Release Notes

We are regularly updating and improving the Spotlight products. Major releases are generally made every 4-6 weeks. The following list shows major updates to the products however other performance tweaks, design enhancements and bug fixes released during 4-6 week cycle have not been included in the list.

 

August 2017

Forecasting

  • Users can now reimport budgets from their accounting system into their forecast while retaining forecast rules and settings.
  • Users can now create five year forecasts.

  

May 2017

Forecasting

  • Users can create their own tax schedules for calculating sales tax (GST, VAT) and employment tax (PAYE, PAYG, KSR, SUPER, NI) payment dates.

 

April 2017

All Products

  • MYOB AccountsRight Live integration

 

January 2017

All Products

  • New Formula Gallery for sharing and managing formulas across the practice and organisations
  • New "Select and Edit" button in the chart gallery modal for quicker chart editing navigation
  • New "Formula" tab for previewing and selecting formulas in charts

Reporting, Dashboard & Multi

  • Import QBO classes and locations

 

November 2016

All Products

  • Users can now hide archived accounts from the Organisation Settings page
  • Excel reports now download as excel workbooks (.xlsx)

Reporting & Multi

  • Six new Profit & Loss reporting options - current vs orig budget / current vs last year / next,current and last 2 periods as two monthly or quarterly options

Reporting

  • New cash flow statement page


 

October 2016

Multi

  • New Anonymised Rankings page
  • Automatically anonymise franchisee names or enter custom names in Organisation Settings page

 

September 2016

All Products

  • Redesigned Organisation Settings page

Reporting, Forecasting & Multi

  • New UK format Balance Sheet reporting option

Reporting & Multi

  • New industry templates for dairy, hospitality and livestock organisations


 

August 2016

Reporting

  • Automatically eliminate intercompany accounts in consolidated reports
  • New summary and detailed elimination reporting options in the Profit & Loss and Balance Sheet pages
  • FX Reserves account row to balance Balance Sheet for FX differences on conversion
  • New FX options including monthly average and user defined rates


 

July 2016

Reporting & Multi

  • New ‘Other Content’ page for adding images/PDFs into Spotlight Reports
  • New industry templates for retail, professional services and SaaS organisations


 

 

June 2016

All Products

  • New quarterly and annual chart options
  • Reorder charts by dragging and dropping
  • Add or delete charts from pages
  • Update design of pages in Customise Layout tab


Forecasting

  • New depreciation and non-cash rules
  • ‘Bank (in credit)’ report code for displaying overdraft and credit card accounts under current liabilities


 

February 2016

All Products

  • Re-designed Client Dashboard with global search and filtering options
  • Categorise organisations by Location and Internal ID
  • Moved Delete Organisation button to Organisation Settings page
  • New user roles - Partner and Read Only


 

December 2015

All Products

  • New Help Centre

 

September 2015

Forecasting

  • Released Forecasting v2
  • Full 3-way forecasting
  • Scenarios for ‘What if’ planning

 

April 2015

Dashboard

  • Two new dashboard layouts - Resilience and Performance
  • Re-fresh of Classic dashboard design
  • New colour palette option in Classic layout

Reporting

  • New ‘Tracking current month’ column in Profit & Loss report - shows the current month performance of Xero tracking categories


 

January 2015

All Products

  • Customise Layout thumbnails have been re-designed
  • Performance improvements to thumbnail previews

 

December 2014

All Products

  • New formula builder for custom charts
  • Redesigned chart settings page
  • More colours in chart colour palette
  • Ability to set default report titles in Practice Settings
  • Emails sent through Spotlight display the Practice logo
  • Title font size in Executive Summary can be changed
  • Option to restrict which users can save/delete templates
  • Support for additional currency - Cayman dollars
  • Bug fixes


 

September 2014

All Products

  • Integration with QuickBooks Online
  • Support for additional currencies - Israeli Shekels, Pakistani Rupee, Polish Zloty, and Sri Lankan Rupee
  • Bug fixes

 

June 2014

All Products

  • Major update to Executive Summary page
  • Bug fixes

Executive Summary Updates

  • Redesigned interface
  • Drag and drop topics to re-order
  • Ability to rename sections and topics
  • Ability to add sections
  • New text formatting options (bold, underline, numbered and bullet point lists)
  • Insert graphics into text boxes
  • Auto-text and tag options for automated text created

Reporting & Multi

  • Detailed Equity section breakdown available in Balance Sheet report


 

April 2014

All Products

  • Email multiple people their report straight out of Spotlight
  • New ‘Current Month’ option in the X Axis menu for charts

Reporting & Multi

  • New Preview tab for reports
  • EBITDA reporting option added to Profit & Loss report
  • New EBITDA and EBIT charts
  • More customisation options in the Profit & Loss report - hide/show specific lines, change names of sub-total and total lines
  • Tracking category names can be abbreviated
  • New ‘This month vs this month last year’ column in Profit & Loss report - compares the current month against the same month last year and shows variances
  • New ‘Projection vs last year’ column in Profit & Loss report - compares the projected totals for the current year against full year result last year and shows variances

Reporting

  • SR Groups consolidation increased to 20 organisations

Forecasting

  • New Preview tab for reports

 

January 2014

All Products

  • Redesigned Customise Data tab
  • Ability to create custom Pie charts
  • Ability to add trendlines to custom charts
  • Bug fixes

Reporting & Multi

  • Import tracking data and filter report, page or chart by tracked item
  • New ‘Current and last 3 two-month period’ column in Profit & Loss report - compare last two months of actuals against the last 3 two-month periods
  • Reorder pages simply by clicking and moving the page icons on the Customise Layout page
  • Categorise consolidated organisations/franchisees by location, region, product etc and then filter reports, pages or charts by these categories

Reporting & Dashboard

  • Import tracking data and filter report, page or chart by tracked item

Forecasting

  • Reorder pages simply by clicking and moving the page icons on the Customise Layout page

 

September 2013

All Products

  • WorkflowMax Integration
  • Performance improvements
  • Bug fixes

 

August 2013

All Products

  • Google Analytics Integration
  • Refreshed user interface
  • Bug fixes

 

May 2013

All Products

  • Ability to save report templates and apply to other organisations
  • Support for additional currencies - Arab Emirates Dirhams, Brazilian Real, Indonesian Rupiah, Philippines Pesos plus more
  • Bug fixes

Reporting & Multi

  • New ‘Projections Analysis’ column in Profit & Loss report - compare this year actuals plus projections against the original budget
  • New ‘Year End Analysis’ column in Balance Sheet report - compares current month position against position at last year end/balance date

Reporting

  • Entity Balance Sheet Analysis report added to Groups

Dashboard

  • Spotlight Dashboard now works on iPads and other mobile devices

 

February 2013

All Products

  • Import financial, non-financial and KPI data into Spotlight using Excel
  • Business edition subscription for all products
  • Support for additional currencies
  • Bug fixes

 

November 2012

All Products

  • Bug fixes

Reporting & Multi

  • New ‘Current, Budget and Variance’ column in Profit & Loss report - compare current month actuals against budget
  • New ‘Current and % of Revenue’ column in Profit & Loss report - compare current month and last month actuals against revenue
  • New charts - Debt to Equity, Interest Coverage, Return on Net Assets, Debt Burden, Return on Capital Employed

Multi

  • Spotlight Multi released! Consolidate 500 organisations, rank them, report on under-performers, benchmark against KPIs in visual scorecard and more....

 

May 2012

All Products

  • New website
  • Added Foreign Exchange currency support
  • Bug fixes

Reporting

  • Ability to consolidate multiple organisations into one report

 

Earlier Updates

  • Spotlight Dashboard released
  • Spotlight Forecasting released
  • New charts and report pages
  • Design tweaks
  • Bug fixes

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