Getting Started
Tell your Approvers what to do
To help bring your Approvers up to speed on the changes re Lightyear, we've provided a template letter to send out to your Approvers via email. Copy and paste the written content below and customize to your liking or download the .doc file attach for ...
Step 10: Tips and tricks
Here are some Tips & Tricks to help you maximise efficiencies and make your experience smoother. Whether it be staying on top of the regular releases or tips that will make life easier, have a look below for some Lightyear life hacks. Get social ...
Step 7: Invite your team
Change Management To ensure a successful Lightyear rollout, it's important you bring your staff on the journey. We recommend you follow the below steps to ensure a smooth transition: Build an Implementation plan - Pick a 'Go-Live' date (we recommend ...
Step 6: Get the mobile app
Make your accounts payable even easier with the new Lightyear mobile app, available for Android and iOS devices. Users can snap pictures of their receipts, bills, then upload them to any of their accounts instantly, and approve anything available to ...
Step 5: Customise your settings
After you've connected your Accounting Software, you'll need to visit Company Settings and customise your Lightyear account. Simply select Settings > Company Settings from the options on the left of your Lightyear user interface. Please Note: The ...
Step 4: Approve and Export your bills
The time has come! Here we'll take you through approving and exporting bills. Your approval workflow is going to depend on how you customise your account settings which is actually our next step. The guide for Step 5 will let you know which user ...
Step 3: Send a document into Lightyear
Here, we'll take you through how to get your first documents into Lightyear and what to do with them. Get your first bill in from Lightyear on Vimeo. Sending Documents into Lightyear Before Lightyear can extract data from your documents, you'll first ...
Step 2: Set your default tax rates
Set Default Tax Rates Now you've connected your accounting software, here's a quick but significant step - make sure you don't skip this one! Your preferred settings here will save you a lot of time later from coding each line item individually on ...
Step 1: Connect your accounting software
Lightyear is an award winning automation application, but ultimately you will want to get your payables data into your accounting software. In order to sync with your accounting software suppliers, tax rates etc, and send your purchase data to your ...
Step 9: Purchasing a Plan
Purchase your plan from Lightyear on Vimeo. Lightyear operates using a credit system, where 1 document = 1 credit. Regardless of the size of the bill or the amount of data being extracted, after your free trial period (or after you have bought a ...
START: Registering your first company
Signing Up for Lightyear Congratulations and thank you for deciding to check out Lightyear! Getting started with a new software can be daunting, so we've composed this guide to help you find your feet. This article will walk you through giving us the ...
How to Set Up Your New Lightyear Account
Once you have created your account, watch this tutorial to navigate your way through Lightyear. This video will take you through setting up your approvals process, connecting to your accounting software, adding users and other additional settings. ...
Learn about implementing Lightyear
We understand that implementing new tools or changing critical business processes is a big deal. We also know that no business is the same, and change management is critical to ensuring a smooth transition. Luckily, the Lightyear Team have helped ...
Step 8: Tell your Suppliers what to do
FOR YOUR TEAM Once your staff have been brought up to speed to the changes re Lightyear, you should now start asking your suppliers to email your bills to your xxxxx@lightyear.cloud account. No-one particularly likes change, but from the very outset ...
Popular Articles
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 ...
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 ...
Step 8: Tell your Suppliers what to do
FOR YOUR TEAM Once your staff have been brought up to speed to the changes re Lightyear, you should now start asking your suppliers to email your bills to your xxxxx@lightyear.cloud account. No-one particularly likes change, but from the very outset ...