Learn to use the Report Cover option in Spotlight to personalise report covers with your company's brand.
Reporting
forecasting
dashboard
Multi
Sustain
Practice Settings - Import
Learn how to change practice settings, practice names, practice logos, and practice colours.
Reporting
forecasting
dashboard
Multi
Sustain
Organisation Settings - Import
Learn to navigate Organisation Settings, Report History, Catergories/FX, Entity Names and Forumla Gallery.
Reporting
forecasting
dashboard
Multi
Sustain
Forecast Schedules - Settings
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.