Add non-financial accounts

When you create your own non-financial accounts in Spotlight, you can import them via Excel or create the account directly in Spotlight. 

Import accounts via Excel

  1. From the Import tab, click the Excel option and download the import template.
  2. Open the template and in the Non Financial tab, enter the name and account type of each account.

    • Account name - Column A - This is the account name you want to appear on your Spotlight reports.
    • Account type - Column B - This should always be Non-Financial.
  3. Enter the required dates in the format mmm-yy into column C onwards.
  4. Enter your actual values into the corresponding months from column C onwards. 

    Note: You should enter the month-end value. 

  5. In the Non Financial Targets tab, enter the same account names and type you used in step 2.
  6. Enter the required dates in the format mmm-yy into column C onwards
  7. Enter your target values into the corresponding months from column C onwards. 

    Note: If required, you can enter future targets. These will appear in Spotlight in yellow, as with financial budgets.

  8. Open the Non Financial tab, and enter the actual results as of each month.
  9. Save the Excel workbook on your computer.
  10. Open Spotlight, then from the Import tab click Choose file.
  11. Browse to and select the saved file, then click Open.
  12. Once the file uploads, to complete the process click Import.

Note: Once the import is complete, if any errors are reported please check the error message and correct any issues before re-importing the Excel file.

If any accounts have not been mapped correctly, you can change the Report Code in the Customise Data tab to correct the mapping.

Create a new account in Spotlight

  1. From the Customise Data tab click Non Financials.

    Note: Spotlight already contains some default non-financial accounts. These are already set up for you, and appear on some default charts.

  2. Click Add Account, then enter a name for the new non-financial account and click Save.
  3. Find the new account within the data grid and enter the actual and target values for the account.

 

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