Alex Hartley


A Complete Guide to Xero Dashboard Customisation

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Xero Dashboard: A JacRox Guide

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:

  1. Log into your Xero account: Access your account to reach the dashboard.
  2. Select Edit: On the top right corner, you will find an edit button. Click on it to enter customisation mode.
  3. Drag and Drop: Simply drag the panels to arrange them according to your preference.
  4. 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.

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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.

Alex Hartley
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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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Take advantage of harnessing the full potential of Xero for your business. Whether you're a start-up, a thriving SME, or a larger enterprise, our Xero-certified accountants are ready to guide you through every step. Please fill out the form below, and let's begin your financial transformation.

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