How to Set Up Your New Lightyear Account

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.




Click here to return to the setup steps.




      

    Check out our
    to stay up to date

      • Related Articles

      • 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 ...
      • Tell your Approvers what to do

        To help bring your Approvers up to speed on the changes re Lightyear, we've provided a template letter to send out to your Approvers via email. Copy and paste the written content below and customize to your liking or download the .doc file attach for ...
      • 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 ...