How do I delete a document?
From the Processing/Approvals/Review tabs use the trash-can icon beside the More button
In the Processing tab, if your document has more than one attachment, you can either delete the entire email, or delete the attachment you're currently viewing the two icons below are different.
Use the trash can on the left to delete the entire email and the one on the right to delete the attachment you're currently viewing
From the Signed Off tab, you need to return the bill to the previous tab before trashing it.
Trash in your Archive
Anything that has been trashed is retrievable for a limited time of 30 days.
You can retrieve a bill from the Trash for up to 30 days by searching for it in the Archive. Just make sure that 'Trash' option is checked under Doc Status.
Trashed Processing
If you have trashed a document from the workflow, they have been extracted and therefore linked to supplier/document details. However, if you Trash an item from the Processing tab, it will not have the defined data linked to it. Therefore, you will need to search for Trashed Processing from the dropdown list.
Reinstate a deleted document
If you've accidentally deleted a bill, don't panic! Now you know how to find them, you can search for your trashed items, select the document you're after and click Reinstate bill to bring it out of the Trash and back into the Processing/Approvals tab. Presto! It's back in your workflow.
Check out our
to stay up to date
Related Articles
Multiple Users Actions - "The document has been edited by another user. Please refresh to view the latest document version"
Lightyear will flag to you when a document has been updated by another user as you're looking at it. This is aimed to help prevent users from overwriting each others data and moving documents to different locations. Scenario 1: User A has selected a ...What Gets Redirected From Lightyear?
Where to add a redirect? If your Lightyear account receives an email that does not contain an invoice, we will forward the email to this address so that you don't lose anything. It's best to set this as an email account that you check regularly, just ...How to print/download a document
Download a document There may be instances you might want to download a document, whether it's to attach it to another item, for referencing the file, or perhaps a catalog has been sent to your Lightyear account and you want to download it to review ...How do I leave notes on a document and tag someone?
Can I leave notes on a bill? Yes, you can! In fact, you can do this on an invoice level so when others log in, they can see exactly which bill you're referring to making it easy for collaboration. Every note is date and timestamped so you'll know who ...BOC - Bill Formats
BOC have three main document formats, which means you may require multiple maps for this Supplier. The below images show these main formats. For most values, they sit in the same location, however for the quantity value, they do not. ...