What’s new in Spotlight Reporting

Like your business, our software is constantly evolving. Take a look at our recent product updates to stay ahead of the game.

Latest Updates

Take a look at some of our favourite improvements and innovations.

Cash Basis Reporting
Cash Basis Reporting

We’ve taken Cash Basis Reporting to the next level with a cash basis Profit & Loss Report and Report Template to help you keep tabs on your clients’ cashflow.

Loan Amortisation Rule in Forecasting
Loan Amortisation Rule in Forecasting

With the new Loan Amortisation Rule, enter the loan details and Spotlight will perform the calculations and record the relevant information in the forecast for you.

Driver Based Forecasting2
Driver-Based Forecasting

You choose the inputs that drive business activity – from price and quantity, through to billable hours, head-count, or even days worked.

Notifications in Spotlight Reporting 2
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 centre.

Account Groupings 2
Account Groupings

Focus on the information that matters. Declutter pages by grouping non-essential accounts and highlight important ones by displaying the details.

Sage 50 Integration 3
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 3
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.

Industry Templates 3
Industry Templates

Scale specialised reports across your industry verticals, like Retail, Hospitality, Agriculture, and monetise your advisory services using new industry templates.

comparison pages2
Comparison Pages in Forecasting

Now you can 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 2
Design Your Own Report Covers

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.

QuickBooks Desktop Connector 2
QuickBooks Desktop Connector

Now you can save time by using the QuickBooks desktop connector to import your data directly into Spotlight Reporting without having to use Excel.

Dynamic Rules in Spotlight Forecasting 2
Dynamic Rules in Spotlight Forecasting

Dynamic rules calculate the value of an account based on another account or formula. The dynamic rule will automatically update the values in linked accounts.

Cash Flow Analysis Page with Waterfall Chart 2
Cash Flow Analysis Page

The new cash flow analysis page including a waterfall chart is a visual representation of the impact that business decisions have on a client’s bank balance.

Action Plan 2
Action Plan

The new Action Plan page in Spotlight Reporting helps you clearly communicate key actions and keep track of progress, deadlines, and responsibilities.

Xero HQ integration 2
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.

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.

New A Z list