Lightyear and Xero Data Flow

Lightyear and Xero Data Flow

Check out the below image to see how your Lightyear data flows into and connects with your Xero data



      

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      • Exporting from Lightyear to Xero

        From the Signed Off tab in Lightyear, choose which bills to export by selecting or deselecting under the tick box column or individuals, then click the Export to Xero button. Please Note: Up to 25 bills can be selected at one time to be exported. If ...
      • Xero Integration Setup Guide

        Connecting to Xero Because Xero and Lightyear are both cloud-based, set-up and connectivity between the two systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select Xero from the dropdown menu > ...
      • Troubleshooting Xero Error Messages

        Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Xero. However, there are occasions when the Export fails and Lightyear displays the reason for the error - ...
      • Sending Product Codes to Xero

        Activating Product Codes to be sent Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well! Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send ...
      • How does my data appear in NetSuite?

        Where to find your bills in NetSuite Once you've exported your bills from Lightyear into Netsuite, head over to Transactions > Payables > Enter Bills > List in NetSuite to bring up the list of bill records.  Here, you'll be able to search or click ...