To get connected, you will need Lightyear API credentials. If you don't already have these, reach out to [email protected]
Once we have provided the credentials, you'll need to pass these over to your HOPs integration contact, they will then set up the connection.
You will need to select a period that does not impact your day to day within HOPs.
Once the connection has been made, all Goods Received POs will start to automatically land in Lightyear in the Ordered tab.
You can start to upload invoices and credit notes to Lightyear, which will be matched to your POs.
Useful Information
For a full rundown of your PO workflow within Lightyear, click here.
To connect to your Accountancy Software, click here.
For information on data extraction, automation rules and approvals workflows, click either of the options.