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Xero Tip Of The Month February 2017 - Customise The Dashboard In Xero

Tailoring the Xero Dashboard can provide you with a powerful snapshot of where your business stands in real time – money in the bank, money coming in, and money going out.

It also allows you to keep a watchful eye on those accounts that may need monitoring providing you with multiple levels of control. For example identifying where costs can be better managed to increase profitability.

This snapshot of your organisation’s financial position is based on transactions entered into Xero. In the Dashboard you can directly drill down into a transaction, or do common tasks quickly like a bank reconciliation or adding sales invoices or bills.



Accounts Watchlist

If you would like to keep an eye on the balance of key accounts in your chart of accounts (excluding bank accounts, these may be included separately), you can display them on the Account Watchlist. You can choose which accounts to display by specifying this on the account in the chart of accounts.

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Total Cash In and Out

Keep an eye on cash going in and out of your organisation.

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You can also click on any bar on the graph to take you to the bank summary report.


Invoices Owed To You

A snapshot of the invoices owing to you, and how long they’ve been owed based on the due dates of sales invoices you’ve sent to your customers (essentially an Aged Debtors/Sales snapshot). Bars show the net amount owing in a month from all sales invoices and credit notes.

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Bills You Need To Pay

A graphical snapshot of the bills you need to pay, and when you need to pay them. Bars show the net amount owing on a day from bills and credit notes.

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Bank Accounts

The bank, PayPal and credit card accounts you have set up in Xero will display. You can choose to show or hide accounts from the Dashboard.

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View the running balance and other account balance and reconciliation information for each account you have set up in Xero.


For further information on how you can customise your Dashboard with the above features, visit the Xero Help Centre.


See all the Xero features that can help you run your business beautifully at Xero.com/features



Previous Tips

January 2017 – Customisable New Reports In Xero

December 2016 – Email Templates In Xero

November 2016 – Bank Rules In Xero

October 2016 – Smart Lists In Xero

September 2016 – Files in Xero

August 2016 – Direct Bank Feeds In Xero

July 2016 – Managing Bills and Purchases in Xero

June 2016 – Shortcuts In Xero

May 2016 – Email Integration

April 2016 – Recurring Sales Invoices

March 2016 – Two Step Authentication

February 2016 – Xero Search

January 2016 – File Storage in Xero

December 2015 – Invoice Reminders

November 2015 – Xero on the go, with Xero Touch

October 2015 – Invoice Payment Terms

September 2015 – Sales Invoice Customisation

August 2015 – Business Performance Review

July 2015 – Cash Coding In Xero

June 2015 – Xero to Xero Billing

May 2015 – Find and Recode

April 2015 – Online Invoicing