Sending Product Codes to Xero
Activating Product Codes to be sent
Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well!
Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send Product Code > Yes
Exporting Product Codes to Xero
You can export your bills as per normal from Lightyear via Signed Off > Export to Xero.
Ensure that Product Codes are set up in Xero first otherwise the entire bill will be rejected upon export. See error message below for more details.
Bill as seen in Lightyear
Bill as seen in Xero
As seen in Products/Services in Xero when tracking items
Lightyear can also send in product codes for non-tracked items.
Error: Item code 'XXX' is not valid
A Product Code needs to firstly exist within Xero in order to be able to export the Product Codes to Xero otherwise, the whole bill will be rejected upon export.
If this is the case, you will see the details in the Activity log listing those Products that need to be added.
See below for example.
To add new products into Xero, Head over to 1. Business > 2. Products & Services to see your product listing
You can choose to add a new item individually via 3. + New Item OR you can 4. Import products in bulk
Check out release notes for Q3 2021
Exporting from Lightyear to Xero
From the Signed Off tab in Lightyear, choose which invoices to export by selecting or deselecting under the tickbox column or individuals, then click the Export to Xero button. At the end of the export process, you will get a confirmation on ...
Troubleshooting Xero Error Messages
Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Xero. However, there are occasions when the Export fails and Lightyear displays the reason for the error ...
Xero Integration Setup Guide
Connecting to Xero Because Xero and Lightyear are both cloud-based, set-up and connectivity between the systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select Xero > Connect. You will be ...
Exporting from Lightyear to MYOB
Once some bills have been approved, go to the Signed Off tab in Lightyear and select the invoices you wish to export and click the Export to MYOB button. At the end of the export process, you will get a confirmation on screen that the export has been ...
Choosing "Other" as your Inventory Software
While Lightyear supports many different types of inventory software through a predefined export, you may be using one that isn't yet formally supported. Well, good news! If your inventory software supports either a .csv or .txt upload, you can now ...