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 these adjustments, simply head over to Accountancy Software Settings and select from the Export Tax Preference dropdown.
Bulk Supplier Upload CSV - Inventory Supplier
Accounts with Inventory enabled can now make updates to their Suppliers faster with a new addition to the Bulk Supplier Upload template.
Simply upload your CSV with a clearly named header for the Inventory Supplier column and map this to the relevant field in the template modal.
When uploading your CSV, ensure the Inventory Supplier name matches that of the Inventory Supplier within Lightyear.
22nd November
🚀 Accountancy Software : Microsoft Business Central 🚀
We're happy to announce the launch of our new accountancy software, an API connection into Microsoft Business Central allowing for a seamless import/export routine for your Bills, Credit Notes and Expense Reports.
Full details on the integration and how to set it up can be found here.
21st November
Expenses - Archive CSV Export
When exporting an Expense Report CSV from the Archive, the Approval users will be included. These will be the Default Approver and up to 8 Approval by Value users.
To find these columns, download the CSV Report and scroll to the last columns, the Approver names will be after the Image URL column.
Bug Fixes
- Fixes an issue in Suppliers where editing the Bank Details doesn't save the correct Verification Type.
- Fixes an issue in Users where a previously deleted/reinstated user was coming back with the wrong details.
- Fixes an issue in Paperclip where you had to add the attachment twice.
- Fixes an issue in Other where adding a rounding row and you didn't have a rounding GL or default tax set would take you to the wrong URL.
- Fixes an issue in Expenses where Standard Users with Bill Review & Export were able to export if they only had Expense Submit Permission.
- Fixes an issue in Expenses where Expense Submit users were able to see all Expenses within an account when they didn't have the View All Permission.
19th November
Accountancy Software: MYOB Acumatica - Locations
Accounts can now make use of the Locations feature from MYOB Acumatica within Lightyear.
Head over to your Accountancy Software Settings and click Accountancy Software Settings. Here, you'll see a new option for Do you use Locations? If you set this to Yes, you'll have the ability to select your Default Location.
You can enable this with the Branches and Subaccounts features, which will continue to allow you to set these against each line on a document, whereas Locations are set against the Company and cannot be changed on an invoice to invoice basis.
If you are seeing issues after this release, please disconnect and reconnect your Lightyear account to MYOB Advanced.
12th November
Expenses - Expense Reports in Archive
You can now search the Archive for Expense Report data, where previously this was limited to Expense information only.
With Expense Reports in Archive, you can search by the Submitter of the report, as well as Report Date, Report Name, Amounts, etc.
To find this, select Expense Report in the Doc Type dropdown within Archive.
For more information on the Expense Reports in Archive, click here.
Purchase Orders - Auto Approve
We have split out the Auto Approve setting within Company Settings to allow Lightyear companies to have a separate option for both Bill and Purchase Order Auto Approve.
If you had Auto Approve enabled previously, both Bill and PO will set to Yes, and you will need to go to Company Settings to adjust accordingly.
Bug Fix: Expenses - User Cannot Download Expense Report PDF in Panel 3 in My Tasks
If a user did not have an Expense permission, e.g. Task Approver, and was sent an Approval Task for an Expense Report, if they tried to download the Report PDF via Panel 3 they were presented with an error message forbidding them from doing so.
These types of users can now download the PDF without issue.
Bug Fix: Exports Stuck with No Error Message
Some users have seen issues where their Exports get stuck in Signed Off with no snackbar or activity error message in the status of 'Export in Progress'. When this happens, the exports will now clear from this status and return to an exportable state.
7th November
Manager Approval Not Mandatory for All Users
Since the release of Manager Approval, all users needed to have a Manager assigned to them in order to send an Approval Task to them. We have added an option to each user, when Manager Approval is enabled, that allows them to set Not Required.
When Not Required is set, the user can be sent an Approval Task without needing a Manager assigned to them.
To assign as Not Assigned, head to the User > Edit and scroll down to the Manager section. Here, in the dropdown, you can select Not Assigned.
Bug Fix: Inventory - Credit Notes
If a Credit Note - Service document was in Approvals, users could click the Add to Inventory button, which would give them an error snackbar message.
Now, this button has been greyed out, and users cannot click it.
4th November
Bug Fix: Purchase Orders - Auto Order/Conditional Approvals Not Compatible
When a company had Auto Order and Conditional Approvals with Auto Approve enabled, an error was appearing when trying to approve the final Conditional Approval Task they would get an error preventing the PO from being approved.
This has now been resolved.
1st November
First Time Use Experience
We have updated out First Time Use experience for New Companies/Users. It should now be clearer to users which actions should be taken when first creating a Lightyear account and entering the Processing tab.
When in the First Time Use flow, refreshing the page will return users to the normal view.
Email Signatures and Logos
We have updated the resolution size for email attachements that are accepted into Lightyear.
This is now set to 500x500 which should limit the number of Email Signatures and Logo attachments that are received into Lightyear.
Bug Fix: Blank Company Time Zone
We fixed an issue that caused Company Time Zone to be unset in Company Details.
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