Inerva

Inerva

Inerva - Enterprise Software for the Aged Care Industry



Lightyear allows you to export your bills in a pre-set CSV format, which can then be uploaded directly to Inerva.  The 'Import Purchases' feature needs to be activated by the team at Inerva before Lightyear's files can be ingested. The Inerva support team should be contacted to activate this.



Setup in Lightyear


To get started, head to the Accounting Software section of Lightyear and select Inerva from the dropdown.



Once done, you'll need to start importing your settings from Inerva. Let's look at these individually

Software Settings



Do you use cost centers? 

You can use Cost Centers within Inerva to help track your purchases. As a setting in Lightyear, Cost Centres are compulsory in order to export successfully from Lightyear.  You can then apply Cost Centers on a line by line level in Lightyear and set rules to automatically assign Cost Centers as bills arrive from suppliers. 
  1. Select Yes - This will enable you the option to upload Cost Centers 
The value uploaded for the Cost Centre Code must be an EXACT MATCH of the name of the Cost Centre within Inerva. 

Automatically apply categories on line item 

  1. Yes - save time by coding it in Lightyear, and we'll remember the next time we extract the line item what you last coded the supplier lines.
  2. No - keeps these blank and code them individually 

Automatically apply Chart of Accounts on a line item level?

  1. Yes - Save time by coding it in Lightyear, and we’ll remember the next time we extract the line item what you’ve coded the supplier lines to.
  2. No - keeps these blank for you to code individually.

Group line item data?

  1. Yes - Invoices will be exported with grouped data per the Account Codes used. 
  2. No - Invoices will be exported with normal line item data
For the full article on this, click here.


Inerva Suppliers

These are your Suppliers within Inerva and are used so Lightyear knows which supplier to associate with purchases. To Add a Supplier, you'll be asked for a Supplier Name and a Card ID.
Note: Each Supplier must have a Card ID, or the import of any file containing this Supplier will fail.

You can also  Upload CSV File  a list of your Suppliers.  Ensure you have a list of your active Suppliers to keep your data clean. Check your csv file is set in the following format:
  1. Column 1 - Supplier Name, Column 2 - Card ID
  2. Column 1 - Supplier Name
  3. Column 1 - Card ID
These will now be made available when you code your document data in Lightyear.  You can edit any of the Suppliers by clicking on the Green pencil



Chart of Accounts

These can be added using the 'Add' button, or by uploading a CSV file in bulk  (help here) . For each, you will need both a Code and a Description.

You can  Upload CSV File a list of your Accounts. Ensure you have a list of your active Accounts to keep your data clean. Check they are set in the following format:
  1. Column 1 - Code, Column 2 - Description
These will now be made available when you code your document data in Lightyear.





Tax Rates



While you can add as many tax rates to Lightyear as you wish, please note that you will only have one default taxed and one default tax free rate. Enter your Tax Code from Inerva, a description and the rate. Super Simple. The In Use box will be checked by default, so it's ready to use as soon as it's created.

Please note that all the above can be added quickly and easily using Bulk Upload.

And with that, the setup is done! You can now start exporting bills to Inerva.



      

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