Features
Access EVO and Lightyear
What is Access Evo? Access Evo is an AI-enabled software experience that transforms your everyday. It's a unique solution that empowers users to achieve more, giving you the freedom to do what's important. Access Evo aims to give you a single ...
Mobile App - Biometric ID (Face ID/Fingerprint ID)
Biometric ID is what we call the ability to use Face ID or Fingerprint ID on your mobile device. When enabled, this will use what's available and supported by your device. Enabling Biometric ID When you are logged into the Lightyear app, open the ...
Okta SSO set up
Set-Up Steps Open Okta as an admin user, and select Applications from the nav bar 2. Click the Create App Integration button 3. For the Sign-in method, select OIDC - OpenID Connect, then select Web Application for Application Type. Click Next 4. Add ...
Azure Active Directory SSO set up
Set-Up Steps Open your Azure AD and select Enterprise applications Click New application Click Create your own application Add a name for your app and ensure Integrate any other application you don't find in the gallery (Non-gallery) is selected and ...
Setting Supplier Card Country Codes
In Supplier Cards, Lightyear can import the Country Codes from your Accountancy Software. There are instances where some Accountancy Software don't store the Country Code, or the Country Code they store is different from Lightyear, e.g. GBR vs GB, ...
Splitting Widget
Splitting lines/bills across multiple GL Codes/Categories can be a breeze with Lightyear's splitting widget. Instead of having to add a new line/s, manually calculate the split or the right amounts and then enter the details, Lightyear lets you split ...
Bulk Supplier Upload
Similar to how the Product List, GL Code, Supplier Cards, etc. bulk upload works, users can use a CSV to quickly create all Suppliers within Lightyear. The CSV needs to follow a specified layout, as some columns are required, and others need to ...
Bank Details Checker
The Bank Details feature within Lightyear allows you to check the bank details extracted from an invoice against what you have stored against each supplier. If there is any kind of variance between the two, we will flag this to you in your Approvals ...
Tax Office Compliant Storage
Once a bill is exported, Lightyear will store the bills online in the cloud for your regulatory period. How annoying is it, when you have to go digging through your filing cabinets for that old bill from last year or even the year before? How long ...
Foreign Currency
Lightyear can receive documents from foreign countries and therefore extract in multiple currencies. No more forgetting to set the right currencies (especially if a supplier bills in multi-currencies) or paying in the wrong ones. Lightyear will take ...
Receipt Data Extraction
Once a receipt has been uploaded, it will take a few minutes for us to extract the data from the receipt. You'll see the receipt image in your processing tab immediately, but you'll also be presented with the below in Panel 2. See here more ...
Fixed Audit Trail
Have you got your things in order come audit time? With Lightyear, it's easy! All your notes, communications, touchpoints and bill data is all accessible via our Notes, Activity and Archive sections. Here are a log of your Notes, including those who ...
Customisable Approval Process
If you're looking for more than just data extraction, you're probably looking to advance to streamlining your processes and approvals! Lightyear has a scalable approvals that you can customise and can grow with you as your business grows too. ...
100% Accurate Data Extraction
With the technology available at our fingertips on Lightyear, our accuracy levels surpass expectations. We use maps to give you the accuracy your business needs and relies on and removes not only the hours spent on data entry but also the time spent ...
Line Item Data Extraction
How long are you taking to manually enter your bills? Lightyear not only extracts data from your bills, we'll even give you the details - at speed! Imagine emailing a bill and having all that data already extracted for you. Well, Lightyear does just ...
Auto Flagging of Duplicates
Ever paid the same invoice twice? With manual processes, it's hard to keep track of how many times a paper bill has been printed and passed around. With Lightyear, we'll provide that visibility and catch these duplicates before they even make it to ...
Instant messenger and notifications
Notifications Feed Lightyear has an internal function that enables users to work directly with those within their team via the instant messaging feed. Using this function means that you can mention and therefore notify another member of your team ...
Keyword Rule Automation
Keyword Rule Automation allows you to set custom rules up at a supplier level to determine how bills are coded based on a keyword. As an example, picture a restaurant group running all their bills through 1 Lightyear account. Keyword Rule Automation ...
Emailing your Suppliers
You can email your suppliers directly from the Approvals tab. You may want to do this in the case of a discrepancy or mistake on an invoice you've received. To do this, head into the Approvals tab, select a bill and click the More button, then Email ...
Paperclip
Occasionally you may receive documents from suppliers that you want to store in Lightyear, but as they aren't a bill or a statement, you can't map and file them away as you normally would. Perhaps a delivery note or an order confirmation, as an ...
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 ...
Mobile App for iOS and Android
An American study in 2019 found that on average, people touch their phone 96 times a day! Therefore, this is a really helpful feature when you need invoices approved or checked. Especially as more and more businesses move to remote working ...
Bulk upload lists for set up
Bulk Upload is a simple and fast way of uploading information to your Lightyear account. You can make use of Bulk Upload in the following areas of Lightyear: Accounting Software (For Adept, Attache, MYOB Desktop, Pronto, Sage and Sun Systems) ...
Statements
Statements are a great feature within Lightyear to help reconcile your outstanding Bills and keep a track of reconciled supplier statements. How to file a statement Statements can be filed to Statements Tab from the Processing Tab. Select the ...
Parent Admin
How to make my Lightyear account a 'Parent'? A 'Parent' account carries the billing and user setup for all it's subsequent 'child' or 'client' registrations. For context, a Lightyear account defaults to a 'Standalone' status; it follows that should ...
Uploading Products - Products Catalog and Price Checker
This is a step-by-step guide to uploading Products in Lightyear. There's a multitude of benefits in doing so. You can use this as part of the initial supplier set up to automate line item coding, create your Product Catalogue in PO's so items can ...