Importing Credit Notes into Adept
Adept software looks for a 'C' to indicate a credit note. It does not simply recognise a negative amount to be a Cr Note. Therefore the document type needs to be set as a Credit Note-Service or a Credit Note-Line Item. This can be changed in the Approval Tab or the Review Tab as seen below.
Check out release notes for Q4 2021
Can we send credit notes to Xero?
Yes! Lightyear can process credit notes as well as bills when exporting to Xero. If you have the setting to send attachments to Xero, you will find these attached to your transaction in Xero as well. Note: A link to the document in Lightyear's ...
Exporting from Lightyear to Adept
These import instructions have been prepared by Adept Go to Accounts Payable > Item Entry Menu Open program, and select Load AP Invoice from CSV Once screen is open, click on Browse to find file generated by Lightyear that you wish to import into ...
Adept Middleware for Sage 50 advanced import
Why Should I Use Adept? 1) Import line item detail into Sage 50 2) View currency conversion rates of foreign currency invoices 3) Create new suppliers, when new invoice data is imported 4) Multi company auto recognition upon import Adept is an ...
Importing into BePoz
Bepoz Stock Control system can import invoices from different suppliers automatically. However, there are some setup fees involved including the authorisation of the Purchasing Link Module. Lightyear is a system that can generate line item inventory ...
Setting your Adept Company Code in Lightyear
Adept Accountancy Software Settings To connect Lightyear requires a 2 letter Company Code so your bill data can be exported to Adept. From the Navigation Pane, head over to Settings > Accounting Software > select Adept > Accountancy Settings. In the ...