Automation Rules
3 ways to collaborate more efficiently with your suppliers
Lightyear has features to email your suppliersfor ease of collaboration. This article will take you through the different email avenues within Lightyear and relevant settings for set up. You can use the Lightyear email to send POs, raise a dispute ...
Save time and set up Auto Approvals
Lightyear's Auto Approve feature allows for the smooth and fast progression of bills through Lightyear, while maintaining the operational and approval controls needed by your business. When Auto Approve is enabled, whenever a Bill Task is approved, ...
Manager Approval
Manager Approval is an additional level in the approval flow that can be used with Lightyear's Bill Task functionality. This is useful for those that would like an additional layer of approvals at either the "Approvals" and/or "Review" tab. With ...
Options for automating your approvals
This article is your one stop shop for all things related to approvals in Lightyear. This article aims to tie it altogether to ensure you have the right workflows in place to help streamline your operations and how to set them up. Departments Using ...
What does Lightyear automate?
Lightyear can speed up your approval process by automatically applying certain rules when a bill moves to the Approval Tab. Let's take a look at what can be automated. Mapping (Processing Tab) When you receive a bill from a supplier for the first ...
Creating and Setting up Suppliers
What are Suppliers? In Lightyear you create supplier profiles known as Suppliers which are not to be confused with Supplier Cards from your accounting software. When a map is made, Lightyear pulls the Supplier name from the invoice and saves this ...
Set your own payment terms and your own due date
Lightyear is Intelligent. It's intelligent enough to know what you mean when you say 'Number of days credit' in Supplier's defaults even to include 'From End of Month'. So if for example, your supplier's terms are 'Net 14th after EOM' then you can ...
Popular Articles
November 2020
November 2020 releases November 27th Fuelsoft Export Enhancements Now, when exporting to Fuelsoft from Lightyear, you can choose one of two ways to have you description field populate in Fuelsoft. The GL line from the top of the invoice will auto ...
How does Lightyear Data Extraction work?
Data Extraction Explained Lightyear uses world class data extraction technology to minimise your workload. We strip all of the data, line by line, from your bills, credit notes and statements so you no longer have to spend long hours manually ...
Processing Tab
Processing, this is where it all begins, and where users teach Lightyear the 'mapping rules' you want the system to follow forevermore. Watch this help video on the Processing Tab The first time a PDF arrives in your Lightyear account, it will be ...
Statements - How to Reconcile
Lightyear can handle Supplier Statements in two ways, automatically by using a map (like an invoice), or by filing a Statement manually. This help document will explain both. Automatic Supplier Statement matching allowing you to file & automatically ...
Extracting data from bills that are scans
As of October 31st 2019, we have extended our OCR functionality. Click here for more information Firstly, we should note that bills and receipts are different things, and Lightyear treats them differently. For details on how to process receipts (and ...