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Accounting dashboardXero

Keep an eye on your finances day by day using the accounting dashboard. Track bank balances, invoices, bills and more.

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Product details

Xero dashboard: know your numbers

Keep an eye on your finances day by day using the accounting dashboard. Track bank balances, invoices, bills and more.

Features

  • **Stay on top of your cash flow: **Get a snapshot of cash coming in, going out, and bills that are due, to gain insights into business cash flow. - View details of payments and money coming in - See the status of expense claims and bills you need to pay - View simple charts and graphs to monitor your cash flow
  • **See bank and card info in one place: **Get a clear, up-to-date picture of the money in your bank accounts, credit card and PayPal accounts. - Choose bank and credit card accounts to set up and monitor - Get an up-to-date view of running balances - See transactions that are ready to be reconciled
  • **Follow up on outstanding invoices: **The online accounting dashboard gives you the tools to proactively follow up on outstanding invoices. - View a summary of what’s owed to you - Filter invoices by due date, amount owed or what’s overdue - Drill down for more detailed information
  • **Track areas of your business: **Stay up-to-date with your business and see how different aspects are tracking and different areas performing. - Set up tracking to monitor transactions, contacts and more - Customise your dashboard to show the areas you want to monitor - Get reports on the monthly trends that matter