November 2019
November Feature Releases
- Set accounting rules based on a unique keyword.
- We have expanded our Rules Automation engine to now allow users to set GL code and or Tracking categories based on a unique Keyword for the same supplier. This has been a much requested feature and will now allow Companies to auto-assign rules based on any keyword. A real world example of where this is useful would be where you are receiving documents into One Lightyear account for multiple sites or locations. You can now auto-assign documents relating to Site A to automatically code to a GL or tracking category, Site B to another and so on...
- More information is available here
Bulk Approve / Delete Bills from Approvals & Processing
- You can now Approve and Trash Bills en mass from the Approvals tab. Simply use the Bulk selector tick boxes and select 'Bulk Approve' or 'Bulk Delete'
- The Group Delete function is also available from the Processing Tab.
Improvements
- Integration launched with Fedelta POS software. More information here
- Users of API software partners (Xero, QuickBooks Online, MYOB, Netsuite) can now export a list of their GL codes from Accountancy software settings.
- In App product update notifications now pop up on screen and require user to dismiss.
- When creating a new supplier from Map4Me process, Lightyear will now automatically populate the Supplier name and ABN from the Extracted data. Users can still edit the supplier name if they wish to have a more personalised supplier name.
- Users can now select their existing companies to transfer Bills from within 'Bill transfer.
Check out our
to stay up to date
Related Articles
November 2024
27th November Accountancy Software: Sage 300 - Tax Type on Export Sage 300 users can now select whether they want to export values to their CSV as Tax Exclusive or Tax Inclusive. Now, you will no longer need to manually edit the CSV file to make ...November 2021
24th November Edit Suppliers from Bill Approval Workflow To make it easier to change supplier information, users can now edit Supplier information from within the Approvals Workflow. Simply click the green pencil icon beside the Supplier Name within ...November 2023
24th November Additional Terms on Suppliers In your Suppliers, users will now see two new Terms to select. Once set, this will update the Due Date on any Bills put through Lightyear. If you need to set the Due Date to the last day of the month you ...November 2022
30th November Accountancy Software: WCBS/PASS - Add URL to Export CSV Accounts connected to WCBS will see a new Accountancy Software Setting to add the Lightyear Doc URL to their export CSV, allowing them to import this into PASS. If you would like ...November 2018
November 29th Feature Releases Bulk Upload: For any users using an accounting software for which Lightyear creates an export, you can now easily upload your GL Codes, Supplier Cards, Tax Rates and Tracking Categories in bulk using a simple CSV file. ...