Exporting from Lightyear to Attache
Exporting from Lightyear to Attache
Please ensure you have configured your Lightyear account/s and Attache file/s as per this knowledge base article before attempting to export from Lightyear and import to Attache
Once your setup of Lightyear is completed, and you have configured all of your Attache accountancy settings, you can start exporting your bills and credit notes from Lightyear to Attache.
To export bills and credit notes from Lightyear and import into Attache, simply watch the video, or follow the steps provided below
Exporting from Lightyear
Once a bill has been approved (the number of approvals required depends on how your Approvals Process is set up), it will sit in your Signed Off tray ready to be exported. Lightyear will allow you to export up to 50 bills at a time (This example only has two). When you're ready, just head to the Signed Off Tab, check the box beside all bills that you want to export then click the green Export To Attache button.
To export in batches of 50, you can click the checkbox to the left of the title "Departments" in the header row which will highlight 50 bills for bulk export.Lightyear will then export all bill data as a KFI file that's formatted and ready to be uploaded to Attache, and a separate formatted KFI file for credit notes all within one zipped folder to your computer. At this point, you will be charged 1 credit per each bill or credit note exported.
Please note that larger batches may take longer to export, please don't refresh the page while an export is in progress.
Importing to Attache
For more information on the process of importing KFI files into Attache, please follow this link to Attache's knowledge base article
Once the zipped folder has been downloaded to your computer, you will need to unzip the folder, then move the KFI file/s into your attended Lightyear inbox folder to trigger the auto-import from Attache.
Immediately upon moving the KFI file/s into the monitored inbox folder, Attache will attempt to write the documents within those file/s into your Attache account. If the import is successful, the file/s will automatically move into the Success folder. If the import fails, the file/s will automatically move into the Failure folder. Be sure to check which folder the files move into to ensure your documents successfully import to Attache.
Important: if the KFI file/s moves into the Failure folder, ensure to open the .err version of the file/s to check the error message on why the file has failed to import
What does your data look like in Attache?
Once your bill/s and/or credit note/s are imported into Attache, they will create sundry line supplier invoices, or sundry line supplier credit adjustments, similar to the below
If you face any errors in exporting or importing your documents from Lightyear into Attache, please start a support chat so our friendly team can assist you.
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