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Cashflow Forecasting for Client Financing

If you are preparing a cash flow forecast to help your client obtain financing, use Spotlight Forecasting and in particular the new loan rule to prepare a full 3 way forecast.

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The power of Xero + Spotlight Reporting app

Here’s the ultimate list of reasons why Xero accountants should connect to Spotlight Reporting:

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Top 12 Spotlight Reporting features & benefits

We’ve recently asked our power users for their most popular Spotlight Reporting features and how they utilise them to deliver maximum value. Here’s a list of the Top 12 Spotlight Reporting...

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MYOB AccountRight Desktop + Spotlight integration is live

Here’s some great news for accountants who need more reporting options for their MYOB clients. You can now import actual and budget data from your MYOB AccountRight Desktop file straight into...

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Xero HQ + Spotlight integration is now live

You can now connect Spotlight Reporting to your Xero HQ account to become more proactive with servicing your clients using your two favourite apps. Once connected, you can set up alerts in...

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Action Planning for client success

When I designed the first Spotlight Reports, I usually included an Action Plan to close the circle between great data analysis and goal-setting. I'm delighted that our new Action Plan release...

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Product update: Updating budget data and Five year forecasts

Regular cash flow forecasting can mean the difference between business success or failure. Our latest Spotlight Forecasting update allows you to update budget data without resetting existing...

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Cash management made easy with Forecasting Tax Payment schedules

We've improved Spotlight Forecasting through the introduction of Forecasting Schedules. As there are different GST, VAT, and payroll tax options available to companies, there are also various...

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