Lightyear allows you to export your bills in a CSV format, which can then be uploaded directly to Agresso.
To get started, head to the Accounting Software section of Lightyear and select Agresso from the dropdown.
Accountancy Software Settings
Customise your Agresso settings by selecting Accountancy Software Settings. In this section, you can:
Select a Financial Controller
Select who your financial controller is from the dropdown, this will be populated on your export CSV.
Do you use Category 1-7
Enable the categories you want to use, there are 7 different categories to turn on.
Automatically apply Categories on a line item level
Yes - Save time by coding it in Lightyear, and we’ll remember the next time we extract the line item that you’ve coded the supplier lines to.
No - Keep these blank for you to code individually.
Automatically apply Chart of Accounts on line item level
Yes - Save time by coding it in Lightyear, and we’ll remember the next time we extract the line item that you’ve coded the supplier lines to.
No - Keep these blank for you to code individually.
Group line item data
Turning this on will allow you to export Grouped Account data, rather than line item data. For the full article on this, click here.
OpenAccounts Suppliers
These are your Suppliers within Agresso, and are used so Lightyear knows which Supplier to associate any given bill with.
To set up a Supplier, you'll be asked for a Supplier Name and Supplier Code. This can be done individually or in bulk via a CSV import.
Chart of Accounts
These are your Account in Agresso. You can set these individually on bills/credit notes that pass through Lightyear, or you can set up automation rules to apply.
To set up an Account, you'll be asked for a Code and Description for each. This can be done individually or in bulk via a CSV import.
Tax Rates
These are your Tax Rates in Agresso. You can set these individually on bills/credit notes that pass through Lightyear, or you can set up automation rules to apply.
While you can add as many tax rates to Lightyear as you wish, please note that you will only have one default taxed and one default tax free rate. Enter your Tax Code from Agresso with a description and the rate. Super Simple. The In Use box will be checked by default, so it's ready to use as soon as it's created.
Categories 1-7
These are your Categories in Agresso. You can set these individually on bills/credit notes that pass through Lightyear, or you can set up automation rules to apply.
To set up a Category, you'll be asked for a Code and Description for each. This can be done individually or in bulk via a CSV import.
Companies
These are your Companies in Agresso. You can set these individually on bills/credit notes that pass through Lightyear, or you can set up automation rules to apply.
To set up a Company, you'll be asked for a Code and Description for each. This can be done individually or in bulk via a CSV import.
Please Note: that all the above can be added quickly and easily using Bulk Upload.
And with that, the setup is done! You can now start exporting bills to Agresso!