My invoices are not appearing in the Processing tab
If you have sent an email to your Lightyear account, but you are unable to locate it in your Processing tab, there are a few different things that you can check:
- Double check that you have sent it to the correct Lightyear email address, and that it does not contain any typos.
- If the invoice format is not readable by Lightyear (eg. txt or word) then Lightyear automatically redirects it to the redirect email that is currently set up. Check your redirect emails’ inbox and spam folders to see if it ended up there.
- Make sure the invoice isn't appearing in your Approval Tab after being successfully mapped by Lightyear.
- If you have an internal firewall, make sure it is not blocking the .cloud email addresses
Don’t have a redirect email set up? You can check out a guide on how to set it up here.
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Once you send a document into Lightyear, either an invoice or credit note, we will remember some bits of information for the future, so the next time you send a document from the same supplier, we will automatically apply the same map for you. There ...
I have sent in some PDFs but I can't see them in my Approval Tab
If this is the first time that a certain email address has sent this type of bill to your Lightyear account, it will first appear in the Processing tab. From the Processing tab you need to apply a map one time only. Once a map is applied, the ...
What type of documents can Lightyear receive and process?
Lightyear can process almost any type of bill/credit note/statement/receipt, but depending on the type and format they may be processed differently. System generated PDFs System generated PDFs are electronic documents sent directly from suppliers by ...
I don't like the extraction - can I change it?
Yes you can, whether it's a Purchase Order, Bill, Credit or a Statement. What you need to do here, is send the document back to the Processing tab. From there, you need to make sure the system can't automatically apply this unwanted map next time, ...
Can I do Expenses?
Can I do my Expenses and Petty Cash in Lightyear? Yep! Just like you would with supplier invoices, Lightyear can provide you with a template (found below) that you can download and customise. Once you download the template, you can edit and ...