Getting started
User guides
63 articles
- Access Financials Integration Setup Guide
- Send a document
- Users & Permissions
- Auto Flagging of Duplicates
- Invite your team
- VAT rounding differences on invoices
- Export invoices to Access Financials
- Archive and Reporting
- Multi Factor Authentication (MFA / 2FA)
- Smart Extract+ overview
- Get started with Capture by Lightyear
- Smart Extract+ Supplier Extraction Rules
- Logging in for the First Time
- My Profile
- Splitting, Grouping and Reordering Documents
- Smart Extract+ Processing
- Smart Extract+ Bank Details
- Smart Extract+ Credit Notes
- Tell your Suppliers what to do
- Customise your settings
- The Panels Explained
- Fixed Audit Trail
- Dashboards
- Paperclip
- Tax Office Compliant Storage
- Documents are not being exported
- Smart Extract+ Additional Custom Fields
- Smart Extract+ Tax Rates
- Extraction methods
- Smart Extract+ Company Settings
- Smart Extract+ Footer Fields
- Splitting and grouping documents
- Line item data extraction
- Processing Tab
- Automatic Mapping
- Tips and tricks
- Manual Entry
- Tax Rates - Override Tax Rate and Supplier Rate Differs
- Deleting a document
- Utility Bills
- Whitelisting our SPF records/IP addresses
- Splitting Widget
- Grouping Line Data
- Redirect vs Auto Forwarding your AP emails
- Instant messenger and notifications
- Extracting Data from Bills that are Scans
- Emailing your Suppliers
- Re-Export or Unarchive Invoices
- Bank Details Checker
- Handling foreign currency documents
- Making your CSV file not change your data when opening in Excel
- Leaving notes on a document and tagging someone
- Choose where files download
- Redirect Document Uploads to Child Accounts
- Disputed tab
- Expanding the view of document details
- Adding to a Safe Senders list
- Bills with 'scrambled' metadata
- 100% Accurate data extraction
- I cannot export Reverse Charge transactions
- Printing or downloading documents
- The currency assigned to a map
- Disregard Map