June 2020 – Xero Tip
Customise Your Xero Dashboard
Did you know that you can move the panels on your dashboard around or hide them? Your dashboard is user-specific, so only you will see these changes.
To do this:
Click Edit dashboard at the end of the page.
You can then:
Click on the panel and drag it into the new position.
Click Hide or Show to remove or add a panel back to your dashboard.
Click Save Changes.
Below are examples of some items you can add and remove from your dashboard:
|Total cashflow or Total cash in and out||This shows the cash moving in and out of your organisation, based on figures in the Bank Summary Report.|
To display the Account watchlist panel, you need to edit an account in your chart of accounts and select the Show on Dashboard Watchlist checkbox.
The Account watchlist shows two balances:
For balance sheet accounts, the YTD column will show a cumulative balance that includes all transactions posted to the account since you started using Xero.
|Bank Accounts||When you add a bank account, you have to option to show or hide bank accounts on your dashboard.|
|Invoices owed to you||A summary 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). Links through to the sales overview.|
|Bills you need to pay||A graphical snapshot of the bills you need to pay, and when you need to pay them. Links through to the purchases overview.|
Depending on your user role, you’ll see a summary of all your expense claims to help you keep track of the status of claims.
Click New claim to submit a new expense claim, or select a status to view expenses with that status.
|Business performance graphs||If any business performance graphs are favourited, you’ll see them on your main dashboard under the heading Business performance.|
Need more help or information?
Click the link below to contact us at Plus 1.