Dashboard

A Quick Glance

The Dashboard gives you a real-time view of your business at a glance, providing a snapshot of all your transactions.

Bank Accounts Summary

See the running balance of each bank account. A ‘Manage Account’ menu is available directly on the dashboard with every account so you can directly access tasks and options for managing the account.

Expense Claims

Quickly access overview information for Expense Claim transactions, recorded by you or your employees. See the value of all outstanding Expense Claims

Accounts Watch list

Monitor transactions for accounts you need to focus on, such as petrol or mobile phone expenses. Easily drill down to view the transactions making up the totals.

My Xero

Go to My Xero from any screen to view the full list of organisations you have access to in Xero. From here, you can add or remove organisations and manage their billing plans.

Money Coming In

An interactive graph shows how much money you are owed, for how long, and ensures your debtors don’t get out of control.

Getting Started

The Getting Started panel is displayed by default when you first start out with Xero. It contains some useful links to get you started.

Money Going Out

An interactive graph shows the money you owe, and when you need to pay it.

Tips and hints

On the Dashboard and throughout Xero you will see orange Tips next to graphs and links that show you quick introductions and summaries. The Help menu gives you access to full online help for any screen you are on.