Video Guides
Archive & Reporting - Video Tutorial
Watch this video on Archive & Reporting in Lightyear This video will take you through how to: Search for Bills, Credit Notes, and POs in the Archive Create and run Reports Export the Report result set More Options Head back to our Video Guides for ...
Disputed Bills - Video Tutorial
Watch this video on Disputing bills in Lightyear This video will take you through how to: Navigate and manage your Disputed tab Return bills for Approvals Trash bills from Disputed More Options This video follows Approving Bills for those that may ...
Searching the Archive - Video Tutorial
Watch this video on Archiving bills in Lightyear This video will take you through how to: Search bills in the Archive Run basic reports This video follows Signing Off bills. See our Video Guides for other tutorials on other functions.
Review Bills - Video Tutorial
Watch this video on Reviewing bills in Lightyear This video will take you through how to: Review your approved bills Sign off the bills This video follows Approving Bills. See the Signed Off video to go to the next step.
Signed Off bills - Video Tutorial
Watch this video on Signing Off bills in Lightyear This video will take you through how to: Select Signed Off bills Export bills to your accounting software This video follows Reviewing Bills. See the Archive video to go to the next step.
Approving Bills - Video Tutorial
Watch this video on Approving Bills in Lightyear This video will take you through how to: Navigation Approve Bills "More" options We'll also take you through some tips and tricks including things to look out for when approving bills such as Duplicate ...
How to Process Bills in Lightyear - Video Tutorial
Watch this video on Processing Bills in Lightyear This video will take you through how to: Find/Try/Use Maps Map for Me Supplier set up Manual Entry See the Approving Bills video to go to the next step.
Register a New Company - Video Tutorial
Watch this video on how to Register a New Company This tutorial will take you through: The differences between a Parent / Child / Standalone billing relationships How to create a Parent / Child / Standalone Lightyear account Now you can send in ...
Managing Users - Video Tutorial
Watch this video on how to Manage Users This video will take you through how to: Add a new user Delete a user Edit a users' rights Reset a user's password User Types & Permissions
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 ...