Adept Accountancy Software Settings
To connect Lightyear requires a 2 letter Company Code so your bill data can be exported to Adept.
From the Navigation Pane, head over to Settings > Accounting Software > select Adept > Accountancy Settings.
In the next pop up screen, select Edit next to Software Settings
Company Code
Enter your Adept company’s 2 letter Company Code on this screen
Do you use cost centers?
Yes - This will enable you the option to upload Cost Centers if you are using these in Adept
No - If you do not require Cost Centers, you can simply select No
Automatically apply categories on line item
Yes - save time by coding it in Lightyear, and we'll remember the next time we extract the line item what you last coded the supplier lines.
No - keeps these blank and code them individually
Automatically apply Chart of Accounts on a line item level?
Yes - Save time by coding it in Lightyear, and we’ll remember the next time we extract the line item what you’ve coded the supplier lines to.
No - keeps these blank for you to code individually.
Group line item data?
Yes - Invoices will be exported with grouped data per the Accounts used.
No - Invoices will be exported with normal line item data
For the full article on this, click here.
Then click Confirm to complete your settings.
Adept Suppliers
These are your Suppliers within Adept and are used so Lightyear knows which supplier to associate with purchases. To Add a Supplier, you'll be asked for a Supplier Name and a Card ID.
You can also Upload CSV File a list of your Suppliers. Ensure you have a list of your active Suppliers to keep your data clean. Check your csv file is set in the following format:
Column 1 - Supplier Name, Column 2 - Card ID
Column 1 - Supplier Name
Column 1 - Card ID
These will now be made available when you code your document data in Lightyear. You can edit any of the Supplier Cards by clicking on the Green pencil
Chart of Accounts
You can Upload CSV File a list of your GL Codes. Ensure you have a list of your active Accounts to keep your data clean. Check they are set in the following format:
Column 1 - Code, Column 2 - Description
These will now be made available when you code your document data in Lightyear.