Setting your Adept Company Code in Lightyear
Adept Accountancy Software Settings
To connect Lightyear requires a 2 letter Company Code so your bill data can be exported to Adept.
From the Navigation Pane, head over to Settings > Accounting Software > select Adept > Accountancy Settings.
In the next pop up screen, select Edit next to Software Settings
- Enter your Adept company’s 2 letter Company Code on this screen
Do you use cost centers?
- Yes - This will enable you the option to upload Cost Centers if you are using these in Adept
- No - If you do not require Cost Centers, you can simply select No
Automatically apply categories on line item
- Yes - save time by coding it in Lightyear, and we'll remember the next time we extract the line item what you last coded the supplier lines.
- No - keeps these blank and code them individually
Automatically apply GL Codes on a line item level?
- Yes - Save time by coding it in Lightyear, and we’ll remember the next time we extract the line item what you’ve coded the supplier lines to.
- No - keeps these blank for you to code individually.
Group line item data?
Yes - Invoices will be exported with grouped data per the GL Codes used.
No - Invoices will be exported with normal line item data
Then click Confirm to complete your settings.
These are your Suppliers within Adept and are used so Lightyear knows which supplier to associate with purchases. To Add a Supplier Card, you'll be asked for a Supplier Name and a Card ID.
You can also Upload CSV File a list of your Supplier Cards. Ensure you have a list of your active Supplier Cards to keep your data clean. Check your csv file is set in the following format:
- Column 1 - Supplier Name, Column 2 - Card ID
- Column 1 - Supplier Name
- Column 1 - Card ID
These will now be made available when you code your document data in Lightyear. You can edit any of the Supplier Cards by clicking on the Green pencil
GL codes may also be known as your Chart of Accounts. You can Upload CSV File a list of your GL Codes. Ensure you have a list of your active GL Codes to keep your data clean. Check they are set in the following format:
- Column 1 - Code, Column 2 - Description
These will now be made available when you code your document data in Lightyear.
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