Say Hello to Cash Basis Reporting

Today, we’re bringing Cash Basis Reporting to the next level in Spotlight Reporting with a new cash basis Profit & Loss Report, and Cash Basis Report Template. Read on to find out more.

As a trusted advisor, it’s your job to share valuable insights to support clients’ businesses as they grow. At Spotlight Reporting, it’s our job to ship new features that help you do exactly that. Which brings us to today: we’re delighted to bring Cash Basis Reporting to life to help you keep tabs on your clients’ cash flow.

A 10-second Accrual vs Cash Basis refresher

Cash Basis accounting recognises revenue and expenses only when money changes hands, but Accrual accounting recognises revenue when it's earned, and expenses when they’re invoiced (but not paid). Simple. Now, let’s get to the good stuff 👇

What’s new in Spotlight Reporting?

Cash Basis Profit & Loss Analysis

The Profit & Loss page is a simple way to summarise business income and expenses during a specific time. It’s key to understanding and managing your clients’ financial health. Use the new Cash Profit & Loss Analysis page to get the big picture of your clients' cash flow, right down to the nitty-gritty details.

Cash Basis Template

​​Starting from scratch can be overwhelming… but don’t worry, we’ve got your back with the new Basic Cash Template. When the Basic [Cash] template is selected, the following pages will display in your report:

  • Your branded cover page.
  • The new Profit and Loss Analysis [Cash] with Account Groupings.
  • Cash Profiler to keep tabs on cash flow.

Getting Started with Cash Basis Reporting

Getting started with the new Cash Basis updates couldn’t be easier. Here are two resources to get you going:

  1. Take a read of our quick step-by-step guide
  2. If you’d prefer to watch a video, here’s a video run-through:

If you're looking for Profit & Loss with Display Names, click here.

Ready for Cash Basis Reporting? Log in to Spotlight Reporting or start a free trial.

We’re excited about our latest release and we hope you are too. Good or bad, we’d love to hear your feedback, so please email

Ready for a test drive? Start a free trial.

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