I don't like the map being used - can I change it?
Yes you can!
What you need to do here, is send the bill (or Statement!) in question back to the Processing tab. From there, you need to make sure the system can't automatically apply this unwanted map next time, then apply the map you do want.
Firstly, add a note to the bill, noting what you don't like or want to have changed. This is done through the Activity section. From here you can also get the Map ID, so make a note of that. Then click More > Return to Processing to send it back to the Processing tab.
To stop Lightyear from automatically using that map next time, you need to remove the map from that Supplier. Navigate to the Suppliers section, select supplier, then click Edit (pen).
Click the 'Mapping' Section along the top to see the list of all approved email addresses for this supplier. Just click the trash icon next to the email address/map reference you want Lightyear to forget, thus never applying it again.
Click Save once done. Lightyear has now 'forgotten' the Mapping Rule.
Finally, return to the Processing Tab to Find Map or request a Map for Me that extracts the dataset you require.
Check out release notes for Q3 2021
What type of map should I ask for? And what data is extracted for each map type?
Sometimes suppliers will send in multiple invoices within the one PDF. Make sure you split these before sending in a map request. Check out this article for more information Our Free 'Map for Me' Service Finding a map, trying a map and using a map is ...
What does it mean to "Query Map" and when would I use it?
One of the best features of Lightyear is our adaptability. Communication with customers allows us to cater more specifically to their needs, including in the creation of our maps. We hope that as we grow, customers will find already existing working ...
When does Lightyear auto-suggest maps to me?
Okay, so let's say there is a Coca Cola bill coming into your account from firstname.lastname@example.org, and this is the first time your account has received this type of Coca Cola bill from this email address. The bill will drop into the Processing tab for ...
The currency assigned to a map
When Lightyear creates a map, the currency defaults to the national currency of the supplier. So if it is an Australian supplier, the map will be created in AUD. But what if that supplier does not bill you in AUD? When you Find Map > Try Map > Use ...
What is a map? And how do I find and use a map?
Okay, so first things first. What's a map? A map is what Lightyear calls the key to unlock the data from a PDF bill. The map tells the Lightyear servers where to look for your data on the bill from a supplier. For example, the position of the ...