Editing Data

CD screen

 

After you have imported the data, click on the “Customise Data” screen. Here you will see a grid with all the data imported from your accounting system.

We recommend making most changes in your accounting system, then reimporting updated data into Spotlight. The data grid is single entry which means that a double entry journal is not created when editing values in the data grid.

Click on the cell you want to edit and then enter the updated figure.

Once you move or exit cells, the data is automatically saved, there is no need to manually save.

 

Report Date

 

The report date is used to set the current month for the report. Actuals will be shown on the Customise Data grid until this date and Budget values for months after this date.

Report date customise data grid

 

See Report Date for more information.

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