Lightyear Training

Videos

• • How to get documents into Lightyear - supplier, email, desktop upload or mobile app.mp4
• • How to switch between different Lightyear accounts.mp4
• • Introducing Lightyear_ AP Automation Software 📹.mp4
• • User profile - changing details, 2FA, profile picture, communication preferences & proxy user.mp4

Accounts Admin

• • Feature overview & configuration - Grouped Data.mp4
• • Feature overview & configuration - approval by value.mp4
• • Feature overview & configuration - approval tasks - how to manually and automatically assign or resend tasks.mp4
• • Feature overview & configuration - bank detail checker.mp4
• • Feature overview & configuration - departments.mp4
• • Feature overview & configuration - description keyword rule.mp4
• • Feature overview & configuration - keyword rules.mp4
• • Feature overview & configuration - price checker.mp4
• • Feature overview & configuration - splitting widget.mp4
• • Lightyear Admin Training - Parent Account Administration & User Management🎥.mp4
• • Sign off and export of bills_credits - API & Other + troubleshooting export errors.mp4
• • User Permissions in standalone account (No PO's).mp4

Approver

• • Task approver - how to activate Lightyear access + overview of MyTasks, user profile, notes, notifications and mobile app.mp4

Troubleshooting

• • Can't Sign off bill - Missing Account & Setting Auto-coding.mp4
• • Can't approve or sign off bill with pending approval tasks.mp4
• • Rounding bell overview - reasons, solutions + no line indicator for tax + default rounding account.mp4
• • Unable to Sign off - Missing Accountancy Supplier.mp4
• • Unable to export from Lightyear to NetSuite - removing custom fields from bill forms in NetSuite.mp4
• • Unable to map - $0 bill or statement + how to manually enter bill or file statement.mp4
• • Unable to map - document not bill + how to merge_split documents + paperclip to bill.mp4
• • Unable to map - scanned bills + how to manually process or smart extract.mp4
• • Unable to sign off bill - missing tax codes + tax code settings, amounts are view & re-apply map.mp4