Being a regular, daily, day-long user of Xero I would definitely appreciate a longer session timeout. In my circumstance there is little / no security concern in the locations I regularly use Xero from. Resolved โ your xero accounting dashboard Our Product Team have resolved the issue that was preventing some users from loading the reports. Investigating โ Some users may be experiencing errors with reporting in Xero, we are investigating and will post an update as soon as we have more information.
Xero the Hero: Customize Your Dashboard
It is probably the screen you see the most; its normally the one you see every time you log in โ the Xero dashboard. Since you see it so often you may as well spend a couple of minutes understanding how it works and how you can customise it for your workflow. Why and How to Move Your Accounts to Xero โ Explains the benefits of using Xero and how businesses can transition smoothly to cloud accounting. Get the Most Out of It โ A beginner-friendly guide to setting up and optimising Xero for better financial management. You can drill down into detailed data or create new invoices directly from the dashboard using the โNew Sales Invoiceโ button. Turn to your Xero dashboard for help with data-driven insights so you can make confident decisions.
What Are Xero Apps And How Can They Help Your Business?
Xero allows users to personalise their dashboard by rearranging widgets, adding or removing accounts, and creating a tailored account watchlist. Customisation ensures the most relevant financial data is easily accessible, improving your workflow. I highly recommend Enpass for personal users and Bitwarden on Cloudron for business users. And if you Google my name to find my Blog & Twitter Iโll post more tips on there. For people who work from home, with Desktops it would be a huge help not to lose what your doing every 30 minutes due to a security timeout.
- You can add a budget column from the โmoreโ ellipsis to help you track how you are doing with any particular account.
- Investigating โ Some users may be experiencing errors with reporting in Xero, we are investigating and will post an update as soon as we have more information.
- Yes โ Xero partners with Gusto for a full-service payroll solution.
- Please let us know if you still have any issues with this, and weโll investigate further.
- All pricing plans cover the accounting essentials, with room to grow.
Customising Your Dashboard to Monitor Profits
Laurette, I am sorry you feel this way about the 2SA requirements. Well done on forcing the most stupid long winded 2 strep authorisation known to men onto users. You ought to be congratulated for making things MORE difficult. Xero, I appreciate your efforts to manage my security, Iโd liek you to put as much effort onto addressing all teh other feature requests here.
Depending on your user permissions, from here you can see expenses that are in draft, those to review, and those that are awaiting payment. Xero Apps โ Explores third-party apps that integrate with Xero to enhance cash flow forecasting, expense management, and automation. Add key accounts to your โWatchlistโ to monitor spending in specific areas of your business. The Watchlist tracks monthly and year-to-date (YTD) expenditure for your chosen categories. For a deeper dive into cash flow management, consider using Xero Analytics or Xero Analytics Plus.
Scan the dashboard for the headline figures you need to run your US business everyday. Then use the softwareโs other tools โ like reports, cash flow projections, and analytics โ to support your business decisions. This is similar to the invoices owed to you panel except with bills to pay. So, you can quickly create a new bill and see bills that are draft, awaiting payment, and overdue. The clear presentation of data supports strategic planning and operational efficiency.
Practice Management Director
Purchase any Xero plan, and we will give you the first month free. Sheryl Ozinsky started the Oranjezicht City Farm Market with a dream to create community through food. From a NPO to a profitable business Sheryl Ozinsky scaled with the help of MGI Bass Gordon and Xero.
Of course, there is no right or wrong way to customize your dashboard. Some users like to have all the information at their disposal. Some like to eliminate sections of the dashboard that are unused or not used often. If you login to your Xero account directly, the Dashboard should be the first page that appears on your screen. If you working elsewhere in your Xero account, simply click on the Dashboard menu to access it.
By monitoring overdue invoices, upcoming bills, and account balances, you can proactively manage liquidity and plan for future expenses or investments. โ timeout popup screen to allow the browser to place the browser stored password into it. If youโre still having trouble answering your questions, please let us know.
- Track your bank balances, invoices, bills and more, so you can keep an eye on your finances.
- For people who work from home, with Desktops it would be a huge help not to lose what your doing every 30 minutes due to a security timeout.
- You can also hide accounts and lists from showing on your dashboard by clicking Hide.
- Investigating โ Weโre currently aware of an issue where some users are getting errors when accessing tax forms in Xero Practice Manager and Xero Tax.
- Add key accounts to your โWatchlistโ to monitor spending in specific areas of your business.
Bank accounts
The Xero dashboard offers a customisable summary of key financial data, allowing you to track cash flow, monitor bank accounts, and stay on top of credit control. It provides a clear, at-a-glance view of your businessโs cash, profits, and areas that may require attention. To keep an eye on, say, your cash flow and bank balances, set these as key metrics so theyโre right there on your dashboard. You can also generate graphs and charts to visualize specific areas of your business performance. The dashboardโs cash flow features provide a clear view of money coming in and going out.
Staff Members with Admin permission are unable to accept invites into practices. Make life simpler with finance tracking software and see real benefits in your business. The Xero accounting dashboard displays all your important numbers in the way you choose.
Invoicing and jobs, Time tracking WorkflowMax 112 Invoicing and jobs, Time tracking A Xero product offering all-in-one workflow. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more. Your online accounting dashboard gives you the tools to follow up on outstanding invoices with a summary of whatโs owed to you. Filter invoices by due date, amount owed, or how long theyโve been outstanding and drill down for extra information.