Auto Flagging of Duplicates
Ever paid the same invoice twice? With manual processes, it's hard to keep track of how many times a paper bill has been printed and passed around. With Lightyear, we'll provide that visibility and catch these duplicates before they even make it to your accounting software let alone be paid! "How?" do I hear you ask?
Well, Lightyear has a feature that will automatically flag duplicated bills by showing this icon
next to a duplicate bill in any of the Approval tabs. The duplicate flag appears based on the supplier name, bill number and bill total from the data extracted. Because of the accuracy Lightyear provides, we'll be able to match these and flag these for your attention for every copy sent in multiple times.
How to use Duplicate Icon feature
1. In Review you can see this bill has the red duplicate icon
next to the bill advising you that it recognises the bill as a duplicate. Click on the icon.
2. You should now be in Archive where the duplicate bills are presented.
3. From here, you can delete the duplicate bill, review the data and decide which bill you wish to delete. In this case, as we already have on in the Archive (which means it's been exported to your accounting software), we can trash the copy that sitting in Review.
Check out release notes for Q3 2021
Approving Bills - Video Tutorial
Watch this video on Approving Bills in Lightyear This video will take you through how to: Navigation Approve Bills "More" options We'll also take you through some tips and tricks including things to look out for when approving bills such as Duplicate ...
Review Bills - Video Tutorial
Watch this video on Reviewing bills in Lightyear This video will take you through how to: Review your approved bills Sign off the bills This video follows Approving Bills. See the Signed Off video to go to the next step.
Disputed Bills - Video Tutorial
Watch this video on Disputing bills in Lightyear This video will take you through how to: Navigate and manage your Disputed tab Return bills for Approvals Trash bills from Disputed More Options This video follows Approving Bills for those that may ...
Signed Off bills - Video Tutorial
Watch this video on Signing Off bills in Lightyear This video will take you through how to: Select Signed Off bills Export bills to your accounting software This video follows Reviewing Bills. See the Archive video to go to the next step.
Step 4: Approve and Export your bills
The time has come! Here we'll take you through approving and exporting bills. Your approval workflow is going to depend on how you customize your account settings which is actually our next step. For the purposes of this guide, we'll be looking at an ...