How to Set Up Your New Lightyear Account
Once you have created your account, watch this tutorial to navigate your way through Lightyear.
This video will take you through setting up your approvals process, connecting to your accounting software, adding users and other additional settings.
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START: Registering your first company
Signing up for Lightyear Congratulations and thank you for deciding to check out Lightyear! Getting started with a new software can be daunting, so we've composed this guide to help you find your feet. This article will walk you through giving us the ...
Step 2: Set your default tax rates
Set Default Tax Rates Now you've connected your accounting software, here's a quick but significant step - make sure you don't skip this one! Your preferred settings here will save you a lot of time later from coding each line item individually on ...
Register a New Company - Video Tutorial
Watch this video on how to Register a New Company This tutorial will take you through: The differences between a Parent / Child / Standalone billing relationships How to create a Parent / Child / Standalone Lightyear account Now you can send in ...
Step 3: Send a document into Lightyear
Here, we'll take you through how to get your first bills into Lightyear and then what to do with them. Use the table of contents above to skip ahead to the section you need. Alternatively, you can watch this video: Get your first bill in from ...
Step 7: Invite your team
Change Management To ensure a successful Lightyear rollout, it's important you bring your staff on the journey. We recommend you follow the below steps to ensure a smooth transition: Build an Implementation plan - Pick a 'Go-Live' date (we ...