General System
General System FAQs
By Jessica1 author35 articles
- 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?