Step 6: Get the mobile app
Make your accounts payable even easier with the new Lightyear mobile app, available for Android and iOS devices. Users can snap pictures of their receipts, bills, then upload them to any of their accounts instantly, and approve anything available to them in the Approvals tab. Create Purchase Orders, Expenses and Expense Reports on the go.
Where to Download the Lightyear App
- Requires iOS 11.0 or later
- Compatible with iPhone, iPad and iPod Touch
Using the Mobile App
Once you have the app installed, you'll need to log in using your regular login details. This will allow you to to select any Company that you are currently a user of.
Change which company you're logged into at any time by using the Company Picker at the top of the screen.
When logged into the app, click the Upload Doc button to select a document type, then choose if you want to take a photo or upload from your camera roll.
Please Note: when doing this for the first time, you may need to grant permission for Lightyear to access your Camera or Camera Roll.
Select whether you want to upload the document as a Bill, Credit Note, Expense, Purchase Order or Statement. The list displayed here will depend on what's enabled in your Lightyear account.
By default, all documents will be uploaded and go to Smart Extract if the Upload via Smart Extract option is enabled within Settings. Here, you can also choose which Extraction Type you'd like each document to go to by default. More information on this can be found here.
Take a picture of the document you want to upload, and within seconds it will appear in the relevant Processing Tab You can easily identify which bills were uploaded through the mobile app by the symbol to the left of the email. Once a Receipt is uploaded, you will see a Grey Receipt icon to the right in Panel 1:
Approvals
By clicking into the Approvals tile, you'll be able to see your Bills, Receipts and Credit Notes, just like when logged into Lightyear. If your company uses Departments, you'll only be able to see bills in your Department(s).
You'll see summary data for each bill, including
- Bill Date
- Supplier Name
- Bill Amount
- Approval Task Status
Tapping into any document will load its image, and you can swipe left and right for various actions.
- Swipe right to Approve a bill
- Swipe left to Delete, Attach files, check the Notes and Dispute a bill
When adding a note, you can also use the "@" symbol to mention users on Lightyear to directly notify them to your note.
Tasks
If you are sent a task by another user in Lightyear, you can action these through the Lightyear app, just as you would normally. When you open the app, you'll see a blue counter on the Tasks tile if there are any tasks needing your attention.
Tap into a Task to see a preview of the document itself, then hold and swipe right to Approve the document, or to the left to Decline, mark as Not for Me or leave a note.
Now you're ready to spread the word to really see Lightyear in full swing.
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