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 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
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 Checker
- 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
- Uploading Products - Products Catalog and Price Checker
- Instant messenger and notifications
- Mobile App for iOS and Android
- Statements
- Statements - How to Reconcile
- Emailing your Suppliers
- Paperclip
- Parent Admin
- Foreign Currency
- Fixed Audit Trail
- Tax Office Compliant Storage
User guides
Check out our User Guides for more information.