Check Out the Xero Home Dashboard
Part of the Xero For Dummies Cheat Sheet
When you log into Xero, you can’t avoid the home dashboard! On the left side of the dashboard are business accounts for banks, credit cards and online gateways that have been set up in Xero. On the right side are other overviews. If you ever get lost in Xero and need to re-orientate yourself, return to the home dashboard by scrolling to the top of the screen and clicking Dashboard on the menu bar.
Scroll to the bottom of the Xero home dashboard and click the Edit Dashboard hyperlink. Click the top left corner of any block to rearrange them. Click on the Hide hyperlink on the top right of the blocks to hide them and click the green button labelled Done when you’re satisfied with the placement of the blocks on the dashboard.
Here are five key overviews to lookout for on the Xero home dashboard:
Charts in the Invoices Owed to You dashboard:
Click on the bars for each chart in this section of the home dashboard to view underlying detail of transactions. From the information in this area, you can find out which customers to contact about overdue invoices. There’s also a shortcut to add a new sales invoice.
Overdue Bills in the Bills You Need to Pay dashboard:
Drill down through the Bills You Need to Pay dashboard to the Awaiting Payment tab to review bills that need to be paid.
The bank accounts graph:
Hover over this graph to see bank balances in real-time. Blue is a positive balance and red is a negative balance.
The Account Watchlist:
Click on this area for a snapshot of the monthly and year-to-date balances of accounts you want to keep an eye on.
Items to reconcile:
Under the Bank Accounts column on the left of the screen, if you can see a blue Reconcile Items button, it shows the number of transactions in Xero that need to be reconciled. Click on the button to access the Reconcile screen.
Total cash in and cash out:
Hover over the blue (cash in) and grey (cash out) bar chart to see monthly differences, for the previous six months.