The report shows the distribution of overdue amounts by customer and time period (current, up to 30 days, days, days, and 90+ days). It enables you to track the monthly dynamics of both paid and unpaid invoices. With these insights, you can make data-driven decisions on customer communication and activities aimed at settling outstanding debts. Transform your financial data into actionable insights with automated Xero dashboard templates.
What reports should be included on a meaningful Xero 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.
- 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.
- The dashboard’s cash flow features provide a clear view of money coming in and going out.
- 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 accounts receivable dashboard offers a detailed breakdown of your unpaid and overdue invoices.
- Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
- The report includes balance sheet visualizations with clear assets versus liabilities comparisons.
Track all your business finances, all on one page, with the Xero dashboard. Stay up to date on the key metrics you choose – your account balances, cash flow, and the status of your invoices, bills, and expenses, so you’re ready to do business. To keep an eye on, say, your cash flow and bank balances, set these as key metrics so they’re right there on your dashboard.
Calls and online meetings are easier when you’re looking at the same dashboard.
The report also includes a paid bills analysis to help evaluate vendors by payment history. It should also contain a detailed breakdown of all vendor bills for the past 12 months. These insights enable better cash flow management and more strategic vendor relationship decisions. The accounts receivable report provides a clear overview of your unpaid and overdue invoices. It helps you understand who your main customers (debtors) are and how much they owe.
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.
Editing Your Xero Dashboard
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.
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- You’ll also find up-to-date bank and credit card balances, including business savings accounts, alongside the status of any bank reconciliations.
- Yes, Xero’s reporting and analytics capabilities help you easily prepare and submit your returns so you never miss a deadline.
- †Xero customers who use online invoice payments get paid up to twice as fast than those who don’t use online invoice payments.
- It’s an overview of your money so you can make quicker, better decisions for your UK business.
You can also generate graphs and charts to visualise specific areas of your business performance. 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 business’s cash, profits, and areas that may require attention. You can also generate graphs and charts to visualize specific areas of your business performance.
Track your most important metrics
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.
A Xero dashboard is a visual reporting tool that transforms raw financial data from your Xero accounting platform into clear, actionable insights. By providing a comprehensive view of your financial position, Xero dashboard templates help drive more informed business decisions and strategic planning. The accounts payable report offers an overview of your bills and vendor relationships, so you can understand who your main creditors are and how much you owe them. It displays unpaid and overdue bills by vendor and aging period, allowing you to identify your major creditors and prioritize payments effectively.
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.
Add key accounts to your ‘Watchlist’ 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.
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.
Your Essential Guide to Buying CFO Services: What Every Growing Business Needs to Know
Set up your dashboard to show a graph that shows your total cash in and out of your business for the past six months. You’ll also see a summary of invoices owed to you and bills you need to pay. From there, go to the bank summary report for more details xero dashboard on your cash flow. The dashboard helps you monitor your business’s financial health in real time.
How Xero’s dashboard helps small businesses
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.
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.
