Introducing our Splitting Widget & Approvals Reminders and announcing our Sage Business Cloud partnership.
With Christmas fast approaching, Lightyear comes bearing gifts with this latest release:
- Task Enhancements - Bringing the workflow into Tasks for more visibility and control
- Task Dashboard & Bulk Approval Task Reminders - Admin overview in Dashboards and easily trigger reminders for outstanding tasks
- Splitting Widget - This allows you to easily split your lines/entire bill to split coding based on % or $
- Edit Suppliers from Panel 2 - Update your Supplier details/rules while staying on your working document
- Bulk Supplier Export - Allows you to easily download your Supplier data from Lightyear via csv
- PO Prefixes - Create custom prefixes and set your starting number for POs
- New Users - An enhanced set up experience making it easier to get started
- New Sage Business Cloud Integration
Join our webinars
The gift that keeps on giving! Join us for our final feature release webinars of the year to see all of these new features in action and how you can get started today. Click below to book your preferred time slot. If neither suits, then sign up for any session to be sent a recording.
APAC
EMEA
But first, an important note:
We've recently changed our email domains so some of you might be missing out on our new release updates. To ensure you get updates on all the exciting features we have to offer, please whitelist our new email address/domain: support@lightyearap.com. Now, back to the good stuff...
Feature Releases & Updates
Task Enhancements
Task Requests just got another revamp! We now have the ability to reassign tasks to another user if you know who the task should be assigned to. You can also put documents 'On Hold' as a pending status and it will give everyone instant visibility that its been acknowledged. You'll also see the familiar options from the Approvals tab brought into the Task view, allowing approvers to Dispute and Email Suppliers for direct follow up! This mode of approval is becoming a fast favourite to keep processes simple, clean and automated.
Bulk Approval Task Reminders
Reminding users to action their outstanding tasks has just become a simple click. Click to send a reminder to a specific user, or to all users assigned a task, via the Account Dashboard. The users will receive an email reminding them of the number of outstanding tasks in their name and direct them to log in to Lightyear to action these. Now, sit back and grab a cuppa while the approvals start rolling in.
Splitting Widget
A long awaited feature, and it's finally here! If you've ever needed to split a line or a bill, say goodbye to calculating these manually. You can now split with ease based on either percentage or dollar value with our sophisticated splitting widget. This allows you to split your coding accordingly so you can attribute a percentage or amount to different GL codes or categories to get more accurate reporting insights.
Edit Suppliers in Panel 2
No more jumping in and out between Bills/POs and Suppliers. Look for the little green pencil in Panel 2. A new pop-up modal has been introduced into Panel 2 enabling you to edit your Supplier settings without moving away from the screen. This means you can continue working on your documents without interrupting your flow and set default rules on GLs, Departments, Approvers, Keyword Rules, etc. Think of the time saved jumping back and forth!
Bulk Supplier Export
Following our recent release of Bulk Supplier Uploads, we've heard a lot of requests for Bulk Supplier Exports via csv. This makes set-up easier by exporting all your Supplier information into a single csv, allowing you to fill in the blanks for any missing information. Making it easier for you to fill in the blanks for any missing information, existing Suppliers (or create new Suppliers while you're at it!), and then upload it back into Lightyear to your heart's content.
PO Prefixes
Need custom prefixes? Well, now you can create multiple PO prefixes. This allows you to select your desired prefix for when you create a new PO. You can use these to correspond with different sectors of your business e.g. LY-XXX vs PO-XXX. Or, if you've switched over from a different purchasing system, you can seamlessly transition to Lightyear continuing the same numbering convention by also defining your starting point. e.g. Select LY-10000 and your next PO raised will be LY-10000
Note: you can only define your starting number once, but you can create as many prefixes as you like.
NEW: Sage Business Cloud Integration
Announcing our latest integration with Sage Business Cloud! Sage Business Cloud + Lightyear is an award winning cloud accounting combination designed for small to medium-sized businesses. We look forward to helping those on Sage Business Cloud to transform their processes like you have all come to know and love. Watch this space as we continue to strengthen our partnership with Sage.
Sage Business Cloud is currently available to the UK, Ireland, USA & Canada regions.
What's Next?
Get ready to look forward to our next features:
- Create POs from Invoices / Copy an existing PO
- Create and update POs via csv import
- Instantly see which Tasks are pending with a new colour scheme
- Easier navigation between Suppliers with Next/Previous buttons to be introduced within Supplier Profiles/Product Lists.
And that's all we have for now~
Get set up on new features!
If you have any questions, need a hand getting set up or even feedback about any of the features, we'd love to hear your thoughts! You're welcome to reply/email support@lightyearap.com and one of our friendly team members will happily help you out.
Holiday Hours
As we bring 2021 to a close, we hope you will take the time to recharge with loved ones this holiday season, ready for the new year. With this in mind, Christmas Day, Boxing Day and New Years Day all fall on the weekends this year. Lightyear will have reduced coverage on the observed public holidays. i.e. 27/12/2021 - 28/12/2021 and 03/01/2022. This means that there may be delays in responding to map requests or support on these days. We will return to normal coverage from Tuesday, 4th of January, 2022.
From all of us at the Lightyear Team, we wish you all a very Merry Christmas and a Happy New Year.
