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Experienced Chartered Accountants
JacRox's financial storyteller, Alex simplifies finance intricacies through Xero Accounting.
Latest posts by Alex Hartley (see all)
- How Jack Ross Can Transform Your Business With Xero - 12/04/2024
- Xero Accounting Software – Advanced Xero Features - 20/03/2024
- Why Switch to Xero? - 13/03/2024
A Complete Guide to Xero Dashboard Customisation
Introduction: Why Customise Your Xero Dashboard?
Welcome to JacRox, a brand division of Jack Ross Chartered Accountants in Manchester. We are dedicated to offering expert Xero services to a wide variety of clients, from sole traders to large corporations. If you are in need of state-of-the-art cloud accounting software, use the contact form on the right and one of our JacRox team will be in touch to discuss next steps.
In today’s fast-paced business environment, having a tailored accounting setup is crucial. The Xero Dashboard serves as the nerve centre of your accounting activities. It provides an overview of your financial position, from bank balances to outstanding invoices. This article aims to guide you through the process of customising your Xero Dashboard to better suit your organisation’s unique needs.
What Is the Xero Dashboard?
The Xero Dashboard is the first screen you see when you log into your Xero account. It displays a summary of your most important financial information, making it easier to stay on top of your cash flow.
Key Features You Can Customise on the Xero Dashboard
Bank Accounts: Connect and Monitor
One of the essential features on the Xero Dashboard is the bank account panel. It shows your bank balance and recent transactions. You can customise this section by connecting multiple bank accounts and even integrating credit card and PayPal accounts. This way, you get an up-to-date, comprehensive view of your cash flow in one place.
Invoices: Keep Track of Payments
Another crucial area is the invoice panel. Here, you can monitor the invoices you have sent, what has been paid, and what still awaits payment. Customising this area can help you focus on receivables and payables, thus improving cash flow management.
Expense Tracking: Stay on Top of Outflows
Xero Dashboard allows you to customise how your expenses are displayed. Whether you have recurring bills or one-time expenses, keeping an eye on this section helps you manage your outflows better.
Customisation: How to Get Started
Getting started with customising your Xero Dashboard is a straightforward process. Here is a simple guide to help you:
- Log into your Xero account: Access your account to reach the dashboard.
- Select Edit: On the top right corner, you will find an edit button. Click on it to enter customisation mode.
- Drag and Drop: Simply drag the panels to arrange them according to your preference.
- Click Save: Once you are happy with the new setup, click the save button to update your dashboard.
Why Customisation Matters for Small Businesses
Small businesses often have unique accounting needs. By customising your Xero Dashboard, you streamline the accounting process, making it easier to monitor crucial metrics. Customisation allows you to keep the information most relevant to you at your fingertips, aiding in quicker decision-making and ensuring that you stay on top of your cash flow.
Make Your Xero Dashboard Work for You
Customising your Xero Dashboard allows you to have an overview of your accounts, invoices, and payments, all tailored to your specific needs. Whether it is connecting multiple bank accounts or tracking expenses, a customised dashboard can significantly improve your financial management.
The Jack Ross Team has been an absolute delight. Professional, nice and fast during the Audit procedure. Thank you Jack Ross Team.
Very good service from the Jack Ross Team. They gave us good advice and completed a very efficient audit. They have a friendly and competent team. I would surely recommend them.
Brilliant service from the Jack Ross team in setting up several companies in very quick time, along with providing associated accountancy advice. Can recommend wholeheartedly as a leading accountancy practice with a can-do attitude.
First class service for many years from a first class team. Highly recommended. Prompt, commercially aware, personable.
Been using Jack Ross for a number of years. Good clear advice and nice people to do business with.
Jack Ross is based in Manchester and provides tax planning and Xero accounts. They are a long-standing and well-regarded firm with an excellent reputation. They provide their clients with exceptional service and a wealth of advice. I have no hesitation in using their professional services.
Jack Ross has been my accountants since I set up my business in 2016. From the outset I was helped with advice, support and encouragement. I cannot commend them highly enough. Always on hand to answer any question and responsive to any changes in the economy which might concern their clients. I don’t have to worry about the financial side of my business as all of that is taken care of and dealt with by Umar and the brilliant team. If you are looking for a top class accountancy firm which maintains the personal touch they are for you!
I would recommend this account, knowledgable and helpful
I can confidently recommend Jack Ross Accountants. They are continually improving their service, greatly benefiting our company as well as me personally. The team at Jack Ross have helped suggest and set up innovative accounting software, adding training and support. This alone has been a massive step towards having more control and understanding of our company finances.
We have enjoyed a solid and constructive relationship with JackRoss and Can highly recommend them for accountancy services.
We have been working with Jack Ross for over two years and the service has been fantastic. They have a great and knowledgable team who have taken good care of us and our accounts.
Meeting to review annual accounts and discuss future plans. Very productive as they definitely talk my language - on reflection probably the best such meeting in recent years. Many thanks Umar and Jamie
Jack Ross has serviced my Personal Tax requirements for the last 5 years. During some complicated challenges their advice was excellent and the customer service second to none and left me with no doubt all was in hand.
Following a recommendation, I have used Jack Ross for all my accounting needs (including payroll) since the inception of my business over 12 years ago. The relationship has been completely hassle free and I greatly value their service, which goes well beyond preparation of accounts. Their tax planning advice has been really helpful and I have always felt that they have ‘got my back’. Can’t recommend them enough.
We have finally found the Accountancy firm that we have been looking for! We switched over to Jack Ross towards the end of last year and from the very first contact to the recent submission of our end of year accounts the service provided has been fantastic and has easily exceeded our expectations. Thank you!
Excellent service; very helpful people and work done much quicker than I expected.
I have used Jack Ross as my accountants for a number of years. Their service is professional and accurate. They deal with queries promptly and I can always get hold of the person I need to speak to. Their digital product has made a big difference to the efficiency of my business. I would not hesitate to recommend them.
Jack Ross have been my family and business accountants and financial advisors for over 50 years. The delivery of services is second to none and i would recommend them to anyone. We have also built up great friendships over the years, above and beyond that of a normal business relationship which i value greatly.
We have been looked after by jack Ross for a number of years. They have given us fantastic tax advise and helped our company grow from strength to strength. A & f
Excellent advice and an understandable explanation of a very complex area of tax and corporate law which other (so called) advisors managed to totally confuse me. Thank you.
I have had a relationship with Jack Ross for several years and continue to be impressed by the proactive support and diligent advice received across the breadth of the firm. Excellent at signposting.
Jack Ross have acted for our law company for over 5 years and have been professional, prompt, and knowledgable in all aspects of our dealing with them.
Advanced Customisation: Beyond the Basics
Payment Services: Streamline Transactions
Once you have set up your bank accounts and invoices, the next step is to customise your payment services. Xero Dashboard enables you to integrate various payment solutions. By clicking on the ‘payment services’ menu, you can add services like PayPal or Stripe. This feature automatically adds a ‘pay now’ button to your invoices, making it easier for clients to settle bills and helping you to manage your cash flow better.
Chart of Accounts: Your Financial Blueprint
A well-organised chart of accounts is essential for any business. On the Xero Dashboard, you can customise this chart to suit your specific accounting needs. Your accountant or bookkeeper can assist you in setting up a default chart of accounts that aligns with your organisation’s financial structure.
Payroll Setup: Managing Employee Payments
If you have employees, setting up payroll is a crucial step. Xero allows you to set up payroll directly from the dashboard. Simply click on the “set up payroll” button and follow the instructions. With this feature, you can keep track of salaries, taxes, and other deductions, all from one place.
Editing and Deleting: Keeping Your Dashboard Up-to-Date
Your business is dynamic, and your Xero Dashboard should be too. The software allows you to edit panel information easily. To update or delete a specific section, navigate to the panel you wish to change and click the edit or delete icon. This keeps your dashboard current, reflecting the most accurate financial picture of your business.
Organisation Overview: A Snapshot of Your Business
One of the lesser-known but highly useful features is the organisation overview. This panel provides a snapshot summary of your business’s financial health, including profit and loss for the financial year, balance sheet details, and more. Customising this section can help you focus on key performance indicators that matter most to your business.
Summary: Streamlining Your Financial Monitoring
Customising your Xero Dashboard allows for a tailored financial overview, from managing payments to keeping track of expenses and invoices. Advanced features like payment services integration, a custom chart of accounts, and payroll setup make it a comprehensive tool for financial management.
JacRox's financial storyteller, Alex simplifies finance intricacies through Xero Accounting.
Latest posts by Alex Hartley (see all)
- How Jack Ross Can Transform Your Business With Xero - 12/04/2024
- Xero Accounting Software – Advanced Xero Features - 20/03/2024
- Why Switch to Xero? - 13/03/2024
Customising your Xero Dashboard involves arranging panels, connecting multiple bank accounts, and integrating payment services. Our guide walks you through each step to make your dashboard a powerful tool for financial management.
Advanced customisation on the Xero Dashboard includes setting up payment services like PayPal, organising your chart of accounts, and even setting up payroll directly from the dashboard. Our article covers these features in detail.
Customising the Xero Dashboard allows small businesses to focus on key financial metrics that matter most to them, such as cash flow, invoices, and expenses. This helps in quicker decision-making and efficient business management.
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