How to Customise Your Xero Dashboard

Customising your Xero dashboard is an essential step in tailoring your accounting software to meet your specific business needs. By adjusting the dashboard, businesses can focus on key financial data, streamline processes, and make more informed decisions. Here’s how you can customise your Xero dashboard:

Step-by-Step Guide to Customisation

 

  1. Access Your Dashboard: Log into your Xero account and navigate to the Dashboard. 
  2. Edit Layout: Look for the ‘Edit Dashboard’ button, usually located at the top or bottom of the page. Click on it to enter the customisation mode. 
  3. Rearrange Panels: Drag and drop panels to reorder them. This allows you to position the most important information, like bank balances or outstanding invoices, at the forefront. 
  4. Add or Remove Panels: Depending on your business requirements, add panels that you need or remove those you don’t. This could include cash flow details, invoice statuses, or expense claims. 
  5. Save Your Settings: After arranging the panels to your satisfaction, ensure you save the changes to keep your dashboard in the customised layout.
Why Customise Your Dashboard?

Customising your Xero dashboard offers several benefits:

  • Improved Efficiency: With crucial information at a glance, you save time and reduce the need to sift through various pages. 
  • Better Financial Oversight: Tailored dashboard layouts provide a clearer view of your financial health and help identify areas needing attention. 
  • Streamlined Operations: By focusing on relevant data, you can streamline your financial operations and improve overall business management. 

By following these steps to customise your Xero dashboard, businesses can harness the full potential of Xero, making financial management more efficient and tailored to their unique requirements.

 

Tips to consider when customising your Xero dashboard

 

When customising the Xero dashboard, it can be difficult to know where to start. So, our Xero experts have given a few pointers below to get you thinking in the right direction:

  1. Prioritise Key Financials: Place the most critical financial widgets, like bank balances or upcoming bills, at the top for easy visibility. 
  2. Customise for Role: Adjust the dashboard based on the specific needs of the user’s role in the business. Different team members may require different data. 
  3. Utilise Shortcuts: Add shortcuts for frequently used features to save time. 
  4. Review Regularly: Regularly review and update the dashboard to reflect any changes in business priorities or financial focus.

For more detailed instructions and visual guides, please refer to Xero’s official support page. Alternatively, please feel free to reach out to our experts at Lewis Brownlee! As Platinum Partners with Xero we are able to offer a comprehensive array of Xero-related services to ensure you and your business get the very best from this amazing product! So, should you require an even more customised dashboard showing specific KPIs, please do talk to us about implementing the likes of Futrili into your business, or similar! We’re here to help!

Furthermore, we offer a free introductory meeting to get you started. So, what are you waiting for! Call us today at one of three offices, and let’s see how we can help partner in your success!

Chichester: 01243 782 423 | Midhurst: 01730 817 243 | Whiteley: 01489 287 782

 

If you’d like to speak to one of our experts about your accounts, please call 01243 782 423, or email from our contact page and we will be in touch! We also update our YouTube Channel regularly with new content, see here: Lewis Brownlee YouTube channel.