FAQs
Check our our FAQs to get quick answers to your Lightyear questions.
General System
General System FAQs
Giving Feedback Using Aha
Lightyear Support Service Level Agreement's (SLA's)
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?
I want to change my monthly plan, what do I need to do?
Cancel your plan
Tax Rates: Override Tax Rate and Supplier Rate Differs
Logging Into Lightyear for the First Time
Multi Factor Authentication (MFA / 2FA)
How to change your billing address in Lightyear
How to handle foreign currency documents
How to change my payment details
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 Refer a Friend and get a voucher?
How do I learn about the latest Feature Releases and Improvements in Lightyear?
How to 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 split and group documents
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?
How do I change my Company name or Lightyear email address?
How can I see how many credits have been used?
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?
Transferring Ownership of a Child Account or Deleting your Lightyear Account?
My Profile
Where can I find error logs when documents didn't export?
Can't Find What You're Looking For?
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
Supplier Notes
A guide to Supplier notes.