Adjust account values (Flexing)

Spotlight Forecasting lets you adjust amounts for multiple accounts by account category, or for just one account. Follow these steps:

  1. From the Customise Data tab go to the required section within the Profit and Loss tab. For example, Profit and Loss > Revenue.
  2. To adjust amounts for multiple accounts by account category [expand/collapse icon]
    1. Click the Adjust Accounts button on the top-right of the account section, for example ‘Adjust Revenue Account’.
      1. From the Select Accounts to Apply Rule to dropdown menu, uncheck any accounts you don’t want the flexing rule to apply to.
        To adjust amounts for an individual account [expand/collapse icon]
        Click the adjust button ‘=+’ in the applicable account data grid cell.
  3. Select All months in budget, forecast or scenario or choose your own dates to apply the adjustment to.
  4. Under the Amount to Adjust heading, select only one of the following adjustment options:
    • Apply fixed amount each month [expand/collapse icon] Populate your date range with the fixed amount you have entered.
    • Adjust by amount each month - previous month plus adjustment [expand/collapse icon] Apply your adjustment to the previous month’s amount as the starting point.
    • Adjust by amount each month - existing month plus adjustment [expand/collapse icon] Apply your adjustment to the existing month’s amount as the starting point.
    • Adjust by percentage each month - previous month plus adjustment [expand/collapse icon] Apply your adjustment to the previous month’s amount as the starting point.
    • Adjust by percentage each month - existing month plus adjustment [expand/collapse icon] Apply your adjustment to the existing month’s amount as the starting point.
    • Adjust as a percentage of trading revenue each month [expand/collapse icon] Adjust selected accounts by a percentage of trading revenue each month. Trading revenue has the report code REV.TRA. You can adjust the report codes by clicking on the cog wheel icon alongside the Accounts heading inside the grey panel.
  5. Add comments if required. These will appear under the History section on the Customise Data screen.
  6. Click Apply. Note: Applying the adjustment will overwrite any existing data, including data that has been updated as a result of other adjustments you’ve added. All of these flexing adjustments are one off adjustments.

Elsewhere in Help Centre:

Add, edit and delete an account

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