Spotlight Reporting integration with Xero

by | Oct 6, 2022 | Accounting Insights

Spotlight Reporting integrate with Xero
Spotlight Reporting is the award-winning reporting and forecasting application for the Xero Accounting Package. (Winner of the App Partner of the Year Award in 2015 and 2016) Fully customisable for all sizes of businesses, Spotlight It is integrated to work seamlessly with the Xero Accounting Package. Spotlight Reporting offers business owners and accountants the easiest and most accurate method to maintain error-free reporting and forecasting with data entered into Xero. You can generate full, and as detailed as you need, performance reports, customised dashboard, three-way financial forecasts, and consolidated reports for large, multi-entity businesses and Franchise businesses – with the click of a button. Using unique features and Industry templates, you can generate any report using actual data, or any forecast with actual and budget data, from Xero.

Spotlight reports and forecasts also include:

  • Action Plans
  • Cashflow Forecasting
  • Executive Summaries
  • Advanced consolidated reports – including multi-currency reports, and inclusive of inter-company eliminations.

Step-by-step: Spotlight Reporting integrate with Xero:

In Spotlight:
  1. Set up your organisation – give it a name, location an internal ID (optional)
  2. Select Xero as your ‘data source’. This will take you to your Xero page, where you will log in, select your organisation, and click on ‘Allow Access’. You’ll be redirected back to Spotlight’s Import Page.
  3. Select your data range and click on ‘Import Data’.
It’s that easy: 1-2-3!

Spotlight Reporting also works with Xero HQ:

Import Data from other sources:
  • Data can be added to Spotlight reports from packages such as WorkflowMax, from programs such as EXCEL, and even from Google Analytics. You can also add non-financial KPI information.
  • Set up Alerts to manage tasks and work-flow:
Spotlight can function as a digital ‘secretary’ – alerting you to generate reports. It can also be set to provide related product information to assist you in making full use of the functionality. TAT Accounting has been working with Spotlight for many years finding the integration seamless and excellent for most sized companies. Don’t ask – How does Spotlight Reporting integrate with Xero? Give us a call and we will assist you with your integration.

You might also be interested in

The basics of registering a new company

The basics of registering a new company

There are a few things more exciting than registering a new company. There are also few things fraught with less risk, and with fewer pitfalls. This is common knowledge to all entrepreneurs – right from the point of inception for a business. What isn’t so clear from...

read more
Advantages of an offshore trust on your tax structure

Advantages of an offshore trust on your tax structure

One of the most important aspects to tax structuring is the setting up and administration of trusts. Offshore trusts are especially advantageous with regards to your business and personal tax structuring. This is especially true for high net worth individuals who...

read more
Sale agreement and Sale deed, what is the difference?

Sale agreement and Sale deed, what is the difference?

Both Sale Deeds and Sale Agreements are essential legal documents that must be drawn up for the sale of a property. Both agreements must be signed by both buyer and seller, but they have different functions. Sale Deed: A sale deed is a document that transfers...

read more
Erasmus Pretorius

With over 23 years of unwavering expertise, I am a seasoned Chartered Accountant committed to financial excellence. My journey in the realm of finance has been marked by astute strategic insights, meticulous attention to detail, and an unyielding dedication to precision. Over the years, I've navigated the complexities of financial landscapes, providing invaluable counsel to diverse clients. My proficiency extends across auditing, taxation, and financial management, coupled with a profound understanding of regulatory frameworks. As a registered professional, I have consistently upheld the highest standards of integrity and ethics, earning a reputation as a trusted advisor in the dynamic world of finance.