Learn about implementing Lightyear
We understand that implementing new tools or changing critical business processes is a big deal. We also know that no business is the same and change management is critical to ensuring a smooth transition.
Luckily, we have helped thousands of businesses, from SMBs to global mid-market corporations, and their accountants/bookkeepers to successfully implement Lightyear with a 5 star satisfaction rating.
We offer a range of options to help you get started with Lightyear, taking that last little bit of stress away meaning you can focus on your suppliers, the team, start saving, and organise your financial life quickly.
What is it?
Let's Get Going (LGG) - our implementation program offers either 10 days or 21 days of priority support and training, with your own product specialist configuring your account daily. This managed service means our team do the lifting, collaborating with your nominated 'champion' on a daily basis. By the end of the program Lightyear guarantees to have the bulk of your AP automated, your team trained, confident and upskilled to self-administer your Lightyear account(s) moving forward.
All you need to worry about is approving your bills (and if necessary, Purchase Orders), and coming to terms with having all that extra time and space where your filing cabinets used to be.
"Not much not to like! You get a month's free to trial Lightyear and set everything up. We could trial the product at no cost (including excellent help from Charlie), and the paid implementation assistance was best in market (& cheap!)."
Daniel D, Finance Manager, Not For Profit.
How do I sign up?
We offer different levels of Let's Get Going, depending on the size and requirements of your business. Reach out to us via firstname.lastname@example.org
and we'll be happy to discuss this with you. Alternatively, book a Discovery Call here
and let's chat face to face!
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Step 3: Send a document into Lightyear
Here, we'll take you through how to get your first bills into Lightyear and then what to do with them. Use the table of contents above to skip ahead to the section you need. Alternatively, you can watch this video: Get your first bill in from ...
How to Set Up Your New Lightyear Account
Once you have created your account, watch this tutorial to navigate your way through Lightyear. This video will take you through setting up your approvals process, connecting to your accounting software, adding users and other additional settings. ...
How to Process Bills in Lightyear - Video Tutorial
Watch this video on Processing Bills in Lightyear This video will take you through how to: Find/Try/Use Maps Map for Me Supplier set up Manual Entry See the Approving Bills video to go to the next step.
Emailing your Suppliers
You can email your suppliers directly from the Approvals tab. You may want to do this in the case of a discrepancy or mistake on an invoice you've received. To do this, head into the Approvals tab, select a bill and click the green Email Supplier ...
START: Registering your first company
Signing up for Lightyear Congratulations and thank you for deciding to check out Lightyear! Getting started with a new software can be daunting, so we've composed this guide to help you find your feet. This article will walk you through giving us the ...