Can Lightyear see my details and documents?
In short, no we can't. Not unless you invite us to do so. If you would like to invite us to see your data, even for a short period of time, its easy.
Head over to Company Settings > Allow Lightyear Support > Yes, as shown below.
Only Admins can enable or disable this feature
When this box is checked, the Lightyear support team will be able to log into your account with a User profile called "Lightyear Support", and they will have full Administrator access for as long as this is enabled. Please remember to set this to No as soon as the need for Lightyear Support access is over.
Check out release notes for Q2 2021
How to change my payment details
In order to change your payment details, or update your details with a new card, follow the steps below. Please note, if you are in a Parent account, billing is found to the top left of your screen: From the Lightyear screen, select the " ...
How do I change my Company name or Lightyear email address?
Has your company name changed and you need to update your details in Lightyear? That's not a problem. You can change your 'Company Name' and/or 'Trading Name' via the Company Profile section. Navigate to the top right of your screen, you'll see your ...
How to expand the view of document details
Lightyear extracts so much useful and important detail from invoices that it can be information overload to display it all at once. So, we've had to hide some details by default to give you the best use of screen view but you can make these viewable ...
Redirect vs Auto Forwarding supplier emails into Lightyear
Why Redirect Supplier Emails? Lightyear is all about a seamless and straightforward experience. The less you have to move documents, contact suppliers and review everything, the better. That is why, auto forwarding PDF documents from suppliers ...
Accepting an invitation from Lightyear
So you've been invited to join Lightyear... Congratulations! You will have received an invitation letting you know who has invited you and to which account you have been invited to. The first step is to set up your log in details so you can access ...