sblive Xero Guide

The dashboard is a useful tool as an overview of the business. It should be used to govern what is left to do (i.e. bank reconciliations) as well as what the business needs to focus on from a finance perspective (e.g. chase in certain invoices).

In certain circumstances it is also an easier method of accessing transactions by either clicking the three dots (as shown below) or by selecting “New Sales Invoice” etc.

The dashboard can be customised by each individual user to display what they need to see, although the options are restricted based on the individual’s access rights. To do this scroll to the bottom and select “Edit dashboard”.

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