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The Xero Dashboard - keep track of small business finances

There are countless things to keep track of when you're running a small business – and one of the most important is your finances.

With the Xero Dashboard, you can easily see your overall business performance. You can also keep a close eye on key financials from your Chart of Accounts.

See how much money you're expecting to come in from customers, easily create invoices at the click of a button, review what's due to go out to suppliers and see when payments are due.

You can also manage expense claims and receipts, see all your bank activity and reconcile transactions with ease.

Check out this video tutorial to learn how you can use the Dashboard in Xero to manage your small business finances.


To find out more on how we can help, contact us here and we will be happy to arrange a free demo.


Speak to one of our specialist accountants today!

If you’d like to know more about how we can support your wealth management, we’re happy to help.