Exporting from Lightyear to Microsoft Dynamics Business Central
From the Signed Off tab in Lightyear, choose which bills to export by selecting or deselecting under the tick box column or individuals, then click the Export to Business Central button.
Please Note: Up to 50 bills can be selected at one time to be exported. If you need to export more than this, bills will need to be selected and exported in multiple batches.At the end of the export process, you will get a confirmation on screen that the export has been successful. The bills will then disappear from the Signed Off tab, and they will get filed automatically in your Lightyear Archive.
Delay Exporting
If there is a delay in exporting (after clicking Export the screen continues to try to process the export & shows a little spinning circle), it's good practice to check in Business Central whether the invoices made it there or not. If they aren't in Business Central you can try the export again, but not until you log out of Lightyear, close your page and re-open another. Please make sure you don't get impatient and try it repeatedly, just try once more.
If it's still happening please contact the Lightyear support team & we will investigate what's causing the problem. On very rare occasions there can be a break in the network at a crucial moment or an error occurring, which causes the invoices to remain in your Signed Off tab, but the invoices actually do make it into Business Central. This can happen because Business Central did not send the trigger to us that it's received them, so we keep them in your Signed off tab. If this ever happens you will need to contact us at support@teamlightyear.cloud
Credit Notes
Due to limitations within the API, we are unable to send across the Credit Note Number on exports. If you export any Credit Notes from Lightyear into Business Central, you will need to manually enter the Number field on their side.
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