Spotlight Reporting Help Centre

Get started - learn the basics

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Settings

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

Import

  Excel
  Google Analytics
  MYOB AccountRight Desktop
  MYOB AccountRight Live
  QuickBooks Desktop
  Quickbooks Online
  Sage 50 Accounts
  The Spotlight Desktop Connector
  WorkflowMax
  Xero
  Troubleshooting Excel Import
  Troubleshooting MYOB Import
  Troubleshooting MYOB AccountRight Desktop Import
  Troubleshooting Sage Accounts imports
  Personal Wealth - Excel Import
  Personal Wealth - Manual Data

Customise Data

  Editing Data
  Lock Dates
  Budgets
  Report Codes
  Spotlight Display Name
  KPIs and Non-Financial
  Default KPIs and Targets
  Add KPI/Target accounts
  Default Non-Financial Accounts
  Add non-financial accounts
  Working with tracked budgets

Customise Layout

  Layout Settings
  Pages
  Charts
  Industry Templates
  Sample Reports
  Personal Wealth Templates

Complete

  Report Title
  Sharing a Report

Consolidations

  Consolidation in Spotlight Reporting
  Multi currency / Foreign exchange rates and options
  Inter-company eliminations within Reporting
  Product for Consolidation
  Profit and Loss Analysis (new)
  Categories
  Entity Analysis (Account Groupings)
  Entity Balance Sheet (Account Groupings)

Common questions

  Top questions

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