I have sent in some PDFs but I can't see them in my Approval Tab
If this is the first time that a certain email address has sent this type of bill to your Lightyear account, it will first appear in the Processing tab.
From the Processing tab you need to apply a map one time only. Once a map is applied, the subsequent bills will automatically appear in the Approval tab with all relevant data stripped out and coding applied.
For more information on mapping process refer to the Choosing and Applying Maps section here
If this is not the first time an email has been sent into Lightyear by this email address, check out the Statements Archive in case it has been accidentally mapped as a statement.
Check out release notes for Q3 2021
What type of documents can Lightyear receive and process?
Lightyear can process almost any type of bill/credit note/statement/receipt, but depending on the type and format they may be processed differently. System generated PDFs System generated PDFs are electronic documents sent directly from suppliers by ...
My invoices are not appearing in the Processing tab
If you have sent an email to your Lightyear account, but you are unable to locate it in your Processing tab, there are a few different things that you can check: Double check that you have sent it to the correct Lightyear email address, and that it ...
Why are bills sent into Lightyear bouncing back as a winmail.dat file?
This can happen if you're using Microsoft Outlook to forward bills into Lightyear. Outlook, by default, can send emails in a Rich Text Format, and this needs to be changed to Plain Text. Thankfully this is very straight forward. When in Microsoft ...
My invoice was mapped to the wrong supplier. What do I do?
Don't panic, it's super easy to fix. First we'll add the correct supplier to the invoice then go over how to prevent it from happening. Fixing the Invoice This can be done while the invoice is in the Approval Tab. Select the invoice in question, ...
What the heck is a system generated PDF?
In layman's terms, there are basically 2 types of PDF: System-generated PDFs and Scan-based PDFs Lightyear loves system-generated PDFs! System-generated PDFs have been generated by a computer system or software suite, not a scanner. Nearly ...