![]() Your Xero dashboard The dashboard displays a snapshot of your organization's financials and transactions entered in Xero. You can customize the dashboard to suit your needs. If you have just started with Xero, your dashboard is likely to be fairly blank - if you want a quick introduction to some things to get you started in Xero, refer to. Will determine what displays on your Dashboard - you may have a full Dashboard, a cut-down version or a bank accounts-only version. The Dashboard will display some or all of the following items. Edit the dashboard You can move each of the panels on the dashboard around or choose to hide them. We design and build Xero report templates for Xero Partners. We provide online courses for Xero users. Get your monies worth from Xero. Xero Business Community. I just spent all day creating and tweaking a.DOCX template to replicate the appearance of the online invoice. 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 the dashboard. • Click Save Changes. Hide or show the getting started panel You can choose to hide or show the getting started panel from your dashboard. • To hide it, click the close icon. • To show it again, in the Help menu, select Show Getting Started. Panels on the dashboard Panel Description Total cashflow or Total cash in and out Keep an eye on cash going in and out of your organization. This is based on figures in the. Account watchlist To display the Account watchlist panel, you need to and select the Show on Dashboard Watchlist checkbox. The Account watchlist shows two balances: • This Month – balance posted to the account during the current month. • YTD – balance posted to the account for the financial year, to the end of the current month. 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. 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. 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. Expense Claims Displays when when you've added your first. Business performance graphs If you or someone in your organization has, you'll see them on your main dashboard under the heading Business performance.
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April 2018
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