Written Guides
Lightyear Account Deletion Requests
Only Admins of a Lightyear account or Admins of a Lightyear account’s Parent account may request the deletion of doc-data. Because this request is in effect asking us to delete company records, we will only consider the request if it also is ...
Dashboards
Single Company Dashboard The Single Company Dashboard will give you an at a glance update of all bills currently in the approvals workflow, for the account you're currently viewing. You'll see a breakdown of each tab within the approvals process, ...
Disputed Tab
Watch this video for more on Disputed bills What is the Disputed tray used for? On occasion, you may need to dispute an invoice before it can ultimately be approved. An example of this could be an incomplete order from your supplier, so the invoice ...
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 ...
Inventory Tab
Inventory Tab Lightyear allows you to send data to external Inventory, Point of Sale or ERP systems (or if you wanted, a simple spreadsheet). It does this by adding an inventory tab and providing you with the “Add to Inventory” button in Panel 2. The ...
Signed Off Tab
Watch this video for a quick run through of the Signed Off tab: The Signed Off tab is where bills stay until you choose to export them to your accounting software. You can export bills in batches or individually, just select the invoices you'd like ...
Review Tab
Watch this video on the Review Tab Your Lightyear approvals workflow will have a set of tabs running across the top of the screen as follows: Approvals - where bills await approval Review - where approved bills get signed off by another user(s) ...
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 ...
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 ...