December 2023
21st December
Accountancy Software: Netsuite - Supplier Names
Users connected to Netsuite now have the option to choose how their Supplier Names are displayed in the Accountancy Supplier/Netsuite Supplier fields throughout Lightyear. By default, the Supplier Name will be displayed as Company Name, but can be changed within Accountancy Software Settings to:
- Vendor ID: If you only want the Netsuite Vendor ID to be displayed in Lightyear, select this
- Company Name: If you only want the Netsuite Company Name to be displayed in Lightyear, select this
- Vendor ID - Company Name: If you want to see both the Netsuite Vendor ID and Company Name, select this
Please Note: If you make any change, you will need to also import your Netsuite Suppliers to see the correct name.19th December
Bug Fixes:
- Users will no longer be able to search for invalid date ranges within the Archive e.g. a search range of 01/12/2023 to 01/10/2023 will display an error for Invalid Date Range
- AccountsIQ customers using the Batch Export will see the correct Tax calculations being made within AccountsIQ
- Within My Tasks, any adjustments to the document value will now be updated within Panel 1 of the My Tasks tab without needing to refresh
7th December
Tax Codes and Chart of Account Codes - In Use Flags
We have made an update to how our In Use flags work for both Tax Codes and Account Codes across all accountancy software!
Previously, if you unticked an Account Code to say it was Not In Use, after importing from your accountancy software, these codes would revert back In Use if they are active in your accountancy software. Now, the In Use status of an account code will remain after being imported from your accountancy software e.g. if you have 5 In Use codes and 5 Not In Use codes, the 5 In Use will stay as In Use, and the 5 Not In Use will stay as Not In Use.
For Tax Codes, users haven't been able to mark these as Not In Use/In Use historically, as the In Use status came from the accountancy software the Lightyear account is connected to. Moving forward, all accountancy software will see the usual tick box on the line of their Tax Codes and can flag these as Not In Use/In Use as needed. As mentioned for Account Codes, the status will remain after an import from your accountancy software.
Archive: Dates
Within the Archive we have a variety of Date fields available to search with i.e. under Bills we have Bill, Received and Due Dates, and POs we have PO and Delivery Date. To help improve performance and speed of results returned, users will need to have a starting date entered for any of these fields.
If you do not enter a starting date, you will see the following error message and you will not be able to complete your search.
Bug Fix: Accountancy Software: Sage Intacct - Grouped Data
Accounts connected to Sage Intacct will now be able to use the Grouped Data feature as normal. Any documents exported to Sage Intacct will now send the correct line item information from the Grouped Data tab.
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