Lightyear

Learn about implementing Lightyear

How to Set Up Your New Lightyear Account

Register your first company

Step 1: Connect your accounting software

Step 2: Set your default tax rates

Step 3: Send a document into Lightyear

Step 4: Approve and Export your bills

Step 5: Customise your settings

Step 6: Get the mobile app

Step 7: Invite Your Team

Tell your Approvers what to do

Step 8: Tell your Suppliers what to do

Step 9: Purchasing a Plan

Step 10: Tips and tricks

Jessica Callaly

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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