Setting your Approvals process

Setting your Approval Workflow

Lightyear allows you to define your Approvals steps.

Every business is different, so Lightyear lets you control how your invoices are approved, and who can approve them.
Invoices are sent to your email address by your suppliers and appear in your Approval Tray waiting for approval. Once they have received the required number of approvals, they’re ready to be exported to your accounting software and placed into your Archive.

To begin setting up your approval process, head over to Settings > Company Settings > Approval Workflow.

Approval Workflow

The Sign-off Type allows you to customise your account's approvals setup of your documents i.e your bills, credit notes and receipts. You can select from these 3 options:


The fastest and simplest way to manage your documents. This is the ideal structure for smaller businesses as it allows Lightyear and the accounts payable process to be managed entirely by one person. After document approval, invoices move from Approval to Signed Off, ready for export.

Double Approval

This option adds a second layer of approval for documents. Once approved, documents move to Review where they must be signed off again before they can be exported or archived. This is suited better to medium sized businesses, where a dedicated Accounts Payable employee or team may have final say in what gets approved. 

Under a Double Approval Workflow, you can turn on Approval by Value. Click here for a more in depth look at Approval by Value

Executive Approval

Building on top of Double Approval, setting your approval process to Executive means multiple approvals are required before an invoice is signed off. After the initial approval, you can set up a further 1, 2 or 3 required approvals by chosen executive employees. The documents won’t be signed off until the correct number of executive approvals has been met. Click here for a more in depth look at Executive Approval.

Internal Departments

Turning this option on will make another icon available in your icon toolbar to the left called  

Internal Departments are used within Lightyear to delegate what each user sees in relation to their role in your company. This way, If you make a department for "Kitchen" and add the staff that deal with the documents for the kitchen orders, then those users in the Kitchen department will only see the documents that are relative to them. The benefits are twofold:
  1. to ensure users see the bills relevant to them from a security perspective and
  2. for convenience so the users won't have to sift through numerous bills to locate the ones relevant to them thus saving time
To customize your approvals workflow further, see this article that's all about approvals in Lightyear. This includes leveraging features such as Departments (to group suppliers into a department for security and convenience for Approvers) and Bill Tasks (for those one off approval requests) including Auto Approve and Manager Approval.


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