Troubleshooting
Multiple Users Actions - "The document has been edited by another user. Please refresh to view the latest document version"
Lightyear will flag to you when a document has been updated by another user as you're looking at it. This is aimed to help prevent users from overwriting each others data and moving documents to different locations. Scenario 1: User A has selected a ...
I didn't receive my Lightyear Invite, or my One Time Password (OTP)
So you've been invited to join Lightyear? Exciting stuff! If you are having trouble getting the initial invite, or receiving the One Time Password (OTP) after registering, this article will help get you set up and using Lightyear in no time! I'm ...
Canadian Tax Rate Settings
Canadian Tax Rate Settings As our Canadian customers will be aware, there are many variables regarding tax rates on invoices from Canadian suppliers dependant on both the region of the supplier and recipient. This is usually displayed on bills with ...
Changing default web browser in Windows 10
You might want to set Google Chrome or Firefox as your default web browser when dealing with Lightyear. If you're on Windows and you want to set this up, follow the steps below: Press the windows key, and then type 'Default Apps'. In the search ...
Why does my Lightyear App appear to be running slower than expected?
With Lightyear being a web based applications, there are a few common factors that could cause the app to run slower than usual, or slow down over time. If you noticed any sort of degradation in performance, there are a few things you can check. Your ...
Adding to a Safe Senders list
Adding to a safe senders list is a quick, one-time-only task to ensure the sender of an email gets added to the recipient’s address book or safe senders list. Usually, all you need to do is open an email message and verify the sender can be trusted: ...
Scanner Settings for optimal performance
To ensure Lightyear's OCR extraction technology delivers the best results, adhere to the following guidance when scanning documents OCR will work best with at least 150DPI . We recommend to set your scanner to 300DPI to provide an accurate image but ...
How to clear your cookies and cache
Google Chrome Google Chrome is our recommended browser for the best Lightyear experience. Sometimes you will need to refresh your browser by clearing your Cookies and Cache. See the steps below for guidance: Make sure you're logged out of Lightyear ...
Troubleshooting Methods
Level 1: Troubleshooting Uh oh! Here are a couple of things you can try as the first level of self help and troubleshooting some of the issues you have. The below options tend to be the easiest resolution! Try a different browser If you're using ...
What web browsers does Lightyear support?
Lightyear is built and tested with Google Chrome in mind, so we strongly recommend using Google Chrome where possible. If you don't have it installed, it's a free download and you can get it from the link below. Click here to download Google Chrome ...
I've forgotten my password
Don't worry, it happens to the best of us from time to time and it's super easy to fix. Just head to the Lightyear login page and follow the steps. Resetting your password Hit the "Forgot Your Password?" button and enter your email in the box ...
How to make your CSV file not change your data when opening in Excel
Customise Excel to Leave Data Unchanged This guide is for people that are having to open their CSV file to edit something and they are finding that Excel is changing their data. For example, the leading zero's are disappearing on an invoice number - ...
Supplier's Tax Code is showing as 0% on invoice lines
Have you found that when you applied the map the lines are ticked as taxed but the rate is 0%? This is most likely due to this supplier having incorrect default settings. To check go to the Suppliers, select the supplier then select Edit. If it's ...
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 ...