From the Signed Off tab in Lightyear, choose which bills to export by selecting or deselecting under the tick box column or individuals, then click the Export to Business Central button.
Please Note: Up to 50 bills can be selected at one time to be exported. If you need to export more than this, bills will need to be selected and exported in multiple batches.
At the end of the export process, you will get a confirmation on screen that the export has been successful. The bills will then disappear from the Signed Off tab, and they will get filed automatically in your Lightyear Archive.
Delay Exporting
If there is a delay in exporting (after clicking Export the screen continues to try to process the export & shows a little spinning circle), it's good practice to check in Business Central whether the invoices made it there or not.
🤓 Tip: If they aren't in Business Central you can try the export again, but not until you log out of Lightyear, close your page and re-open another. Please make sure you don't get impatient and try it repeatedly; just try once more.
If the issue persists, consider reprocessing the bill by sending it back to the processing stage in Lightyear. Reapply the map, save, sign off, and attempt the export again to refresh the bill data and mapping.
If it's still happening please contact the Lightyear support team & we will investigate what's causing the problem. On very rare occasions there can be a break in the network at a crucial moment or an error occurring, which causes the invoices to remain in your Signed Off tab, but the invoices actually do make it into Business Central.
If multiple invoices fail to export, it may indicate a dropped connection between Lightyear and Business Central. Reconnect the integration by having an admin user disconnect and then reconnect the integration in Lightyear.
This can happen because Business Central did not send the trigger to us that it's received them, so we keep them in the Signed off tab. If this ever happens, you will need to contact the support team. Before contacting support, verify whether the invoice exists in Business Central to avoid duplicate entries.
Credit Notes
Due to limitations within the API, we are unable to send across the Credit Note Number on exports. If you export any Credit Notes from Lightyear into Business Central, you will need to manually enter the Number field on their side.