Sending Purchase Order numbers from Lightyear to NetSuite
If you want to have your NetSuite files receive and present any PO numbers extracted by Lightyear, you will need to configure NetSuite to accept it.
Lightyear sends the PO number in a field called custbody_lightyearponumber. Also, to note, if you previously were using invitbox, and you migrated across to Lightyear, Lightyear will also continue to send the PO number in the custbody_invitboxponumber field as before.
To setup NetSuite, go to Customization > Lists, Records & Fields > Transaction Body Fields, and set it up there.
Your Transaction Body Field will look something like this
Check out release notes for Q2 2021
Sending a URL from Lightyear to NetSuite
If you want to have your NetSuite files receive and present the URL linking back to the image file in Lightyear, you will need to configure NetSuite to accept it. Lightyear sends the URL in a field called _lightyear (Note: Netsuite will auto the ...
Connecting to Netsuite
Make sure you're logged into Netsuite as an admin There's quite a few steps required to get your Netsuite integration up and running, but this is only a one time set up and will not need to be completed again unless you wish to connect another ...
Netsuite Tax Groups
Will Lightyear allow you to import Tax Groups from Netsuite? Yes. Lightyear can indeed work with Tax Groups from Netsuite. This can be done however, you will need to contact Lightyear Support to activate this setting. Please contact support with a ...
How does my data appear in NetSuite?
Where to find your bills in NetSuite Once you've exported your bills from Lightyear into Netsuite, head over to Transactions > Payables > Enter Bills > List in NetSuite to bring up the list of bill records. Here, you'll be able to search or click ...
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 ...