January 2025

January 2025

Happy New Year from the Lightyear Team! ðŸŽ†ðŸ¥‚🥳

January 31st

Smart Extract+ - Credit Notes

Since the launch of our Smart Extract feature, we've been listening to your feedback to make it better. The first of these enhancements is a way to identify and flag when a Credit Note has been uploaded as the incorrect type, e.g. if a Credit Note has been selected as a Bill on upload. When this happens, Smart Extract+ will scan for specific words/phrases and, if one is found, you will be altered that we think the document is a different type.

There are examples where a document may say Tax Invoice/Credit Note to identify both a bill or credit note, so in these cases you need to be extra vigilant in what's being flagged and the actions you're taking.

The following list is the current flags that are used to identity a Credit Note:
  1. Credit Note
  2. Credit No
  3. Credit #
  4. Credit Amount
  5. Credit Bill
  6. Credit Memo
  7. Tax Invoice Adjustment
  8. Adjustment Note
  9. Credit Adjustment
Info
Please Note: Full details of this feature can be found here.

Accountancy Software: Other - Additional Export Mapping Fields

We have added some additional fields to the Export Mappings widget for Other as your Accountancy Software, these are:
  2. Batch ID - Lightyears UID for Batch
  3. Document ID - Lightyear's UID for Invoice
  4. Export Date - Date of Export
  5. Subtotal - the subtotal of the document

January 29th

Categories

While we enhance our Categories across Lightyear to include the ability to have more than two activated at any given time, we needed to make some adjustments to current functionality .

Within this release, users will no longer be able to Sort on Category 1 or 2 within the Approvals Workflow/Purchase Orders/Expenses. The Filter still works and can be used to fulfil most of the same use cases as the Sort.

Bug Fix: Manager Approval and Default/Keyword Approver

We have limited Supplier Default and Keyword Rule Approvers to only allow users with managers assigned to be allocated within the dropdown menu when Manager Approval is enabled.

Now, if you select the dropdown menu, you will see the users that do not have a Manager and you will be unable to select them from the list.

January 24th

Bug Fixes

The following issues have now been resolved
  1. An issue where clicking on a Statement was not defaulting to the Statement Detail tab 
  2. An issue where clicking down a list of Bills/Expenses was not staying on the same tab and was defaulting back to the View/Edit tab
  3. An issue where customers on Other who were using POs were seeing the incorrect labels for Categories within Panel 2 of the PO flow
  4. An issue where the Lightyear Departments field was appearing in Archive when the account didn't have this feature enabled
  5. An issue where when using Transfer Document, the user was deselected from Panel 1 and losing their place in the list
  6. An issue where the Supplier ABN/VAT Number field didn't have any validation for Non-Australian Suppliers, which was causing issues down the line in the flow for some customers

January 13th 

Accountancy Software: Attache - Positive/Negatives Incorrect on Export File

When a Bill had a negative line, e.g. from a discount or rounding line, or a Credit Note had a positive line, e.g., from a rounding line, these were appearing in the KFI file as the reverse of what they should have been, i.e., all bill lines positive, and all credit lines negative, which was throwing off the total.

Now, the KFI file should mirror what is in Lightyear and import into Attache accordingly.



      

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