You can sign off invoices in Lightyear once they have passed through the approval and review workflow. If an invoice is blocked from progressing, the steps below will help you identify and resolve the cause.
Number of conditional tasks for document is not consistent with the predicted number of conditional tasks
This message appears when conditional rules have been modified while the document is in the Review tab.
To resolve this, follow the steps below:
Return the document to the Approval tab.
In the Approval tab, locate the document, then click Approve to move it back to Review.
In the Review tab, locate the document, then retrigger the conditional approval tasks.
📌 Note: If Auto Trigger Tasks is enabled in your account, tasks will retrigger automatically. Once the new tasks have been actioned, you can sign off the document.
Supplier not linked to your accounting software
Invoices cannot be signed off if the supplier is not linked to an accountancy supplier in Lightyear.
Click the green pencil icon next to the Supplier name in Panel 2
Click the Accounting Supplier dropdown and select the relevant Accountancy Supplier, or add a new supplier using the green + button.
Click Update, then refresh the page and retry sign-off.
Invoice is missing an account code
Invoices without an account code cannot progress to sign-off.
Open the invoice, then add the relevant account code.
Retry moving the invoice to the sign-off stage.
Invoice appears stuck with no clear cause
Sometimes an invoice can appear stuck due to a page display issue.
Press CTRL + F5 to hard refresh your browser.
Check the Signed Off tab to confirm whether the invoice has already moved.
If the issue continues, return the invoice to the Approval tab and re-run the approval workflow.