphanumeric field with a maximum of 20 characters, as per Attache character limitations You can bulk upload your Attache Cost Centres via the 'Upload CSV File' Option located above the Cost Centres table.
If you wish to reduce the number of Cost Centres that Lightyear presents throughout the application in the drop-down lists, then simply de-select the tick boxes under the In Use column and those unticked Cost Centres will not show in the Cost Centre drop-down lists.
You can edit any of the Cost Centres by clicking on the green pencil icon
Please Note: All of the above data can be added quickly and easily using Bulk UploadAnd with that, the setup in Lightyear is done!
Configuring Attache
- Your Attache team can configure your file for a chargeable fee.
- You can configure your Attache file by following the steps in this self-serve guide.
Migrating Software?
Once you select Attache as your software, you won't be able to change it. If you are thinking about changing accountancy software, please reach out to our Support team for guidance on how to do so.
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