Reassign a rule to a different account

Spotlight Forecasting lets you reassign a rule to a different account in your forecast and scenarios.

Reassign Balance Sheet rule

To reassign a Balance Sheet rule to a different account, follow these steps:

  1. From the Customise Data tab click Balance Sheet and expand the applicable account category, for example, Current Assets.
  2. Click on the rule button beside the account it currently applies to.
  3. Select the account you now want to apply your rule to, from the Select Account to Apply Rule to dropdown menu. The rule will now apply to this account.
  4. Click Next.
  5. If required, add a note.
  6. Save Rule.

Elsewhere in Help Centre:

Edit and delete a rule
Add and edit a Profit and Loss rule
Edit a Balance Sheet default rule

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