Approvals Workflow
"Selected supplier needs an Accounting Supplier"
Often seen in the Approvals or Review tab when trying to move a document to the Signed Off tab. The error typically arises when a supplier in Lightyear has not been assigned an accounting supplier, or the corresponding supplier in your accounting software is not categorised correctly (e.g., as a "Contact" instead of a "Supplier" in Xero).
Open the Supplier Profile:
Open the bill in Lightyear.
Click the pencil (edit) icon next to the supplier name to access the supplier profile.
Assign the Accounting Supplier:
In the supplier profile, locate the "Accounting Supplier" field.
Use the dropdown menu to select the corresponding supplier from your accounting software.
Save your changes.
If the supplier does not appear in the dropdown menu, you may need to sync or import it from Xero:
Import the Supplier from Xero:
Go to the "Suppliers" section in Lightyear.
Search for the supplier. If it was created in Xero, sync or import it so it appears in Lightyear.
Ensure Proper Categorization in Xero:
Verify that the supplier is categorized as a "Supplier" in Xero. If it is only a "Contact," Lightyear cannot link to it.
If necessary, convert the contact to a supplier in Xero or create a new supplier record.
Sync Changes to Lightyear:
After making changes in Xero, sync your suppliers to Lightyear.
Reassign the accounting supplier in Lightyear as described above.
Exporting
For any specific errors relating to exporting documents, please check the relevant errors relating to your Accounting Software.
Purchase Orders
"cloud.lightyear.poinvoicematch.exceptions.PoHasMatchedLinesException: Purchase Order:[id] has matched lines"
This will appear when you're trying to do an action against a Purchase Order that has matched lines, but the action cannot be performed, such as:
Deleting or Voiding a PO
Moving to Completed, without the PO lines being closed.