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
By default, we will extract any Due Date that appears on a bill that's sent to Lightyear, but within each Supplier you can change this by adding your own unique Payment Terms that have been agreed with your supplier. These can be set as follows: Do ...
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
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 ...
Statements - How to Reconcile
Automatic Supplier Statement Feature allowing you to file & automatically reconcile your supplier statements, making reconciliation a breeze. What's more, if there are any missing documents on your statement, you can automatically email your supplier ...
Approvals Tab
Watch this video on the Approvals tab: The Approvals Tab is where the approvals process starts. Lightyear has a 3 panel layout, and we will always refer to them as panel 1, 2 and 3 as below. Panel 1 shows a list of the bills that are waiting to be ...