The currency assigned to a map
When Lightyear creates a map, the currency defaults to the national currency of the supplier. So if it is an Australian supplier, the map will be created in AUD. But what if that supplier does not bill you in AUD?
When you Find Map > Try Map > Use Map from the Processing tab, you will then need to either assign that map to an existing supplier (from the dropdown menu) or create a new supplier. As part of the process of creating a new supplier, you set the default GL codes, categories etc. As part of that process you will also be given the option to set the default currency that this supplier bills you in.
You can of course choose the currency on a bill by bill basis by changing it in Panel 2 of the Approvals Tab or Review Tab.
You can also change the default currency at any time in the Suppliers section.
Check out release notes for Q3 2021
When does Lightyear auto-suggest maps to me?
Okay, so let's say there is a Coca Cola bill coming into your account from firstname.lastname@example.org, and this is the first time your account has received this type of Coca Cola bill from this email address. The bill will drop into the Processing tab for ...
What is a map? And how do I find and use a map?
Okay, so first things first. What's a map? A map is what Lightyear calls the key to unlock the data from a PDF bill. The map tells the Lightyear servers where to look for your data on the bill from a supplier. For example, the position of the ...
What type of map should I ask for? And what data is extracted for each map type?
Sometimes suppliers will send in multiple invoices within the one PDF. Make sure you split these before sending in a map request. Check out this article for more information Our Free 'Map for Me' Service Finding a map, trying a map and using a map is ...
I don't like the map being used - can I change it?
Yes you can! What you need to do here, is send the bill (or Statement!) in question back to the Processing tab. From there, you need to make sure the system can't automatically apply this unwanted map next time, then apply the map you do want. ...
What does it mean to "Query Map" and when would I use it?
One of the best features of Lightyear is our adaptability. Communication with customers allows us to cater more specifically to their needs, including in the creation of our maps. We hope that as we grow, customers will find already existing working ...