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

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

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

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

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

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

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

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

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

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

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

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

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

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

API Documentation Contact Support

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