29th August
Suppliers - Delete
Within the Edit Supplier screen, you can now Delete the Supplier if you realise you no longer need it. Once deleted, you will be directed to the next Supplier in the list, based on alphabetical order.
Upload Button
All users can now see the Upload button within the header navigation menu, making it easier for anyone to upload a document from anywhere.
15th August
Smart Extract+ - Additional Custom Fields
In addition to Bank Details and Footer fields, users can now add the following fields to be picked up by Smart Extract
Customer Number
Vendor Number
Purchase Order Number
Header Misc Ref
Header Description (Access Financials and Dimensions only)
Details (Sage 50 only)
Reference 3 (WCBS only)
For more information on this, click here.
Access Financials/Dimensions - Exchange Rate
Within Accountancy Software Settings, when connected to Access Financials or Dimensions, you'll see a new option for Enable Exchange Rate Field.
When enabled, you'll see a new field in Panel 2 allowing you to enter a value to populate into the Exchange Rate field within Access Financials or Dimensions.
When disabled, you'll not see this additional field in Lightyear, and it will not populate in Access Financials or Dimensions.
Access Financials/Dimensions - Line Calculations
For users with Tax Rates of EC Type V, C, A, X or R, the tax amount on these line items will be calculated differently, and the tax value will be excluded from the header values.
5th August
Bug Fixes:
We have fixed the following issues:
Users with Approval Task & Archive permissions were having trouble accessing a variety of features, including
Archive - Trashed Processing
Archive - Purchase Orders
Archive - Exported Batches
Email to Me
Within Purchase Orders, some documents were displaying with different dates for Panel 1 and 2. This was especially prevalent for AU/NZ customers who were online earlier in the morning, when the UK timezones were a day behind.