Exporting from Lightyear to Access Dimensions
Prior to export, please ensure you have your Rounding Account Code (Accountancy > Chart of Accounts) and Default Tax/Tax Free Codes (Accountancy > Tax Codes) set.
From the Signed Off tab in Lightyear, select the invoices you want to export and press the Export to Dimensions button. Any invoices that you have selected will begin to be exported to Access Dimensions.
When the export is in progress, you will see an Export in Progress label beside the documents being exported.
Once the export has successfully completed, the documents will move from Signed Off to Archive, and can be found in Access Dimensions.
Delay Exporting
If there is a delay 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 Access Dimensions whether the invoices made it there or not. If they aren't in Access Dimensions 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 Access Financials. This can happen because Access Dimensions 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
Where to find Exported Documents in Access Dimensions
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