Processing, this is where it all begins, and where users teach Lightyear the 'mapping rules' you want the system to follow forevermore. Watch this help video on the Processing Tab The first time a PDF arrives in your Lightyear account, it will be ...
This is a step-by-step guide to setting up Price Lists in Lightyear to enable the Price Checker feature. The Price Checker notifies you when a supplier's on-invoice price differs from the loaded agreed price. Using Price Checker What is it? One of ...
Watch this video on the Approvals tab: The Approvals Tab is where the approvals process starts. Lightyear has a 3 panel layout, and we will always refer to them as panel 1, 2 and 3 as below. Panel 1 shows a list of the bills that are waiting to be ...
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 upload lists for set up
Bulk Upload is a simple and fast way of uploading information to your Lightyear account. You can make use of Bulk Upload in the following areas of Lightyear: Accounting Software (For Adept, MYOB Desktop, Pronto, Sage and Sun Systems) Supplier Cards ...