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

Import data from QuickBooks Online into Spotlight.

Learn to sync and import up to date MYOB data.

Learn to use the Excell Import function to import any financial or non-financial data.

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

How to create or import a budget in Forecasting

Learn how to copy an existing budget or forecast

Feature specific KPIs, values from individual accounts, or display the result of any other calculation

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

Build an insight-driven report in minutes with our expertly-crafted templates

Learn to navigate our three layouts in Spotlight Dashboards - Classic, Resilience, and Performance.

How to create or import a budget in Forecasting

Learn how to copy an existing budget or forecast

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

Learn to record loans using the loan amortisation rule.

Learn how to copy an existing budget or forecast

Getting Started with Spotlight Forecasting in 30 mins.

Learn to navigate Tax Expense Provison.

Learn to navigate comparison pages in Spotlight Forecasting, show figures from your budget and forecast tasks side-by-side on a single page.

Want to see Consolidated Forecasting in action? Check out this quick fire demo.

Learn how to use Multi's for Franchises, Not-for-Profits and other industry groups

Learn to navigate consolidated forecasts brings together the information from individual forecasts you've created, and learn to set up all of the individual forecasts you need.

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

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 use the Report Cover option in Spotlight to personalise report covers with your company's brand.

Learn to navigate Organisation Settings, Report History, Catergories/FX, Entity Names and Forumla Gallery.

Learn how to change practice settings, practice names, practice logos, and practice colours.