Getting started
New to Lightyear? Here's some pointers to help you get up and running to start saving time.
By Jessica1 author57 articles
Getting Started
Everything you need to get going.
- Learn about implementing LightyearGet started with 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 LightyearHow to get your first documents into Lightyear and what to do with them.
- 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
Features
Discover our Lightyear feature collection.
- Access EVO and Lightyear (Evolve)
- Mobile App - Biometric ID (Face ID/Fingerprint ID)
- Okta SSO set up
- Azure Active Directory SSO set up
- Setting Supplier Card Country Codes
- Splitting Widget
- Bulk Supplier Upload
- Bank Details CheckerUnderstand how Lightyear compares supplier bank details against invoice data, and how to manage variances in your Approvals workflow.
- 100% Accurate Data Extraction
- Line Item Data ExtractionSteps to understand how Lightyear extracts and uses line item data from your bills.
- Receipt Data Extraction
- Customisable Approval Process
- Keyword Rule AutomationSet custom rules up at a supplier level to determine how bills are coded based on a keyword.
- Bulk upload lists during set-upUse Bulk Upload for a simple and fast way to add data and information to your Lightyear account.
- Auto Flagging of Duplicates
- Upload products and set up Price CheckerAdd your products and agreed prices to a supplier catalogue, then set up Price Checker to compare bills against them.
- Instant messenger and notifications
- Mobile App for iOS and Android
- StatementsFile, search, reconcile, and trash supplier statements in Lightyear to keep your accounts payable organised.
- Statements - How to Reconcile
- Emailing your Suppliers
- Attach documents to a bill using PaperclipUse Paperclip to attach supporting documents, such as delivery notes or order confirmations, directly to a bill in Lightyear.
- Parent Admin
- Foreign Currency
- Fixed Audit TrailAll your notes, communications, touchpoints and bill data is all accessible via our Notes, Activity and Archive sections.
- Tax Office Compliant Storage
User guides
Check out our User Guides for more information.