Our software is constantly evolving. Check out our most recent product updates to stay ahead of the game.
KPIs & Covenants
We’re introducing KPIs & Covenants in Spotlight Forecasting to strengthen your forecasting capabilities. Now you can quickly surface key performance indicators and loan covenants in one place to help monitor these metrics and to assist with decision making.
Spotlight Reporting is home to more than one hundred charts with templating, customisation and white-labelling options. From visualising cash-ins & outs to stock-on-hand and even personal wealth, there’s a chart to bring the data to life – and now it's even easier to find with a new and improved Chart Gallery.
Now you can make the most of our nine new Colour Palettes. They comprise of natural gradients that vary in both brightness and hue. These palettes work perfectly across all charts – from pie charts to the Cashflow Waterfall.
Cash Basis Reporting
We’ve taken Cash Basis Reporting to the next level in Spotlight Reporting with a new cash basis Profit & Loss Report, and Cash Basis Report Template to help you keep tabs on your clients’ cashflow.
Sign in with Xero
Sign in to Spotlight Reporting quickly, conveniently and securely using ‘Sign in with Xero’. Existing Spotlight Reporting users can log in using Xero credentials. If you’re a new user, you can use your Xero credentials for swiftly signing up for a Spotlight Reporting free trial.
Find out more
Loan Amortisation Rule in Forecasting
Recording loans in your forecast is essential for preparing accurate and meaningful cash forecasts, however, it can be a time-consuming exercise and prone to error. With the new Loan Amortisation Rule, simply enter the loan details and Spotlight Forecasting will perform the calculations and record all the relevant information in the forecast for you.
You choose the inputs that drive business activity – from price and quantity, through to billable hours, head-count, or even days worked. Use these drivers as the building blocks to forecast revenue, costs and the success of your clients’ businesses.
Notifications in Spotlight Reporting
Over time reporting needs to grow and so does the size of your reports. Spotlight makes it easier to manage your report downloads with the Notification center.
Place focus on the information that matters. Declutter pages by grouping & summarising non-essential accounts and highlight important ones by displaying the details.
Sage 50 Integration
Fuel the conversations that matter with your clients. Spotlight Reporting now connects to your client’s Sage 50 desktop files and brings the numbers to life.
Personal Wealth with myprosperity
Personal wealth reporting opens up new advisory opportunities and is designed for high net worth family groups who want to keep track of all their assets and investments in order to make good investment decisions.
Comparison Pages in Forecasting
Visibility and analysis is helpful when discussing the future with clients. Our new Spotlight Forecasting feature allows you to add pages to the Cashflow forecast report so you can compare actuals to forecast as well as comparing various ‘what if’ scenarios.
Design Your Own Report Covers
Spotlight reports are designed to visually story-tell what has happened leading to valuable conversations and more informed decisions for better business outcomes. All good stories start from the beginning. You now have the freedom to customise report covers to showcase your own style and brand. Let your style shine through with new report covers in Spotlight Reporting
QuickBooks Desktop Connector
We’ve got great news for accounting firms with clients using QuickBooks desktop. We’ve added a QuickBooks desktop connector that will import your data directly into Spotlight without having to use Excel. The new integration will save time and remove Excel importing issues so you can offer more accurate Spotlight Reports and Forecasts to your clients.
Dynamic Rules in Spotlight Forecasting
Dynamic rules calculate the value of an account based on another account or formula. As the figures in the base account changes, the dynamic rule will automatically update the values in linked accounts. This feature will help you prepare an accurate forecast much more easily and intuitively.
Cash Flow Analysis Page with Waterfall Chart
Our new cash flow analysis page in Spotlight Reporting monitors cash movements and balances critical for businesses. Cash is needed to reinvest, grow and pay bills. The new cash flow waterfall chart is a visual representation of the impact that business decisions have on a client’s bank balance.
Our new Action Plan page helps advisors clearly communicate key actions and keep track of progress, deadlines, and responsibilities. It's useful for all divisions and departments across the business.
Xero HQ integration
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 Spotlight Reporting which will appear in Xero HQ.
Spotlight A-Z list of features & functionality
Looking for a specific product feature or comparing functions?
Download a copy of Spotlight A-Z list of features and functionality and keep it on your desk for easy reference.