What type of documents can Lightyear receive and process?
Lightyear can process almost any type of bill/credit note/statement/receipt, but depending on the type and format they may be processed differently.
System generated PDFs
System generated PDFs
are electronic documents sent directly from suppliers by email. These contain what we call 'Metadata', which is what we us to extract information from the bill. Since we're pulling information directly from the data inside the bill, and not the image that you would see, these bills have the highest accuracy rate regarding the data we can extract, and as such, are the best type of bills to receive and process through Lightyear.
Scanned PDF/JPEG/JPG/PNG/TIFF formats
If a supplier is still sending you paper bills, it may be worth contacting them to see if they can send a system generated PDF to ensure the best and most consistent data extraction. If they can't we may still be able to handle the paper copy. With our OCR
, users can upload high quality scans for data extraction. From a work flow perspective, not much changes compared to how we process system generated PDFs, but the accuracy is lower so we encourage users to only use scanned bills where system generated PDFs are not available.
Receipts can now be uploaded to Lightyear, either through the Upload
function, or the Lightyear Mobile App
. When a receipt is uploaded, we'll extract summary data
, including the supplier name and receipt totals.
For any emails sent to Lightyear without
an attachment, these will be redirected to your redirect email
so nothing gets missed!
Check out release notes for Q4 2021
You can now upload your receipts directly into Lightyear through the browser (as well as via the mobile app). If you choose to upload receipts through the browser we'll automatically extract summary data (just like we do through the mobile app), ...
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 ...
Once you send a document into Lightyear, either an invoice or credit note, we will remember some bits of information for the future, so the next time you send a document from the same supplier, we will automatically apply the same map for you. There ...
I have sent in some PDFs but I can't see them in my Approval Tab
If this is the first time that a certain email address has sent this type of bill to your Lightyear account, it will first appear in the Processing tab. From the Processing tab you need to apply a map one time only. Once a map is applied, the ...
My invoices are not appearing in the Processing tab
If you have sent an email to your Lightyear account, but you are unable to locate it in your Processing tab, there are a few different things that you can check: Double check that you have sent it to the correct Lightyear email address, and that it ...