Skip to main content

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?