Sorting and Filtering
We are excited to bring you our August Feature Update, including some much requested enhancements like Filtering and Sorting.
Last month, we ran a series of feature update webinars and due to the great feedback we received, we will be running live product update webinars regularly each month.
Click below to join our August feature release webinar to see all of these new features in action and how you can incorporate them into your processes. Click below to book your preferred time slot, and if neither suit, then sign up for any session to be sent a recording.
APAC
EMEA
August 2021 Feature Releases & Updates
Filter Panel 1 by Department/Supplier/Categories
You can now apply filters within the bills (invoices) approval workflow by Department, Supplier and Categories. We will be releasing the ability to filter within the Purchase Orders (POs) module and the ability to filter other columns such as 'Task Approver' in the near future.
Remember sort order
Previously, when you sorted Panel 1 by a column and moved between tabs the Sort would reset. Based on user feedback, we have now introduced the function to remember the sort per tab. This means when you move between tabs, the unique sort will hold in each tab.
Input field enhancements
We have enhanced our monetary input fields within Panel 2. Previously, when you entered negative values in a monetary value input field, the value was resetting to zero or auto deleting the decimal points. You can now use the backspace button to remove decimals when required and the value will not reset to zero.
Purchase Order (POs) importing
We have released the ability to extract data from Purchase Order (POs) PDFs. This now allows you to import PDF POs from any third party system which will create a carbon copy of the data in Lightyear's Purchasing module and allow you to use Lightyear's Bill-PO matching feature.
Line item grouping
In case you missed it... You can now enable grouping by GL, tax and tracking categories. This was released in early July and has received amazing feedback so far.
What's Next?
Bank details extraction
We will be introducing the extraction of bank details from supplier documents and the ability to store supplier bank details against a supplier profile.
If the bank details on a document are different to the saved bank details, we will display the variance and allow users with bank details edit permission to update the stored bank details. There will be a full audit history available for admins to review any and all changes to supplier bank details.
We will be releasing the ability to auto-update supplier bank details in your accounting system in the coming months as a follow up to this feature.
Approvals by value & supplier within PO Approval Matrix
Further Approvals flexibility is being built into the PO approval matrix.
New partner integrations - Sage
We have started work on our integration to Sage Business Cloud for UK customers. We are targeting a September release.
Unit of Measure (UoM)
The ability to save a Unit of Measure (UoM) against a product and select a UoM when creating purchase orders.
New header reference field
The ability to extract an additional header field from documents. This could be used for Order Numbers or any other miscellaneous reference point customers would like us to extract for them.
