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

  Working with the Task Manager
  What's new in Spotlight Forecasting?
  Select a data source
  Create a budget or forecast
  Enter your budget, forecast and scenario settings
  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

  Add a new page
  Comparison pages
  Profit & Loss Budget (Account Groupings)
  Balance Sheet Budget (Account Groupings)
  The Drivers page

Consolidations

  Consolidated Forecasting
  Exchange Rate Settings
  Consolidated Forecasting - Frequently asked questions
  Consolidated Forecasting - Eliminations

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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