Lightyear's Full Feature List

Allow your team members to Create detailed purchase orders for Services and/or Products,  from your suppliers item's catalogue.

Lightyear’s automated approvals workflow routes Purchase Orders to the correct Approver, seamlessly without user input.

Lightyear sends your purchase order directly to your suppliers email address for one click acceptance.

See immediately when a supplier has accepted and instantly see the status of 

your order.

Keep track of your received and outstanding stock via Lightyear's ‘GRN’ feature. 

Automatically 3-way match your purchase order with your GRN and your suppliers bill. 

Automatically send approval tasks to users based on the amount of the Purchase Order raised.

Upload Purchase Orders from third party systems to be extracted and matched to invoices in Lightyear.

When Ordering, automatically BCC the user who Created or Ordered the PO, or a specific set of users.

Enter a custom prefix for the Purchase Order Number to be used when POs are created within Lightyear. Multiple Prefixes can be created and used.

Import multiple Purchase Orders or Goods Received Notes from one CSV file.

Restrict User Visibility within the Purchase Order Workflow, allowing them to only see the POs they create.

Smart Extract+, Lightyear's AI data-extraction engine extracts data in real-time, handling a variety of documents including bills/invoices, credit notes, receipts and sales orders.

Summary and line-item data extraction from difficult documents including hand-written, poorly scanned, or low quality documents and images.

Lightyear extracts data from image-based docs using AI technology in 15 seconds or less.

Lightyear extracts line-item data from receipts in 15 seconds or less.

Extract data from True PDFs or Scanned Images of Statements for reconciliation within Lightyear.

Manually enter bills that aren't able to have data extracted from them, such as hand-written bills, dockets or receipts. 

Automate coding at a supplier, bill, line or product-level - the choice is yours.  Set rules for key-words or product codes to drive coding rules.

Compare each lines' product code with your supplier's agreed price list, flagging any that are overcharging to you.

Process bills from overseas suppliers, whatever currency they use. 

Lightyear cross-checks extracted data against bill total to ensure data accuracy.

Robust approvals process that can be customised to allow 1,2 or 3 different levels of approval.

Remove the approval process entirely and export from the Approvals tab, no need for any approval on documents.

Lightyear Departments restrict users to only view and approve bills that are relevant to them. 

Send approval tasks to other Lightyear users, or even to external persons via email.

Send approvals to up to 8 users based on the value of the invoice, set at a company level or per supplier.

Automatically redirect approval tasks to another user when you're on annual leave.

Automatically route bills to managers for secondary approval on a per-bill or per-user basis.

See exactly who did what, and when, on every bill. Leave permanent notes for other users on specific bills. 

Move bills to your 'Disputed' tab temporarily as the dispute is resolved. 

Our unique 3-panel layout gives you all the information you need on 1 screen (or switch to a 2-panel view).

Automatically alerts you to any duplicate bills that may already be in your approval workflow. 

Attach supplementary documents to a bill e.g. delivery dockets, POs, contracts etc.

Receive notifications via email, in browser or in mobile app whenever there is a new approvals request.

You can email yourself a copy of the original bill by selecting 'Email to Me', or simply download from the browser. 

Users can collaborate on a bill via notes function, or simply leave notes for yourself.

Manually split a single invoice line into multiple, based on a percentage or amount.

Start typing in the Product Code or Description fields and we'll suggest items on each line, based on your Product List.

Apply a filter based on suppliers, departments, GL codes, approver, or status to find the invoices you're looking for.

Group line items based on GL Code for export. Rather than exporting 100 lines to 1 GL code, export the 1 line instead.

Snap photos of your receipts (or bills) and upload them to your Lightyear account. 

Approve, dispute, un-assign, re-assign, place on hold or reject bills while you are on the go.

View and reply to any notes or mentions straight from the mobile app.

Apply a GL code, Category, Tax Code, Approver or Department to an invoice based on the supplier.

Import all suppliers through one CSV. Upload as much or as little information as you need.

Flags fraud detection by checking the extracted bank details on an invoice against your own records.

Set a GL Code, Category and Default Approver on an invoice if a specified word appears on the invoice

Select a Supplier as a PO Supplier to enable use when creating a PO. Suppliers not selected will be hidden from view

Accidentally deleted a supplier? Started to use an old supplier again? Delete and Reinstate suppliers as needed within your account. 

Store your supplier invoices for up to 7 years depending on your country. 

Store all your supplier statements for up to 7 years in the Lightyear cloud. 

All your document data (including document image) accessible from anywhere. 

Search by supplier, GL code, amount, category, keywords etc, or a combination of all.

Lightyear is tax-office compliant, giving your and your auditors peace of mind.

Export Line Item or Summary Data to a CSV to gain deeper insights into information held in Lightyear.

Save pre-existing or customs reports as Favourites to easily find and run reports as you need.

If our Pre-Existing Reports don't hold the information you need, create and save your own using our search parameters.

Lightyear matches the content of the supplier statement with the documents in your Lightyear account.

Missing documents are flagged, and with one-click Lightyear emails the supplier, asking for a copy.

Scan or picture receipts on-the-go with your mobile device for instant extraction of data.

Create personalised Expense Reports to consolidate receipts.

Create approval workflows based on employee or value to be automatically routed to the appropriate approver.

Schedule employee reimbursements for a future date to ensure no payments are missed.

Send notifications to employees on the status of their claim ensuring they are kept up to date.

View any Tasks your have received or that you have sent to your colleagues.

@mention any other users to notify them of any questions, comments or things you would like them to do. 

Each user has a dedicated Notifications Feed for any mentions or approval requests. 

Give users different levels of access depending on what they need to do in Lightyear. 

Set user specific permissions to customise what they can do in the Bill Approval Workflow.

Set user specific permissions to customise what they can do in the Purchase Order Workflow.

Extra roles which can be added to Approval Permissions to give users additional abilities within Lightyear.

Enable Multifactor Authentication to add an extra layer of security an entire account, or set per user.

Upload a photo to your avatar so people will instantly recognise you in app.

2-way sync. Data created in Xero will transfer across to Lightyear, and vice-versa. 

Send attachment to Xero.

Transfer Supplier information, including Default Coding, Currency, Bank Details from Xero to Lightyear in one click. Automatically update Lightyear Suppliers with this information

2-way sync. Data created in QuickBooks Online will transfer across to Lightyear, and vice-versa.
Send attachment to QuickBooks Online. 

Transfer Supplier information, including Default Coding, Currency, Country details from QuickBooks Online to Lightyear in one click. Automatically update Lightyear Suppliers with this information

2 way sync. Data created in NetSuite will transfer across to Lightyear, and vice-versa.

Send URL of the invoice to NetSuite.

BFN - Built for NetSuite

Send attachment to MYOB.

Transfer Supplier information, including Default Coding, Currency, Bank Details from MYOB AccountRight and MYOB Acumatica to Lightyear in one click. Automatically update Lightyear Suppliers with this information.

2 way sync. Data created in Sage Business Cloud will transfer across to Lightyear and vice versa. 

Send attachment to Sage Business Cloud.

Transfer Supplier information, including Default Coding, Currency, Bank Details from Sage Business Cloud to Lightyear in one click. Automatically update Lightyear Suppliers with this information.

2 way sync. Data created in Sage Intacct will transfer across to Lightyear and vice versa. 

Send attachment to Sage Intacct.

Transfer Supplier information, including Default Coding, Currency, Bank Details from Sage Business Cloud to Lightyear in one click. Automatically update Lightyear Suppliers with this information.

2 way sync. Data created in AccountsIQ will transfer across to Lightyear and vice versa. 

Send attachment to AccountsIQ.

Choose between 2 different types of integration - Batch or Item, depending on how you use AccountsIQ.

Detailed CSV exported from Lightyear formatted to match the Fuelsoft import requirements. 

Upload your Fuelsoft details into Lightyear easily with a simple CSV.

Detailed CSV exported from Lightyear formatted to match the WCBS import requirements. 

Upload your WCBS details into Lightyear easily with a simple CSV.

Detailed CSV exported from Lightyear formatted to match Sage's import requirements. 

Upload your Sage details into Lightyear easily with a simple CSV.

Create a custom CSV formatted spreadsheet that can be uploaded to any accounting software that can accept an imported file. 

Export stock data to any third party inventory system that accepts a CSV upload. 

Create a single Standalone account for single business owners.

Create a Parent company with all your brands/locations/subsidiaries/divisions as Child accounts.

From a parent account, assign a user to any number of child accounts.

Parent accounts cover the usage cost of Child accounts, giving you the simplicity and efficiencies of one bill/plan.

To export a bill, process a statement or create a Purchase Order you need 1 credit.  Credits are purchased as part of monthly recurring plans.

Larger businesses can purchase credits in bulk (in advance) and use them over a 6-month duration. 

The more credits you use/buy, the cheaper the cost of a credit becomes - volumetric discounts are built-in. 

Add as many users as you need to your account at no extra cost. 

As we have offices in Belfast (UK) and Sydney (AU), we are able to offer support 24 hours a day, 5 days a week.

Best in class support - contact us via live-chat, phone, email and ticketing. 

We offer a comprehensive knowledge-base on all our features, with deep links from every page in Lightyear. 

We offer a white-glove Let's Get Going service to assist you getting started with Lightyear.

Improve the security of your account with advanced multi-factor authentication through a mobile authentication app.