Expenses
Expenses on Mobile
If you have Expenses enabled on your Lightyear account, when you open your mobile app and access the same account, you will see Expenses on your home dashboard. Click here to find out how to enable Expenses on your Lightyear company. Dashboard When ...
Expense Permissions
Within Expenses, you can select a number of permissions that will give users the ability to do a number of actions within the Expenses area only. If you give users a number of other Permissions from either the Bill or Purchase Order areas, their ...
Expenses - Archive
With Expenses, you can search in your Archive for specific Expenses. If you use our AP or PO features, you'll be familiar with searching for documents, filters and the exportable reports that are also available within the Expense Archive section. ...
Expenses - Exporting
Once your Reports have gone through their Approval Workflow, they can be exported to your Accountancy Software. The exporting of Reports is the responsibility of the user with Expense: Export, Schedule & Reimburse permissions. Please Note: how you ...
Expenses - Scheduling and Reimbursing
Scheduling and Reimbursing is a process that will happen outside of Lightyear within your Accountancy Software, but you will need to mark Reports as Scheduled and Reimbursed within Lightyear to let your Employees know their Expense Reports are being ...
Expenses - Approval Workflow
Lightyear offers a range of options that allow you to customise your Approvals Workflow to suit your needs. If you need help setting up a workflow that works for you, reach out to our support team at any time and they will be happy to offer ...
Expenses - Report Detail
By default, the Report Detail tab will be inactive until you select a Report to view. While in the Reports tab, if you click on the Report Name field in Panel 1, the Report Detail tab will become active. The Report Detail tab will rename to whichever ...
Expenses - Reports
All Reports will display in the Reports tab, regardless of the status it is in. This is where users with Expense: Submitter permission will see the Reports they have created. If they have Expense: View All they will see all Reports for the account, ...
Expenses - Expenses
After Creating an Expense, or Uploading and sending it through Processing, your Expense will land in the Expenses tab. This is where users with Expense: Submitter permission will see the Expenses they have uploaded. If they have Expense: View All ...
Expenses - Processing
If you have uploaded a document to Lightyear via the Upload buttons, the mobile app or email, these will come into your Processing tab. This is where users with Expense: Submitter permission will see the Expenses they have uploaded. If they have ...
Creating Expenses & Expense Reports
There are two ways in Lightyear to Create an Expense. If you don't have the receipt on hand, or want to add it in at a later date, you can Manually Create the Expense first. Alternatively, if you do have the receipt, you can use the Upload ...
Expense and Expense Report Statuses
Once you've created your Expense or Expense Report, you'll need to send it through the workflow into a range of different Statuses. Let's take a look at the each of these statuses, what you can and can't do, and why they are there. Expenses An ...
Navigating Expenses
Expenses Layout If you are familiar with Lightyear AP or Purchase Orders, you will be able to quickly navigate your way around the Expenses area as we have kept these the same for a sense of familiarity. If you're not familiar, don't worry, this ...
Introducing Lightyear Expenses - How to Enable & Expense Settings
With Lightyear's Expenses feature you can upload expenses, create expenses and reports, send reports for approval and export reports into your accountancy software in a few quick and easy clicks. Here you'll find out how to enable Expenses within ...
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