Understanding your Xero dashboard
Understand each section of your Xero dashboard so you can use it effectively
The Xero dashboard gives you a real-time snapshot of your business finances. Understanding what each section shows helps you use it effectively.
Key dashboard elements
- Account Watchlist: shows balances for your key bank and credit card accounts
- Invoices Owed to You: outstanding customer invoices and total overdue amount
- Bills You Need to Pay: upcoming supplier payments
- Total Cash In and Out: a 30-day view of money flowing through the business
Running quick reports
Click on any dashboard figure to drill through to the underlying transactions. Use the Profit and Loss report (under Reports) at the end of each month to check your income and costs look as expected. Run a Balance Sheet to check the overall financial position.
💡 Good to know: If your dashboard shows a very different picture from what you expect, contact us. Unexpected figures usually mean a transaction has been coded incorrectly or is missing entirely.
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