Xero
Xero Single Sign On (SSO)
Save time by logging into Lightyear in one click, using your existing Xero user credentials. Whether you're a new or existing Lightyear user, click the Sign In With Xero button on our Login page. You will be redirected to another page to select which ...
Xero Integration Setup Guide
Connecting to Xero Because Xero and Lightyear are both cloud-based, set-up and connectivity between the two systems is seamless. Here's how. From the Navigation Pane, head over to Settings > Accounting Software > select Xero from the dropdown menu > ...
How To Disconnect From Lightyear via Xero
Sometimes you need to do disconnect from Lightyear via Xero to ensure a complete disconnection. Here is a step by step guide to walk you through the process: Firstly, log into your Xero file. Make sure you're in the right company you wish to ...
Sending Product Codes to Xero
Activating Product Codes to be sent Lightyear has always been able to extract line item details and we can now send these Product Codes to Xero as well! Activate this setting under Settings > Accounting Software > Accounting Software Settings > Send ...
Why are my bills exporting to Xero in a locked period?
If you established your connection using an Advisor's credentials, your Lightyear permissions would be piggybacking off that user's permissions in Xero. In Xero, when you go to lock down a period, there are two options: This means you have rights as ...
Why is there sometimes a rounding row in Xero that isn't in Lightyear?
Xero calculates tax on a per line basis, rounding to two decimal places, and then sums the tax totals of each line to calculate the total invoice tax. Other systems may total lines and then calculate the tax amount, which can lead to a slight ...
Can I connect multiple Lightyear accounts to a single Xero file?
Xero's API is designed to allow one Lightyear account per Xero file. However, at Lightyear, we recognise that may not suit everyone's business needs. This article will give you a workable solution in order to operate in this set up - multiple ...
Why can't I create a Xero supplier in Lightyear
Within Xero you have Contacts and you have Suppliers. Lightyear recognizes these as two different types of records. If you try to create a supplier within Lightyear and it does not work, the likely cause is the contact already exists in Xero. When ...
Why don't all my GL codes appear in Lightyear?
Why are some of my GL codes not appearing in Lightyear when they are appearing in Xero? If you notice the number of GL codes in Xero and Lightyear do not match, please note that Lightyear does not sync 'Bank Account' type transactions. This may ...
Are there any limits exporting to Xero?
API Rate Limits There are limits to the number of API calls that your application can make against a particular Xero organisation. Minute Limit: 60 calls in a rolling 60 second window Daily Limit: 5000 calls in a rolling 24 hour window If you ...
Lightyear and Xero Data Flow
Check out the below image to see how your Lightyear data flows into and connects with your Xero data
Can we send credit notes to Xero?
Yes! Lightyear can process credit notes as well as bills when exporting to Xero. If you have the setting to send attachments to Xero, you will find these attached to your transaction in Xero as well. Note: A link to the document in Lightyear's ...
How to handle exporting to Xero in Locked periods
Xero Export failed: The document date cannot be before the period lock date, currently set at DD-MM-YYYY You are trying to export bills with a date that is in a date range of a locked out period within Xero. In Xero - unlock the date period and the ...
How do I keep my Lightyear and Xero accounts up to date?
Keeping Xero records up to date Because Lightyear and Xero are both cloud solutions, our connection makes it easy to keep both accounts up to date. We've created a button under each component (GL Codes, Suppliers, Tax rates, Categories) to allow you ...
Troubleshooting Xero Error Messages
Lightyear has a ton of built in validation checks to ensure the data is correct in Lightyear before trying to send the Bill and information to Xero. However, there are occasions when the Export fails and Lightyear displays the reason for the error - ...
What exactly does the "Go to Lightyear" button in Xero do?
The 'Go to Lightyear' button you see in Xero whilst viewing the bill details, will show you the image of the document back in Lightyear's Archive. When Lightyear transfers data to Xero, we can keep it running fast during the connection by just ...
What details do we send to Xero for Line Item invoices?
Great question! When you export a Line Item invoice from Lightyear to Xero we export the Product Codes Description Quantity Unit Price Accounts/Tax Rates/Categories Results based on line item formatted document and with the optimal Software Settings ...
Exporting from Lightyear to Xero
From the Signed Off tab in Lightyear, choose which bills to export by selecting or deselecting under the tick box column or individuals, then click the Export to Xero button. Please Note: Up to 25 bills can be selected at one time to be exported. If ...
Sending bills to Xero as either "Awaiting Payment" or "Awaiting Approval"
By default, bills are sent from Lightyear to Xero with a status of "Awaiting Payment" since they have already been approved within Lightyear. However, you may choose to have the bill arrive in Xero as "Awaiting Approval" to add an additional approval ...
Sending an image/copy of invoice to Xero
Want to send attachments to Xero so you have a copy of your invoice/credit note stored within Xero as well? Sure, we can do that too! How to activate sending attachments in Lightyear You can access this setting via Lightyear's Admin tab> Accountancy ...
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
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 ...
Introducing Lightyear Purchase Orders
Welcome to Purchase Orders With Lightyears Purchase Orders Feature, you can create, send, receive and complete POs in a few quick and easy clicks. The following tutorial will take you through the different main sections of the PO feature with links ...