Spotlight Forecasting Help Centre

Get started - learn the basics

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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

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

Customise Layout - Spotlight Forecasting

Comparison pages

Profit & Loss Budget (New)

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

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

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