Archives
Advanced Reporting
Click here to view the full video guide on Archive & Reporting Pre-Existing Reports Lightyear has a variety of pre-existing reports to be run within the Archive & Reporting area. To view these, head to the Archive & Reporting tab along the left hand ...
Can I move bills into the Archive without exporting?
Yes, you can! Sometimes you just need to move a bill into the Archive and you don't necessarily want it in your accounting software. You can do so from one of two tabs within Lightyear. 1. Signed Off - Move to Archive You can select bills and Archive ...
Can't find a document in the Archive?
The Archive can be a little confusing at first, because as well as displaying your exported invoices, it will initially by default show you 'All Bills', meaning invoices in the Approval, Review, Signed Off, Disputed Tabs & exported documents. The ...
How to Re-Export or Unarchive Invoices
Re-Exporting a batch of invoices To re-export a batch of invoices go to the Archive tab. In the Doc Type field, select Exported Batches In the File Created field click on the drop down box & select the file date/time you need to re-export, then click ...
Archive & Reporting
The Archive & Reporting tab allows you to search for a variety of document types, in a variety of different places within Lightyear, and create Reports. Or click here to view the full video guide on Archive & Reporting When you go to the Archive & ...
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 ...