Can I move bills into the Archive without exporting?
Yes, you can!
Sometimes you just need to move a bill into the Archive and you don't necessarily want it in your accounting software. You can do so from one of two tabs within Lightyear.
1. Signed Off - Move to ArchiveYou can select bills and Archive them straight from the Signed Off tab. Select the bill/s you need to move and select the new < Archive > button as shown below.
This will come in handy for those new to Lightyear who wish to store historical documents but don't necessarily want these exported to your accounting software.
2. Inventory - Export to Archive
Select the bill/s you want to export to your Inventory and by selecting < Export and Archive >, this will move your bills out of the Approvals workflow and straight into the Archive.
This scenario works well for those using another third party system that sends data into your accounting software. To avoid receiving double the data, you can now streamline your accounts payable/approvals process and send your bills to the Archive instead.
Standard billing charges apply so you can export/archive the same document for the charge of one credit.
This will also be recorded in your Billing View > Transaction History
Check out release notes for Q3 2021
Watch this video on Archived Bills The Archive allows you to search for a variety of document types, in a variety of different places within Lightyear. When you go to the Archive, on the left hand side of your screen you will be asked to choose what ...
Can't find a document in the Archive?
The Archive can be a little confusing at first, because as well as displaying your exported invoices, it will initially by default show you 'All Bills', meaning invoices in the Approval, Review, Signed Off, Disputed Tabs & exported documents. The ...
How to Re-Export Invoices
Once an invoice has been exported and has gone to the Archive tab it cannot be removed or edited. If editing the invoice in the accountancy or inventory software isn't feasible, then you may want to re-export from Lightyear again. Re-Exporting a ...