Lightyear

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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

Address issues with approval workflows and resolve pending tasks

Manage and delete duplicate invoices

Steps to fix invoices that won't delete or progress due to status conflicts in Lightyear.

Resolve invoice deletion and status conflicts

Jessica Callaly

Heather Worthington

Troubleshooting

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Try using different keywords or checking for typos.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.