Setting Supplier Card Country Codes
In Supplier Cards, Lightyear can import the Country Codes from your Accountancy Software. This can then be used to create Lightyear Suppliers by using the Update Lightyear Supplier feature. There are instances where some Accountancy Software don't ...
Uploading Products - Products Catalog and Price Checker
This is a step-by-step guide to uploading Products in Lightyear. There's a multitude of benefits in doing so. You can use this as part of the initial supplier set up to automate line item coding, create your Product Catalogue in PO's so items can ...
It may sound scary, but it’s not. Watch this video on Processing Bills. The first time a Supplier sends a bill to your Lightyear account, it will appear in the Processing tab. As will scanned documents and statements. The Processing tab can seem ...
Keyword Rule Automation
Keyword Rules Automation allows you to set custom rules up at a supplier level to determine how bills are coded (GL, Categories...) and even route bills to certain approvers based on a keyword. This keyword can be anything, an account number, an ...
Bulk Supplier Upload
Similar to how the Product List, GL Code, Supplier Cards, etc. bulk upload works, users can use a CSV to quickly create all Suppliers within Lightyear. The CSV needs to follow a specified layout, as some columns are required, and others need to ...