Learn how Spotlight completes multi-currency conversions when working in a multi-currency consoldated reprorts.

This video shows how to bring data directly into Spotlight from Xero (including Xero Cashbook and Xero Ledger).

Learn how to customise the standard Spotlight charts - change titles, date ranges, chart types and colours!

Learn what you can do on the Customise Data Screen

Learn how to customise the standard Spotlight charts - change titles, dates ranges, chart types and colours.

Report codes are automatically assigned to each data import. Navigate report codes within the Customise Data grid.

Learn how to automatically adjust your reports to account for intercompany transactions in Spotlight.

This video explains how customise your report layout and content.

Learn to change the Spotlight Display Name, when you work in the Customise Data tab.

Learn to navigate balance sheet customisations from balance sheet analysis, group balance analysis, enitity Balance sheet analysis.

The Balance Sheet Analysis (Account Groupings) page provides more flexibility and customisation options for better readability and analysis of reports.

This video explains how to import and work with new tacking, class and location level budgets in Spotlight.

Learn to add KPI accounts, non financial accounts, and edit or remove accounts.

Spotlight has has over 100 different sample charts for you to choose from when building your reports. If we don't have the chart you're looking for, you can easily build your own.

How to create or import a budget in Forecasting

Learn how to copy an existing budget or forecast

Learn to navigate Tax Expense Provison.

Learn how to build reports on specific measures or KPIs as part of your forecast.

Learn to do one-off adjustments adjustments for a single account, or for multiple accounts in the account category.

Learn how to record your asset from the Non-Current Asssets section of the Balance Sheet.

Learn to set up drivers to enter business inputs which drive your forecasts.

With the forecast Schedules option you can select and set up schedules to accurately reflect when sales tax, payroll deductions and other employer taxes are paid.

Learn to set dynamic rules to adjust accounts based on a formula - for example to set a Cost of Sales account to automatically be a percentage of a revenue account, or to calculate budgeted revenue based on your unit price drivers.

To how to navigate differing accrual and cash timings.

Learn to record loans using the loan amortisation rule.

Learn to use the Income Tax rule to chnage the income tax rate (if required), factor non-deductible items and adjustments into the income tax calculation, and enter any losses brought forward from a previous tax period.