I have set up a new User but they cannot see any bills in the Approval Tab

I have set up a new User but they cannot see any bills in the Approval Tab

Firstly, there may not be any bills for them to see in the Approval Tab, but this is most likely due to the User not being assigned to a Department.  
 
If you have activated Internal Departments within Lightyear, you will need to complete the set up. The Department rules take effect immediately. This means ALL users can only view documents from Suppliers that are linked to the Departments that they are assigned to.  There are two scenarios this can occur:
  1. If you have the setting activated and no Departments set up, Admins will see everything but other User permission types will not be able to view/action any documents
  2. If you have set up a new User and they have not been assigned to any Department/s they will not see any bills.
Check that you have set up Departments correctly. To learn more about Departments, please see here.
 
Please note, Users with Admin privilege can view all Departments



      

    Check out release notes for Q4 2021

      October  November 


      • Related Articles

      • Setting your Approval Workflow

        Lightyear allows you to define your Approvals steps. Every business is different, so Lightyear lets you control how your invoices are approved, and who can approve them. Invoices are sent to your @lightyear.cloud email address by your suppliers and ...
      • Choosing the right approvals workflow

        Choosing the right workflow is crucial to help you streamline your processes to maximise efficiencies. You can have Lightyear up and running to streamline the purchase to payables process to follow the outline below Before settling on a workflow, it ...
      • Approval by Value

        Bill Workflow Setting Approval by Value at a Company Level  Users now have the ability to set up conditional approval by amount i.e. if a bill is over a certain amount, User A needs to approve it. If a bill is over another amount, User A and B need ...
      • What is Executive Approval?

        Executive Sign Off is an optional feature for your account. You may wish to use Executive Sign Off if your business requires a senior manager, business owner or director to sign off on ALL bills before they are sent to your accountancy software. If ...
      • Bulk Approval Task Reminders

        If you have a lot of pending tasks waiting on approval, rather than re-sending each task individually, you can bulk resend all pending tasks within your current account. Head over to the Dashboard tab. On the right hand side, you’ll see a list of all ...