Reassign a rule to a different account
Spotlight Forecasting lets you reassign a rule to a different account in your forecasts.
Reassign Balance Sheet rule
To reassign a Balance Sheet rule to a different account, follow these steps:
- From the Customise Data tab click Balance Sheet and expand the applicable account category, for example, Current Assets.
- Click on the rule button beside the account it currently applies to.
- Select the account you now want to apply your rule to, from the Select Account to Apply Rule to dropdown menu. The rule will now apply to this account.
- Click Next.
- If required, add a note.
- Save Rule.
Elsewhere in Help Centre:
Edit and delete a rule
Add and edit a Profit and Loss rule
Edit a Balance Sheet default rule