Getting started
New to Lightyear? Here's some pointers to help you get up and running to start saving time.
By Jessica and 1 other2 authors59 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
Get support in LightyearHow to access in-app support features, including the Access Digital Assistant, In-App Chat, Help Centre, and support tickets.
Lightyear Support Service Level Agreement's (SLA's)
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 Up
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.