Exporting from Lightyear to Sage Intacct
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 Sage Intacct button. Any invoices that you have selected will begin to be exported to Sage Intacct.
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 Sage Intacct.
When exporting, if you have a Purchase Order Number on a document in Lightyear, this will be sent into the Reference field within Intacct.
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 Sage Inacct whether the invoices made it there or not. If they aren't in Sage Inacct 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 Sage Inacct. This can happen because Sage Inacct 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 Sage Intacct
Once in Sage Intacct, go to Applications > Accounts Payable > Bills for Invoices or Adjustments for Credit Notes. All documents exported from Lightyear will appear here.
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