When does Lightyear auto-suggest maps to me?
Okay, so let's say there is a Coca Cola bill coming into your account from email@example.com
, 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 you. If anyone else in the Lightyear network has received a similar type of Coca Cola bill with the same supplier details (e.g. email: firstname.lastname@example.org
), we will suggest to you the maps that we think best fit at the top of Panel 2. So if a map works for them, it might work for you. These will be presented under the Mappings section. See below:
You next action depends on whether you like the dataset or not.
- If you do like the dataset presented, you can create/select your supplier at the bottom of Panel 2 and Use Map
- If you don't like the dataset presented, you can click to try other maps (highlighted in blue in app)
- If the map presented is close, but seems to need an extra detail you can Click to Query Map and drop a note which will be received by our team for review
- If no map is is presented to you, it doesn't mean that there is no map in the Lightyear network already that might work. If none is presented, you should still Find Map.
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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 ...
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 ...
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 ...
I don't like the extraction - can I change it?
Yes* you can, whether it's a Purchase Order, Bill, Credit or a Statement. What you need to do here, is send the document back to the Processing tab. From there, you need to make sure the system can't automatically apply this unwanted map next time, ...