Advanced Reporting, Consolidation, Forecasting and Budgeting
4.5/5 (6 avis)Avantages
We bought this as a supplement to QBO and it has really enhanced our reporting features and allowed us to show our finances in a better way.
Inconvénients
You cannot set up different templates, if you make a major change, it keeps that for all the reports.
The overall experience is great. Once you get a hang of the first company and group, the rest are easy to update
Avantages
Most of my clients love the way it summarizes financial information into charts and graphics
Inconvénients
The Consol can get complicated if there are many companies in the group and I need to justify a balance
Overall, Spotlight has been a great add on tool in preparing management reports for clients to help them really understand their business and point out any pain points.
Avantages
Spotlight lets you import budgets straight from Xero and allows you to customise report layouts and also offers in-depth charting and graphs which offer simple conversation starting points with clients.
Inconvénients
When initially beginning to use Spotlight, it may feel a little overwhelming due to all of the options and layouts on offer. Can take a while to get used to it.
Note détaillée
Probabilité de recommander le produit