Invoices in Lightyear move through a series of tabs as they are processed and approved. Understanding how each stage works helps you keep invoices moving and resolve issues quickly.
Follow the invoice journey
Invoices progress through three main tabs:
Processing
Approval
Review
Processing tab
When an invoice arrives, it is processed here first. Once Smart Extracted or mapped, it moves automatically to the Approval tab. You cannot disable this automatic progression.
Approval tab
The invoice waits here until all required approvers have approved it. Default approvers for each supplier receive an approval task. If you have email notifications enabled, approvers also receive an email alert when an invoice reaches this tab.
đ¤ Tip: Adding a note to an invoice does not notify the approver. If you need to flag an invoice and pause the approval process, use the Dispute action instead. This moves the invoice to the Disputed tab.
Review tab
Once all required approvals are complete, the invoice moves to the Review tab. Certain account settings or approval rule issues can prevent this from happening â see the sections below.
Understand how account settings affect your workflow
Two settings have a significant impact on how invoices progress.
Manager approval
When this setting is on, an invoice must be approved by the assigned approver's manager, as well as any other approvers based on amount thresholds, before it can move to the Review tab.
Auto approve
If this setting is off, invoices may not advance even after they have been approved.