Note: Prior to export, please ensure you have your Rounding Account Code (Accountancy > Chart of Accounts) and Default Tax/Tax Free Codes (Accountancy > Tax Codes) set.
From the Signed Off tab in Access Capture by Lightyear, select the invoices you want to export and press the Export to Financials button. Any invoices that you have selected will begin to be exported to Access Financials.
When the export is in progress, you will see an Export in Progress label beside the documents being exported.
Once the export has successfully completed, the documents will move from Signed Off to Archive, and can be found in Access Financials.
Delay Exporting
If there is a delay exporting (after clicking Export the screen continues to try to process the export & shows a little spinning circle), it's good practice to check in Access Financials whether the invoices made it there or not. If they aren't in Access Financials you can try the export again, but not until you log out of Access Capture by Lightyear, close your page and re-open another. Please make sure you don't get impatient and try it repeatedly, just try once more.
If it's still happening please contact the Access Capture by Lightyear support team & we will investigate what's causing the problem.
On very rare occasions there can be a break in the network at a crucial moment or an error occurring, which causes the invoices to remain in your Signed Off tab, but the invoices actually do make it into Access Financials. This can happen because Access Financials did not send the trigger to us that it's received them, so we keep them in your Signed off tab. If this ever happens you will need to log a support case
Where to find Exported Documents in Access Financials
Once in Access Financials go to Creditors > Enquiries > Purchase Transactions. If you don't see your document, be sure to adjust the filters accordingly.
