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 ...
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 ...
Lightyear Account Deletion Requests
Only Admins of a Lightyear account or Admins of a Lightyear account’s Parent account may request the deletion of doc-data. Because this request is in effect asking us to delete company records, we will only consider the request if it also is ...
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 ...