FAQs
Check our our FAQs to get quick answers to your Lightyear questions.
By Jessica and 1 other2 authors71 articles
General System
General System FAQs
- What does this error mean?
- System Uptime
- Users & Permissions
- Can I Log In with Single Sign On (SSO)?
- Why Am I Being Disconnected From My Accountancy Software?
- Why Isn't My Panel 3 Loading?
- Having Trouble Logging In?
- Can I Sort or Filter Through my Documents?
- Lightyear Panels: Explained
- Whitelisting our SPF records/IP addresses
- What Gets Redirected From Lightyear?
- Tax Rates: Override Tax Rate and Supplier Rate Differs
- Logging Into Lightyear for the First Time
- Multi Factor Authentication (MFA / 2FA)
- How to handle foreign currency documents
- How to choose destination of a file download from Lightyear
- Redirect vs Auto Forwarding Emails to Lightyear
- How does Lightyear Data Extraction work?
- How do I learn about the latest Feature Releases and Improvements in Lightyear?
- Automatically round variances in your data
- How do I leave notes on a document and tag someone?
- Is there a size limit on attachments being sent into Lightyear?
- How do I navigate between my accounts - Company Picker
- How to print/download a document
- What is the difference between a Bill vs Invoice? a Supplier vs Vendor?
- Why is the invoice red?
- How to expand the view of document details
- How do I delete a document?
- Change your Company name or email addressSteps to update your Company's name or email address in Lightyear
- How do I set default tax rates at supplier level?
- Can Lightyear see my details and documents?
- Can I get notifications/emails of approval tasks to complete & account activity?
- Transfer ownership of a child account or delete your Lightyear Account?Steps to transfer account ownership or close your Lightyear account.
- My Profile
- Where can I find error logs when documents didn't export?
Troubleshooting
A troubleshooting guide.
- Having Trouble Logging In?
- Multiple Users Actions - "The document has been edited by another user. Please refresh to view the latest document version"
- I didn't receive my Lightyear Invite, or my One Time Password (OTP)
- Troubleshooting Methods
- How to clear your cookies and cache
- I've forgotten my password
- Adding to a Safe Senders list
- How to make your CSV file not change your data when opening in Excel
- Why does my Lightyear App appear to be running slower than expected?
- Supplier's Tax Code is showing as 0% on invoice lines
- Scanner Settings for optimal performance
- What web browsers does Lightyear support?
- Changing default web browser in Windows 10
- Canadian Tax Rate Settings
- Manage and delete duplicate invoicesAddress issues with approval workflows and resolve pending tasks
Supplier Notes
A guide to Supplier notes.