Archiving Invoices Without Exporting

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 Archive

You 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This will come in handy for those new to Lightyear who wish to store historical documents but don't necessarily want these exported to your accounting software.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 our
    to stay up to date

      • Related Articles

      • Archive & Reporting

        The Archive & Reporting tab allows you to search for a variety of document types, in a variety of different places within Lightyear, and create Reports. Or click here to view the full video guide on Archive & Reporting When you go to the Archive & ...
      • 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 or Unarchive Invoices

        Re-Exporting a batch of invoices To re-export a batch of invoices go to the Archive tab. In the Doc Type field, select Exported Batches In the File Created field click on the drop down box & select the file date/time you need to re-export, then click ...
      • Advanced Reporting

        Click here to view the full video guide on Archive & Reporting Pre-Existing Reports Lightyear has a variety of pre-existing reports to be run within the Archive & Reporting area. To view these, head to the Archive & Reporting tab along the left hand ...