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Azure Active Directory SSO set up
Set-Up Steps Open your Azure AD and select Enterprise applications Click New application Click Create your own application Add a name for your app and ensure Integrate any other application you don't find in the gallery (Non-gallery) is selected and ...
Step 2: Set your default tax rates
Set Default Tax Rates Now you've connected your accounting software, here's a quick but significant step - make sure you don't skip this one! Your preferred settings here will save you a lot of time later from coding each line item individually on ...
Step 7: Invite your team
Change Management To ensure a successful Lightyear rollout, it's important you bring your staff on the journey. We recommend you follow the below steps to ensure a smooth transition: Build an Implementation plan - Pick a 'Go-Live' date (we recommend ...
Step 4: Approve and Export your bills
The time has come! Here we'll take you through approving and exporting bills. Your approval workflow is going to depend on how you customise your account settings which is actually our next step. The guide for Step 5 will let you know which user ...
Bulk Supplier Upload
Similar to how the Product List, GL Code, Supplier Cards, etc. bulk upload works, users can use a CSV to quickly create all Suppliers within Lightyear. The CSV needs to follow a specified layout, as some columns are required, and others need to ...