Spotlight Certification

Intermediate (A02)

This course comprises several video tutorials that describe intermediate level Spotlight functions.
At the end there is a quiz that will help you assess your knowledge and move on to the next level.
  • Reporting
  • Reporting
  • Preparing a successful report
  • Action Plans
  • Executive Summary
  • Profit & Loss
  • Account Groupings
  • Balance Sheet
  • Cash Reporting
  • Other Content Page
  • Chart Customisations
  • Getting your clients ready for a new financial year
  • Forecasting
  • Forecasting
  • Why forecasting is key to your client's success
  • Budget Task Setup
  • Forecast Task Setup
  • Copying a forecast or budget
  • Adjusting Budget Values
  • Dynamic Rules
  • Driver Based Forecasting
  • Default Profit & Loss Rules
  • Depreciation Rule
  • Wages Rule
  • Income Tax Expense Rule
  • Default Balance Sheet Rules
  • Fixed Asset Rule
  • Loan Amortisation Rule
  • Cashflow Forecast Tab
  • Success Factors Setting up a Cashflow Forecast
  • Level-up Quiz: Intermediate
  • Level-up Quiz: Intermediate
Completion rules
  • All units must be completed