Signed Off Tab
Watch this video for a quick run through of the Signed Off tab:
The Signed Off tab is where bills stay until you choose to export them to your accounting software.
You can export bills in batches or individually, just select the invoices you'd like to export by ticking the checkboxes.
For more information about exporting from Lightyear to your accountancy software, choose the relevant help section from here.
Why can't I edit the bill's data?
You will notice that the information in Panel 2 is locked and no longer editable, apart from the ability to add a note, which you can still do.
If you need to edit any information on the bills in the Signed-Off Tab you will first need to move the bill back to either the Review Tab or the Approvals Tab. Any bills in your Signed-Off Tab should be ready for export.
Why can I only export 50 bills at a time?
Let's say you have 75 bills waiting to be exported. Lightyear only allows you to export 50 bills at a time in order to keep the exporting fast and manageable. So 75 bills would create 2 exports, one of 50 and one of 25.
What happens when you click export?
When you decide to export from the Signed Off Tab, every bill you have selected in the tab will be exported, 50 bills at a time.
For each accountancy software, the actual data that gets exported is slightly different. This is determined both by your accountancy software company and what we consider to be best practice. For further information you should check the relevant help section on your accountancy software here.
Lightyear sends to your accounting software the row information, excluding taxes, plus a label telling your accounting software which tax rate to apply to the amount. This is why it is important for you to ensure that the Tax Rate set is correct.
It is EXTREMELY important that Subtotal, Tax and Total figures match are the figures you want to appear in your accounting software before you export otherwise the values in your accounting software will not match the bill.
Check out our
to stay up to date
Related Articles
Review Tab
Watch this video on the Review Tab Your Lightyear approvals workflow will have a set of tabs running across the top of the screen as follows: Approvals - where bills await approval Review - where approved bills get signed off by another user(s) ...Disputed Tab
Watch this video for more on Disputed bills What is the Disputed tray used for? On occasion, you may need to dispute an invoice before it can ultimately be approved. An example of this could be an incomplete order from your supplier, so the invoice ...Inventory Tab
Inventory Tab Lightyear allows you to send data to external Inventory, Point of Sale or ERP systems (or if you wanted, a simple spreadsheet). It does this by adding an inventory tab and providing you with the “Add to Inventory” button in Panel 2. The ...Signed Off bills - Video Tutorial
Watch this video on Signing Off bills in Lightyear This video will take you through how to: Select Signed Off bills Export bills to your accounting software This video follows Reviewing Bills. See the Archive video to go to the next step.Processing Tab
It may sound scary, but it’s not. Watch this video on Processing Bills. The first time a Supplier sends a bill to your Lightyear account, it will appear in the Processing tab. As will scanned documents and statements. The Processing tab can seem ...