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Software & Solutions for Small Businesses

This metric provides a fundamental understanding of your business’s financial health and stability at a glance. The dashboard’s cash flow features provide a clear view of money coming in and going out. By monitoring overdue invoices, upcoming bills, and account balances, you can proactively manage liquidity and plan for future expenses or investments. Reconciling bank accounts keeps your financial records accurate and up to date. We’ve had a really positive response from customers who have tested the new dashboard as part of our design research panel. Accompanying charts provide visual comparisons of your earning trends, allowing you to quickly spot growth patterns or areas needing improvement.

• The new version is designed to give you a consistent experience across Xero, while also improving speed and accessibility.
• Gusto saves you time on all aspects of your payroll – including calculating employee pay and deductions – thanks to its clever automations.
• Scan the dashboard for the headline figures you need to run your business everyday.
• It enables you to track the monthly dynamics of both paid and unpaid invoices.

Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. Xero’s dashboard presents you with the headline information you need to do business. It condenses your business activity into clear numbers and graphs on a single screen so you’re up to date at a glance. Make life simpler with finance tracking software and see real benefits in your business. I encourage you to jump xero dashboard in and give client insights a try — we can’t wait to see what you think. Yes, the Xero Dashboard integrates seamlessly with a wide range of tools, including payment processors, CRM systems, and inventory management software.

• It also ensures you remain compliant with tax and financial regulations by keeping accurate, up-to-date records.
• A Xero dashboard is a visual reporting tool that transforms raw financial data from your Xero accounting platform into clear, actionable insights.
• We’d love to know what metrics you’d like to see in the future — let us know over at Xero Product Ideas.
• Xero’s finance tracking software shows you when to get proactive with your cash flow.

Making Sense of Your Xero Dashboard

This metric simplifies day-to-day cash management and helps ensure you maintain sufficient liquidity for operational needs. You can customize the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favorite reports – in any order you want. Tracking your business bank balances, payment providers, and business credit cards is easier when they’re all together on your Xero accounting dashboard.

This detailed table includes both paid and unpaid bills across all currencies, allowing you to track payment history, identify spending patterns, and analyze vendor relationships over time. Each entry contains essential details like bill number, date, due date, currency, and amount, giving you complete visibility into your payment obligations and history. This long-term perspective is valuable for vendor negotiations, budget planning, and optimizing payment terms. Scan the dashboard for the headline figures you need to run your Australian business everyday. Then use the software’s other tools – like reports, cash flow projections, and analytics – to support your business decisions.

Introducing Pay by Bank for UK Small businesses: More payment options, healthier cash flow

The new version is designed to give you a consistent experience across Xero, while also improving speed and accessibility. Why and How to Move Your Accounts to Xero – Explains the benefits of using Xero and how businesses can transition smoothly to cloud accounting. MFA extra layer of security by checking that it’s really you when you log in. Turn to your Xero dashboard for help with data-driven insights so you can make confident decisions. Yes, you can connect your Xero account with HMRC to more easily prepare and submit your returns so you never miss a deadline.

Give your customers more ways to pay

HMRC recognises Xero’s software, which is also compliant with Making Tax Digital (MTD). Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. With online invoice payments through Stripe and GoCardless, you can accept payments by card or direct debit. Get the Most Out of It – A beginner-friendly guide to setting up and optimising Xero for better financial management. This flexibility allows you to prioritise the information that helps you make informed decisions. You can drill down into detailed data or create new invoices directly from the dashboard using the “New Sales Invoice” button.

We’re releasing it now so you can enjoy all the value it currently offers, but have big plans to enhance it with more functionality next year. We’d love to know what metrics you’d like to see in the future — let us know over at Xero Product Ideas. Discover this year’s updates designed to help you save time, featuring powerful new tools and features you might’ve missed. The functionality of your Xero dashboard won’t change, but there are some small tweaks to the design that may take some getting used to.

Alternatively, apps like Fluidly can offer enhanced cash flow forecasting. Discover seamless app integrations for efficient accounting with Xero’s comprehensive accounting software. The Xero accounting dashboard displays all your important numbers in the way you choose. Yes – the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in Australia.

Gusto saves you time on all aspects of your payroll – including calculating employee pay and deductions – thanks to its clever automations. Yes, Xero’s reporting and analytics capabilities help you easily prepare and submit your returns so you never miss a deadline. All pricing plans cover the accounting essentials, with room to grow. You can connect your Xero account with the ATO (Australian Taxation Office) to help you easily prepare and submit your returns, so you never miss a deadline.

Accounting software

Identify your most valuable clients through clear visualizations showing your top 10 customers ranked by revenue contribution. The Xero dashboard provides both bar charts and pie charts showing each customer’s proportion of total sales. This metric allows you to focus relationship management efforts on your most important clients and develop targeted retention strategies for these key revenue sources. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows. Xero allows users to personalise their dashboard by rearranging widgets, adding or removing accounts, and creating a tailored account watchlist.

Stay on top of your cash flow

Select whether you’re a small business, or a partner, to find out how you can earn. If you’re unsure which metrics to monitor, get in touch for personalised advice. If you’re using Xero’s expense management tool, this section will also display the status of expense claims.

If you spot something that looks like it might need more analysis, you can dive into the client’s individual organisation from the dashboard, and get to work. †Xero customers who use online invoice payments get paid up to twice as fast than those who don’t use online invoice payments. In the months ahead, you may notice that your Xero dashboard looks a little different. It’s all part of our work to upgrade the technology that underpins our platform, so it doesn’t slow us down over time. Just as you need to upgrade your phone every few years, we need to update Xero so we can continue to build the features that you need in your business or practice. Identify your best-selling offerings through a ranking of products or services by revenue generation.

You can send reports to ATO each payday without any hassle so you have more time for the rest of your business. Yes – the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in the UK. We know that many advisors want to grow their advisory services, but struggle with the time, confidence, and ability to engage clients. Regularly reviewing your Xero Dashboard helps you stay on top of your financial situation, catch errors early, and make informed decisions.

The Xero dashboard provides clear visualizations that highlight which items contribute most significantly to your income. This metric supports more effective inventory management, marketing focus, and product development decisions by showing you exactly where your revenue is coming from at the product level. Xero Apps – Explores third-party apps that integrate with Xero to enhance cash flow forecasting, expense management, and automation. Our team of Xero specialists can assist with all aspects of Xero, whether you’re new to the platform or a seasoned user. We ensure your setup supports your business goals, providing clarity and efficiency in managing your finances.

This insight is essential for monitoring profitability, controlling costs, and assessing how well your business is managing expenses relative to income. The Xero dashboard shows you outstanding and overdue invoices and payments so you know what’s ahead and can make confident decisions with the latest information. As a busy accountant or bookkeeper, we know you don’t always have time to go through each client’s books to proactively identify issues or opportunities. Xero revenue dashboard provides a clear visualization of your revenue distribution across customers and products. You can see your most valuable customers ranked by revenue contribution and identify which products or services generate the most income.

You can customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want. Monitor available funds across all your linked bank and cash accounts with a consolidated view that’s updated with your latest financial data. The dashboard also displays account balances by currency, which is particularly valuable for businesses handling multi-currency transactions.