Spotlight Forecasting Help Centre

Get started - learn the basics

Ready to find out more? Take a look at our advanced video.

Forecasting

  Get Started With Spotlight Forecasting
  Create an audit trail

Settings

  Practice Settings
  Customising Report Covers
  Users
  Billing
  Organisation Settings
  Practice Branding
  Location & Internal ID
  Formula Gallery
  Forecast Schedules
  Invite Customer Care
  Security options
  Two-step Authentication

Create and edit a budget, forecast and scenarios

  About the Task Manager
  Create a budget, forecast and scenarios
  Enter your budget, forecast and scenario settings
  Select a data source
  Update your actuals or budget
  Select which data to use
  Customise your budget, forecast and scenario data
  Add, edit and delete an account
  Adjust account values - One-off adjustments
  About the Profit and Loss
  Edit the Income Tax Expense rule
  Edit the Wages rule
  Add and edit a Profit and Loss rule
  About the Balance Sheet
  Edit a Balance Sheet default rule
  Create a Balance Sheet rule
  Number of Balance Sheet rules per account code page
  About the Cashflow Forecast
  Apply a Cashflow Forecast adjustment
  Edit and delete a rule
  Reassign a rule to a different account
  Adjust account values - Dynamic rules
  Dynamic rules - Troubleshooting
  Add and edit the Loan Amortisation rule
  Add and edit drivers
  Add and edit KPIs & Covenants

Customise Layout - Spotlight Forecasting

  Comparison pages
  Profit & Loss Budget (New)

Consolidations

  Consolidated Forecasting
  Exchange Rate Settings
  Consolidated Forecasting - Frequently asked questions

Share and export a report

  Customise your report layout and content
  Preview your report
  Export a copy of your report
  Share your report
  Example Report

Common questions

  Top questions
  Reducing payroll tax payments
  Differing accrual and cash timings
  Recording Shareholder/Director drawings
  Recording a fixed asset purchase
  Inventory entries
  Adjusting provision for taxation
  Using the non-cash rule
  Bank Rule
  Loan Repayments
  Accounts Payable and Accounts Receivable rules
  Moving rules and journals to a different Balance Sheet account
  Cashflow Forecast - Other Flows

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