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 to 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. The options that ...
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 customize your account settings which is actually our next step. For the purposes of this guide, we'll be looking at an ...
Step 3: Send a document into Lightyear
Here, we'll take you through how to get your first bills into Lightyear and then what to do with them. Use the table of contents above to skip ahead to the section you need. Alternatively, you can watch this video: Get your first bill in from ...
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's 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, we have helped thousands of ...
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
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 ...