=Customizing your Xero dashboard is a helpful way to tailor the information and widgets you see when you log in, allowing you to focus on the most relevant data for your business. Here’s how you can customize your Xero dashboard:
- Log In to Xero:
- Start by logging in to your Xero account using your credentials.
- Access the Dashboard:
- You will be directed to the default Xero dashboard upon login.
- Customize Your Dashboard:
- To customize your dashboard, look for the “Customize dashboard” or “Edit dashboard” option, typically located in the upper-right corner of the dashboard. Click on it to begin customization.
- Edit Widgets:
- You’ll now be in edit mode, where you can add, remove, or rearrange widgets on your dashboard. Widgets are the individual sections displaying specific information, such as bank account balances, invoices, bills, and expense claims.
- Add Widgets:
- To add a widget, click the “Add a widget” or similar button. This will open a menu where you can select from various available widgets. Common widgets include:
- Bank account balances
- Invoices owed to you
- Bills to pay
- Expense claims to review
- Sales performance charts
- Expense tracking charts
- And more
- To add a widget, click the “Add a widget” or similar button. This will open a menu where you can select from various available widgets. Common widgets include:
- Rearrange Widgets:
- You can click and drag widgets to rearrange their order on the dashboard. This allows you to prioritize the information that’s most important to you.
- Remove Widgets:
- To remove a widget, click on the “X” or “Remove” icon typically located in the top right corner of the widget.
- Resize Widgets (if available):
- Some widgets can be resized to show more or less information. Look for a resize icon (usually a corner arrow) on the widget to adjust its size.
- Save Changes:
- After customizing your dashboard to your satisfaction, click the “Save” or “Done editing” button to save your changes. Your dashboard will now display the updated layout and widgets.
- Exit Edit Mode:
- To exit edit mode and return to your customized dashboard, simply close the edit mode or click the “Exit edit mode” button, if available.
- Periodic Review:
- It’s a good practice to periodically review and update your dashboard as your business’s needs change. You can add or remove widgets as necessary to ensure that the dashboard provides you with the most relevant and up-to-date information.
Allow our bookkeeper for small business to navigate the intricacies of accounts payable and accounts receivable while you focus on expanding your business and serving your clients.
Customizing your Xero dashboard can help you stay organized and focused on the financial data and metrics that matter most to your business. Whether you’re tracking cash flow, monitoring sales, or keeping an eye on expenses, a tailored dashboard can make your financial management tasks more efficient.
