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Setting up your organization
Navigating the Light dashboard
Go-live readiness
What is Light?
Quick-start checklist
Creating your account
Connecting your first bank account
Adding team members and roles

Tax and VAT Configuration
Custom Properties (Dimensions)
Fiscal Year and Accounting Periods
Chart of Accounts Setup
Managing Entities
E-invoicing and Peppol
Company Policies
Notification Preferences
Currency Settings

Inviting and Removing Users
Two-Factor Authentication and Security
User Roles and Permissions Overview
Setting Up Approval Workflows
Understanding and Managing Workflow Automation
Audit Log and Activity History

Reconciliation Automation Rules
Reconciliation History and Reports
Automated Bank Reconciliation
Importing Bank Transactions
Setting Up Bank Feeds
Connecting Bank Accounts
Resolving Discrepancies
Multi-Currency Reconciliation

Clearing, FX Gain/Loss, and CTA
Year-End Closing Entries
Closing Periods and Month-End Close
Multi-Entity Ledger Management
Immutable Ledger and Audit Trail
Deferred Entries (Accruals and Deferrals)
Creating Manual Journal Entries
Viewing and Searching Journal Entries
Accounting Document Types and Lifecycle
Intercompany Documents
FX Revaluations
Understanding Light's General Ledger

Accounts Receivable Overview
Revenue Schedules and Deferred Revenue
Multi-Entity AR Operations
AR Aging Reports
Setting Up Customers and Contacts
Creating and Managing Contracts
Products and Pricing
Invoice Generation and Customization
Invoice Templates
Sending Invoices and Payment Reminders
Tracking Payments and Outstanding Balances
Customer Credit Notes

AI-Driven Invoice Data Extraction
Vendor Portal and Magic Links
Entering and Ingesting Bills
Bill Approval Workflows
Accounts Payable Overview
Adding and Managing Vendors
Vendor Credit Notes
AP Aging Reports
Multi-Entity AP Operations
Purchase Orders and Procurement
Employee Reimbursements
Multi-Currency Payments
Scheduling and Executing Payments

AI Receipt Categorization
Expense Approval Workflows
Setting Up Light Cards (KYC)
Expense Management Overview
Apple Pay and Google Pay
Expense Policies and Spending Limits
Expense Reports and Analytics
Submitting Expenses via Slack
Submitting Expenses via Teams
Submitting Expenses via Email
Mobile Receipt Capture
Reimbursement Workflow
Issuing and Managing Corporate Cards
Virtual Cards

Tax Compliance — AvaTax (US)
Revenue Recognition Rules Overview
Accruals, Prepayments, Deferred Revenue, and Depreciation
ARR Tracking and Reporting
E-Invoicing Compliance (Peppol)
Tax Compliance — HMRC (UK) and VAT
Multi-Currency Revenue Recognition
Configuring Releases: Depreciation, Prepayments, Deferred Revenue
Audit-Ready Record Keeping

Profit and Loss
Cash Flow Statement
Trial Balance
Tables and Pivot Reports
Multi-Entity Consolidation
Multi-Currency Consolidation
Real-Time Dashboards and KPIs
ARR and SaaS Metrics
Custom Reports and Filters
Budget Scenarios
Exporting and Sharing Reports
Reporting Overview
Balance Sheet

AvaTax Integration (US)
API Access and Custom Integrations
Bank Integrations Overview
Integrations Overview
AvaTax Integration (US)
Data Migration from QuickBooks
Cutover Fundamentals and Execution
Data Migration from E-Conomic
HMRC Connection (UK)
HRM Integration (Finch)
Airwallex Integration
Stripe Integration
Microsoft Teams Integration
Slack Integration
HubSpot Integration
Salesforce Integration
Data Import and Migration Tools

AI Invoice Data Extraction
AI Receipt Capture and Categorization
How Light Uses AI
AI Invoice Data Extraction
AI Receipt Capture and Categorization
Light Command Interface (LCI)
AI-Assisted Reconciliation
Natural Language Q&A in Slack
AI-Powered Data Cleaning

Data Encryption and Storage
Light's Security Architecture
Data Retention and Deletion
Compliance Certifications
Access Controls and SSO

Bank Connection Troubleshooting
Contacting Light Support
Data Import Errors
Integration Sync Issues
Common Issues and Solutions

API Documentation Contact Support

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AI Symposium
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Platform

Accounts Receivable
Accounts Payable
Vendor Management
Command Interface
Virtual Cards
Expense Management

Resources

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API Documents
Blog
Glossary
Help center
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Compliance

Security
Privacy Policy
Terms of Service
Sarbanes-Oxley Act
Data Processing Agreement

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