Redirect vs Auto Forwarding your AP emails to Lightyear
Why Redirect Supplier Emails?
Lightyear is all about automation, getting documents into your account should not be a manual process. The less you have to move documents, contact suppliers and review everything, the better. That is why forwarding PDF documents from suppliers automatically to Lightyear saves you more time, keeps AP conversations out of mailboxes and delivers a truly automated experience.
What is Auto Forwarding
Auto Forwarding is basically bouncing an email sent to you, to a different email address. For example, rather than having a supplier email PDF's to your work email, then you having to send them Lightyear for extraction, auto-forwarding means that this is done for you. You wont even see the email until it is in Lightyear. This means that all you will be doing, is logging in, take action on your workflow and you are done. Simple.
How do I set up Auto Forwarding?
Lightyear works best when your suppliers are sending their bills directly into Lightyear (pre-written email here for you to copy/paste). However, we understand not everyone wants to do this (a user may wish to have a copy of each email on their own device for example), so we advise setting up rules in your email client to auto redirect (or auto forward) bills from suppliers to a nominated address (your Lightyear account). The steps to set this up will differ depending on which email client you use and we have linked how to do this for each of them below.
In summary:
* Forwarding: Will send an email from YOUR email address, regardless of the address the email was sent from originally.
* Redirecting: Will send an email keeping the address of the original sender.
It follows that we strongly suggest using Redirect as you'll benefit from more robust rules applied by Lightyear as every sender email address is unique. Alas, not all email clients support this, please check out the links below on setting the redirect function within the larger email clients;
If you are using an e-mail client that is not listed, please get in touch via the chat in the bottom left of your Lightyear screen.
Check out our
to stay up to date
Related Articles
What Gets Redirected From Lightyear?
Where to add a redirect? If your Lightyear account receives an email that does not contain an invoice, we will forward the email to this address so that you don't lose anything. It's best to set this as an email account that you check regularly, just ...How do I navigate between my accounts - Company Picker
Are you a user of multiple Lightyear accounts? Done working in one and want to be able to switch to another account easily? Use our company picker! Navigating your companies on log-in If you're a user of multiple companies, the company picker quickly ...Supplier's Tax Code is showing as 0% on invoice lines
Have you found that when you applied the map the lines are ticked as taxed but the rate is 0%? This is most likely due to this supplier having incorrect default settings. To check go to the Suppliers, select the supplier then select Edit. If it's ...Can I get notifications/emails of approval tasks to complete & account activity?
You most certainly can. Each User can set these up through their profile in Lightyear. Click here for the My Profile guide under the Communications Preferences which explains what's involved. You can choose to activate the following preferences: ...How do I change my Company name or Lightyear email address?
Has your company name changed and you need to update your details in Lightyear? That's not a problem. You can change your 'Company Name' and/or 'Trading Name' via the Company Profile section. Navigate to the top right of your screen, you'll see your ...