October 2022

October 2022

27th October

Date Validation

Within the Date fields in Lightyear, users will no longer be able to save a non-date.

For example, in a Delivery Date, Invoice Date, Due Date, etc. field, the Date can only be saved when a valid date has been entered.

26th October

Accounting Software: MYOB Enhancements🎉

We have released some additional enhancements to our MYOB integration!!

Users will now be able to make use of the following features:
  1. Create MYOB Suppliers from with Lightyear
  2. Import additional details from MYOB to Lightyear, including Default GL Code, Default Tax Code, Bank Account Details, and use this to create Suppliers within Lightyear
  3. Send bill/credit note attachments to MYOB on export
  4. Automatic rounding in MYOB
  5. and make use of our Auto Publish feature. More information on this can be found here!
Don't forget to reconnect to MYOB when you log into Lightyear. Set your default tax/tax free codes in Accountancy > Tax Codes, and a Rounding GL within Accountancy > GL Codes

21st October

Ability to Search when Copying Rules

Within the Copy Rules modal, users can now search their list of Suppliers to make copying quicker and easier.

This function is available when copying Keyword Rules, Description Rules and Approval by Value Conditions.

Select the rules to copy as normal, and within the modal you'll see a new Search field. Start typing and hit Search to get the desired result.

18th October

Mobile App: On Hold, Un-Assign and Re-Assign Approval Tasks

Users on the Mobile App can now place an Approval Task On Hold and Re-Assign to another user.

To do this, swipe the task as if you were to Reject it, and click More > and choose to action as needed.

When Re-Assigning a task, a modal will appear asking to select a user to re-assign to.

Mobile App: View Multiple Attachments

Previously in the Mobile App, users were only able to view the first attachment added to the document via paperclip. 

Now, users can view and open multiple attachments. To do this, click the paperclip icon next to the document and select the relevant attachment to open.

Mobile App: View Notes

Within the Mobile App, users can now View historic notes added to documents, as well as add their own. 

In the Approvals area, swipe the task as if you were to Reject it and click Notes. This will take you to a page with a list view of all notes, with the most recent appearing first.
To add a new note, click Add Note in the top right, type in your Note and click Submit.

Mobile App: Login Enhancements

We have made some visual changes to our Login page on the Mobile App.

Within these enhancements, we have added the ability to Show/Hide your password as you're typing it. If you enter your password incorrectly, and need to backspace to make changes, rather than the whole password being deleted in one click, we will store the entire password for characters to be backspaced individually.

11th October

Purchase Orders: Send to Approved and Send for Approval

We have changed the labels within the Create PO screen.

Previously, the button in the bottom right showed Send for Approval, which sent the PO into the Approval tab, and Approve, which sent the PO into the Approved tab.

Now, this button will show Send to Approved by default, which sends the PO into the Approval tab. Send for Approval is located in the dropdown menu, which still sends the PO to Approval.

Purchase Orders: Copy to PO within My Tasks

Users with Create PO permissions can now Copy to PO within the My Tasks page.

To do this, click More > Create PO, which will take you to the Create PO screen with prefilled details based on the bill.

7th October

Bug Fixes

Fixes have been released for the following issues:
  1. Default Tax/Tax Free not saving correctly in Accountancy > Tax Rates
  2. Purchase Order Conditional Task icon appearing twice
  3. Bank Audit History not appearing correctly in Suppliers
  4. Fixed Assets (Fuelsoft) not appearing correctly in My Tasks
  5. Archive - Document Level report not populating the Signed Off By column correctly if the document had been Signed Off in bulk
  6. Archive - Line Level report not Sorting correctly within the Search Results
  7. Archive - Purchase Order report not giving correct data within Search Results when searching by Reference



      

    Check out our
    Product Blog Series
    to stay up to date

      • Related Articles

      • October 2021

        28th October 2021 Bug Fix: Default Approver Name Not Appearing When editing a Supplier with a Default Approver, there were instances where the Default Approver name was not appearing. This issue was purely visual, and did not affect the Approval ...

      • October 2023

        26th October Accountancy Software: Sage Intacct - Partly Exempt If you use the Partly Exempt feature within Sage Intacct, you can now enable this within Lightyear! Head on over to your Accountancy Software Settings and enable the Do you use Partial ...

      • October 2020

        October 2020 We have been extremely busy this month with updates and improvements. We are very proud to offer you Lightyears new PO feature. This feature is an excellent addition to the Lightyear system. You asked and we listened. Feel free to read ...

      • February 2022

        28th February Enhancement: Approval by Value Users can now add up to 8 Conditional Approval conditions in both the Bill Approvals Workflow and PO Workflow. This functions in the same way as 2 Conditional Approval conditions, but allows more users to ...

      • April 2022

        29th April Accounting Software: Sage Intacct: Dimensions ? We have released the ability to sync Sage Intacct Dimensions into Lightyear. Users can select up to 2 Dimensions to be coded on Bills/Credit Notes and exported into Sage Intacct. For more ...