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How To Add Xero Data To A Business Dashboard

April 28, 2021
Bill Kimball

xero dashboard

I have split my sales into different codes and want a total sales figure to show for the MD to see at a glance. I would like to be able to include Contact balances on the Dashboard watch list. Also, as these are balance sheet accounts, I would like to see the total outstanding balance, not just the monthly or YTD balance. To give you an update, we’re making a few changes to the Dashboard next week (if you’d to get a quick preview watch this video). No plans right now to add in sub accounts to the Watchlist, but something we could consider for a future release.

Instead, the total current value of this metric will be visualized cumulatively. No historical data is available from before initial connection. Net Profit Margin Net Profit Margin during the specified Date Range. Net Assets Net Assets during the specified Date Range. Gross Profit Margin Gross Profit Margin during the specified Date Range. Debtors Total number of Debtors during the specified Date Range. Creditors Total number of Creditors during the specified Date Range.

xero dashboard

Seems like buying stuff and selling stuff would be the two most important things to have on the dashboard. I agree as well – please enable purchase orders to be added to the dashboard. Like some users above I’d also like to be able to see the value of live PO’s on the dashboard so can quickly assess funds committed in open PO’s.

Return of Investment (p.a.) Return of Investment (p.a.) during the specified Date Range. Daily totals are not available for this metric.

Considering we’re able to customise the P&L layout to group accounts it would be particularly useful if we could do this on the dashboard as well. Quickbooks dashboard template provides you with insights about cash flow, bank accounts, sales and expenses enterred in Quickbooks to stay on top of your business. See how cash comes in and goes out of your business’ bank accounts. Get up-to-date information on the state of your finances in regards to bank balance after withdrawals or transfers and deposits to your accounts. Stay up-to-date with your business by customising your online accounting dashboard with the areas you want to monitor. Set up tracking to monitor everything from transactions to contacts.

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Payments GoCardless 63 Payments GoCardless is the global leader in recurring bank-to-bank payments, such as direct debit, ACH and PAD. The Business Performance dashboard provides a view of a business’s performance across a wide range of standard business metrics. Select a bank account from the drop down menu and see your total closing balance.

I have been following this feed for a while now and shocked that this has been marked as complete. A good example of where this is a need is for reporting. Xero is meant to provide a seamless easy accounting process and budgeting is a huge part of that. Its a simple change that could speed things up for everyone.

Closing Balance by Bank Account Closing Balance during the specified Date Range split up by Bank Account. Closing Balance Closing Balance during the specified Date Range. See how much your business spends monthly on operating and non-operating expenses. Explore features and tools built for small businesses, accountants and bookkeepers. Your online accounting dashboard gives you the tools to follow up on outstanding invoices with a summary of what’s owed to you.

Would be good to get the dashboard on the App also not just on laptop version. Join Octoboard for free today and save hours of your time in the future. list and let Octoboard do the data collection, saving you hours every month. You can send invoices and statements easily by email – reducing the time and cost of postage. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. But I cannot even see “account”, “payroll” and so on.

I have updated the PC’s software also, rebooted several times etc. Your Square account has been successfully created. Sign into your account to continue to your Square Dashboard. The link we sent you to activate your Square account was only valid for 24 hours and is now expired. We just sent you an updated link to activate your account.

The watch list needs the budget added so we know how close we are to the target. This would be a really useful feature, both monthly budget and also YTD budget. YTD totals say nothing if you don’t know what the budget is. So really it would be good not only to have a monthly budget figure available to display but also the YTD budget figure. That’s what I would call a proper Accounts Watchlist. Hi team, into Feb 2020 there isn’t any change to share for adding budgets in the Watchlist, this isn’t in the pipeline right now. Software services like Xero and Octoboard are there to facilitate your day-to-day business operations.

It would be most efficient if you could look into adding a similar box on the dashboard as per Bills covering purchase orders to be used in the same fashion. Couldn’t the xero dashboard have a small area which flashes when an account goes over budget? Highlighting the account , account number, budget and balance of account. Just to check what totals would you like to see here, Becky?

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Then get reports on the areas you’re tracking to see how that part of your business is performing. Tired of time-consuming tasks and manual data entry? With Xero’s intuitive online accounting software, you can get beautifully simple views of where your cash is going and put time-consuming tasks on autopilot. it comes as standard on other accounting platforms, it would be such a useful item to add to the dashboard information screen. It would be great if you could set the GST account on the watch list to show GST payable/receivable for the BAS quarters. It takes forever to drill down through the menus every time I have to enter items.

Xero’s dashboard template provides you with insights about sales and expenses enterred in Xero to stay on top of your business. Other Income Other Income during the specified Date Range. Gross Profit Gross Profit during the specified Date Range. Expenses Expenses during the specified Date Range.

Take a look at the page and sign up to the launch list if your interested. If you have any questions feel free to contact me. We respect that the resolution for this isn’t quite what you’d all here envisioned, but it seems there’s a couple of differing requests that have been asked for. In light of this, I wanted to highlight some other threads, here in the Community. It would be very useful to have this option on the main dashboard screen to make it easier to find where to create POs. This will save the user from having to enter purchases, then use the drop down to select ne purchase order.

  • It would be really useful if you could also see the budget figure against accounts that you have chosen to appear in your Account Watchlist on the dashboard.
  • A good example of where this is a need is for reporting.
  • Return of Investment (p.a.) Return of Investment (p.a.) during the specified Date Range.
  • Assess the financial health of your business at any given point in time.

We’ll text you a verification code each time you log in to Dashboard or Register. Currently loaded videos are 1 through 15 of 16 total videos. Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved. Show the Invoices owed to you and all Bank Accounts on the left side of the dashboard. Of course, there is no right or wrong way to customize your dashboard.

We have watchlist requests for subtotals of multiple accounts, or another for a full year balance. Let me know if either of these were what you were wanting to see too and I can merge the conversation so we can keep the feedback all in the one place. It would be useful to be able to aggregate two or more accounts to be able to display this on the dashboard. Are you looking for a reporting solution for your clients? With Klipfolio, you can build and import Xero dashboards between client accounts making it fast and easy to show the data they care about.

Your competitors are already using them to save time and money. If you wish to stay ahead, you have to look at them closer, because modern businesses cannot live without modern tools. Octoboard, an all-in-one dashboard and report solution for businesses and marketing agencies. Log in with your email address and password to continue to your Square Dashboard. Any current logins with this account to Square—including Dashboard and the Square Point of Sale app—will be instantly logged out when your password is reset. I’m basically envisioning the same layout as currently, but with the ability to ‘add account grouping’ where you then tick them from a list and give them a custom name. Not atm, you’ll see this request currently has a status of Idea – Please do add your own vote at the top of this request if this is important to you too.

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Would be great to see the Payroll taxes due and due dates on the dashboard just like the bills due and upcoming vat so that no payments are missed. The payroll liabilities are not reflected under the accounts payable lists. Once payroll information is loaded from whichever source it should automatically update the dashboard for upcoming payments due. It would be really useful if you could also see the budget figure against accounts that you have chosen to appear in your Account Watchlist on the dashboard. I would also like the ability to provide totals and subtotals of accounts showing on the dashboard widget. Hi Brittany, we’ve had a few clients request this feature.

xero dashboard

the ability to group sales or overheads together would make a radical difference. Has this feature reached the top of the development priority list yet? Very keen to be able to monitor wages against total sales revenue on a monthly basis. We love how Xero lets you customize so many things. Did you know that you can edit your dashboard in Xero? We think customizing your dashboard is a great feature! Today we will show you the steps to customize your dashboard.

What I wanted was what you have delivered for Bills. The Bills dashboard item is nice, why can’t we have that for purchase orders? It has a nice, friendly button that is obviously for creating new things. Totally agreed with Jolyon Tidmarsh, would love to have this feature on dashboard. A ‘New Purchase Order’ button on the dashboard would be useful, just like the ne bill button.

Agreed, to be honest I think this watchlist is something they are not going to update any further, I wouldn’t be surprised if the feature is removed. Many business need to review frequently how much is the remaining balance against Credit Card Limits. I was surprised to see the watchlist doesn’t allow you to show actual expense against budget. You can do this from within your Chart of Accounts, Kayla. Open to edit the account, where you’ll see a check box to ‘Show on Dashboard Watchlist’. This would a great improvement to the dashboard ‘Account Watchlist’. As with a car dashboard when you are running out of oil a light flashes to warn.

xero dashboard

Modern companies use a number of useful apps and services including Xero. Although all these platforms save time and effort in various areas of business, it is sometimes challenging to collect information from different apps. Dashboard solutions like Octoboard help these companies access data easily to have a full and detailed picture of how they are doing in marketing, finance, and other areas. By uploading your bank information daily, you can see exactly where you are financially whenever you want. You can make informed business decisions rather than relying on historical accounts.

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For eg you could select 1st qtr, 2nd qtr , 3rd qtr, 4th qtr, all qtrs, current qtr, & we need current month for sales . You can put the GST account onto the watch list. Go into Chart of Accounts, select GST, select Show on Dashboard watch list.