What does it mean to "Query Map" and when would I use it?
One of the best features of Lightyear is our adaptability. Communication with customers allows us to cater more specifically to their needs, including in the creation of our maps. We hope that as we grow, customers will find already existing working maps more often than not but sometimes a customer may discover that they would like more or less information than provided. Rather than requesting a new map, customers can ‘query’ an already existing map, that we may be able to edit.
In the processing tab, when a suggested map is presented you will see the option ‘Click to Query Map’.
Clicking this will allow the user to fill in the Query Map dialogue box. Please provide us with as much information as possible in order for our staff to fulfil your request to the best of our abilities.
Upon submission, the Query symbol will appear beside the document in your processing tab, letting you know that it is awaiting assessment from one of our staff.
Once the query has been addressed, the symbol will turn green. Please click the ‘Notes’ symbol to find the answer to your query.
If our staff have requested more information, you can use this same process again to maintain this dialogue.
Check out release notes for Q4 2021
What is a map? And how do I find and use a map?
Okay, so first things first. What's a map? A map is what Lightyear calls the key to unlock the data from a PDF bill. The map tells the Lightyear servers where to look for your data on the bill from a supplier. For example, the position of the ...
What type of map should I ask for? And what data is extracted for each map type?
Sometimes suppliers will send in multiple invoices within the one PDF. Make sure you split these before sending in a map request. Check out this article for more information Our Free 'Map for Me' Service Finding a map, trying a map and using a map is ...
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 don't like the map being used - can I change it?
Yes you can! What you need to do here, is send the bill (or Statement!) in question back to the Processing tab. From there, you need to make sure the system can't automatically apply this unwanted map next time, then apply the map you do want. ...
How do I cancel a map request?
If you ever want to retract a Map for Me request, simply go to the right side of that invoice's line and click on the Map Request icon, it will then ask you to confirm that you want to retract the map for me request.