Want to send attachments to Xero so you have a copy of your invoice/credit note stored within Xero as well? Sure, we can do that too!
How to activate sending attachments in Lightyear
You can access this setting via Lightyear's Admin tab> Accountancy > Accountancy Software Settings > select Yes for 'Send attachment to Xero ?'
The image file will be sent along with the invoice details when you export. However, having this setting activated will slow down your export speed.
Lightyear strips out any symbols within the File Name of the attachment and replaces them with spaces to reduce the likelihood of the attachment failing to send. For example, a file name as Hawthorne Leisure (London) - £12.50 will be renamed as Hawthorne Leisure London 12 50.
How to view attachments sent by Lightyear in Xero
To view it in Xero click on the attachment button in the top right corner whilst viewing the invoice details. Both pdf's and scanned documents will be visible.
Xero has a 3MB limit (3,145,728 bytes) on file uploads. Any files that are too large to send will stil be linked a URL so you can view the bill via this link.
You can still see your invoice image from Xero without sending the attachment if you click on the 'Go To Lightyear' button in the top left corner. For full explanation click here.