Connecting Attache to Lightyear

Attache Integration Setup Guide

Setting up Attache in Lightyear 

Lightyear allows you to export your bills in a pre-set KFI format, which is then automatically ingested by Attache once saved in the appropriate monitored folder. 
To setup Lightyear for Attache exports, simply watch the video, or follow the steps provided below.


 From the Navigation Pane, head over to Settings > Accounting Software > select Attache from the dropdown menu.

 
 

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? 

  1. 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. 
  2. 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? 

  1. 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. 
  2. No - keeps these blank for you to code individually.  

Group Line Item Data 

  1. 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. 


Note: Supplier Code is an alphanumeric field with a maximum of 8 characters, as per Attache character limitations

You can bulk upload your supplier Accounts via the 'Upload CSV File' Option located above the supplier table.

Your CSV file should only contains only two columns, the first column should be your supplier name and the second column your supplier code

 

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. 

Note: Account Code is an alphanumeric field with a maximum of 12 characters, as per Attache character limitations
 You can bulk upload your Attache Accounts via the 'Upload CSV File' Option located above the accounts table.
Your CSV file should only contains only two columns, the first column should be your account code and the second column your account description
Once your Attache Accounts are uploaded to your Lightyear account, you will need to choose an appropriate rounding account. This is the account you would like to be automatically coded to any rounding rows added to reconcile variances on bills and credit notes. 

 

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 

 You can bulk upload your Attache Tax Rates via the 'Upload CSV File' Option located above the accounts table.
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.

Your CSV file should only contains only two columns, the first column should be your cost centre code and the second column your cost centre description

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 Upload

In order to export your data from Attache, please utilise the List Wizard feature within Attache. You can find a help article on this feature in the attached PDF.

And with that, the setup is done! You can now start exporting bills to Attache.

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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