Add, edit and delete an account

Spotlight Forecasting lets you manually add your own accounts. You can also edit and delete these accounts.

Note: To maintain the integrity of your budget, forecast or scenarios, any imported accounts cannot be edited or deleted. Accounts that were archived in your data source but still have amounts, will be displayed in a row with pink highlight.

From the Task Manager select the budget, forecast or scenario you’d like to customise. You’ll be taken to the Customise Data screen. To:

  • Add an account: Click Add Account, name your account and Save.
  • Edit an account name: Click the person icon, change the name and Save.
  • Delete an account: Click the person icon and Delete. Click Delete again.
  • Click the expand accounts icon (this looks like a wheel cog) to view and edit the:
    • Report Code: See Change your report codes.
    • Spotlight Display Name: Click in the field of your display name and make the required change.
    • Default Sales Tax Rate: Overwrite the default rate with the required rate.

Help elsewhere:

Change your report codes
Group accounts on your report
Adjust account values
Add and edit a Profit and Loss rule
Add Balance Sheet rules
Add a Cashflow Forecast adjustment rule
Edit and delete a rule

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