April 2023 Product Update

Published date: April 2023

Welcome to our April 2023 Product Newsletter. Here at Lightyear, we're building products to make your working life easier and free up your time to do better things.

Below are just a few of the new features and enhancements we've recently made, and we're really excited about what's coming later this year, so stay tuned!

Purchase Order Enhancements

Purchase Orders on the Mobile App

We are happy to announce the release of "Create and View Purchase Orders" within our Mobile App. This has been a big ask since we released our Desktop Purchase Order feature last year. If you have used the Purchase Orders feature within Lightyear via the desktop interface, the mobile experience should feel very familiar.

If you are new to Purchase Orders or need a quick refresher, click here to see how to use the new Create and View POs on mobile.

If you already have the mobile app installed on iOS or Android, remember to install the latest update to see the new feature!

Copy Coding from PO to Invoice

Another new feature is the Copy Coding from PO to Invoice. This feature allows you to take the GLs, Categories, and Misc Ref Field from the PO and override the existing GL/Category/Misc Ref on the Invoice line using the Copy Coding button.

Bulk Unmatch Lines

As a user, you can now select lines to be unmatched in one click. This has been a big ask from our PO matching power users and should save hours per month.

If a line has a status of MATCHED within the Bill to PO and PO to Bill matching modals, it is now possible to select multiple lines and click Bulk Unmatch. Once clicked, these lines will go to a status of UNMATCHED, and you can match these lines as required or action the document as required.

Sage Intacct - Posting Date

We have enhanced our integration with Sage Intacct! Choose which date to send into the Sage Intacct GL Posting Date. This can be defaulted as the Export or Invoice Date on each Invoice.

Within the Approvals Workflow, if an invoice needs a one-off date change, you can choose Custom Date and select the date to export.

Adjustments to Bulk Supplier Upload

Improving our Bulk Supplier Upload feature, users can upload even more information via CSV to create new suppliers or update existing ones. These are as follows:

Grouped Line Data and Auto Export based on True and False
PO Supplier - True or False is shown as a mappable import header field if PO is enabled.
Lightyear Departments using exact match and case sensitivity on Department name, no whitespace and allowing multiple values, separated by a semi-colon.

What's next?

Iplicit API

We're excited to announce our upcoming Iplicit partnership and API integration. This will allow you to select the entity to connect to and mimic standard options for supplier cards, account codes, cost centres, departments, and tax codes.

Iplicit is an award-winning cloud accounting software, offering real-time reporting and analysis within a flexible system that’s built for integration.

PO Auto-Order & PO Notifications

We have two new exciting features coming soon within our Purchase Order feature.

The first is the ability to enable Auto Order for Purchase Orders! If you use our Auto Approve feature, you may be familiar with how this works. When Auto Order is enabled, any Purchase Order approved within your custom Approval Workflow will automatically move into the Ordered tab and send the order email to the relevant Supplier email address.

The second is new Notifications relating to the Status of the PO. When a Purchase Order is changed to Ordered or Voided, the users involved in the Creation and Approval can choose to receive in-app notifications (both desktop and mobile) and emails.

Unread Notes Icon

Continuing with our enhancements around notifications and in-app communication, all users can use our new Unread Notes icon.

If there is a new note on a document, either a Bill, Credit Note, Purchase Order or Statement, an icon will indicate to users that the note is new. Once the Notes area has been read, the icon will disappear.

This feature will help improve communication between internal users in your Lightyear account and between the Lightyear Staff members and users.

Single Sign On (Okta/Azure)

With Single Sign On for Okta and Azure users, logging into Lightyear will be quicker than ever.

Once added to your Directory, you can log in via a dedicated URL to Lightyear with Microsoft Azure or Okta credentials. Note: This will be in BETA and then be a chargeable customer service.

Email Multiple Recipients

Soon you will be able to email more than one recipient with Lightyear's built-in email functionality.

Areas that can make use of this feature include:
Statements
Dispute
Order Now in Purchase Orders
Supplier Settings (Orders Email, Accounts Email and Remittance Email)
Company Settings > Purchase Orders (Auto BCC)

We hope you find these new features useful and look forward to introducing more exciting enhancements later this year. As always, if you have any feedback or questions, please don't hesitate to contact our support team.