Setting up Caliq in Lightyear
Lightyear allows you to export your bills in a pre-set CSV format, which can then be uploaded directly to Caliq.
To get started, head to the Accounting Software section of Lightyear and select Caliq from the dropdown.
Once done, you'll need to start importing your settings from Caliq. Let's look at these individually
Accountancy Software Settings
- Automatically apply Categories on line item level? By default, Lightyear will automatically apply Categories at a line item level based on various rules. You can choose for this feature to be disabled by selecting No.
- Automatically apply Chart of Account on line item level? By default, Lightyear will automatically apply Account at a line item level based on various rules. You can choose for this feature to be disabled by selecting No.
- Group Line Item Data? Turning this on will allow you to export Grouped Account data, rather than line item data. For the full article on this, click here.
Caliq Suppliers
These are your Suppliers within Caliq, and are used so Lightyear knows which supplier to associate any given bill with. To set up a Supplier, you'll be asked for a Supplier Name and an Card ID.
You can edit any of the Suppliers by clicking on the Green pencil
You can bulk upload your supplier Accounts via the 'Upload CSV File' Option located above the supplier table.
Chart of Accounts
These are your Accounts within Caliq. Lightyear requires the 3 digit Account Code and a description or label to go along with these.
Tax Rates
While you can add as many tax rates to Lightyear as you wish, please note that you will only have one default taxed and one default tax free rate. Enter your Tax Code from Caliq, a description and the rate. Super Simple. The In Use box will be checked by default, so it's ready to use as soon as it's created.
Please note that all the above can be added quickly and easily using Bulk Upload.
And with that, the setup is done! You can now start exporting bills to Caliq.
Migrating Software?
Once you select Caliq as your software, you won't be able to change it. If you are thinking about changing accountancy software, please reach out to our Support team for guidance on how to do so.
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