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!
If you need any help or guidance please contact us using the Chat function to the bottom left of your screen.
Check out release notes for Q4 2021
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 ...
Approval by Value
Bill Workflow Setting Approval by Value at a Company Level Users now have the ability to 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 ...
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 ...
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 ...
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 ...