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  • What we love about the new Xero Dashboard

What we love about the new Xero Dashboard

Author: Consolid8 Team   Date Posted: 3 February 2015 

Xero recently unveiled a new look dashboard, making it easier for users to get a clearer view of their business' financial performance. This update paves the way for Xero's upcoming Business Performance Dashboard due out early 2015.

 

Here is what our team love about Xero's Facelift:

 

Arieta Park, Accountant

You can now send multiple statements at the click of a button (previously you had to send these one at a time). So much more efficient. The inbuilt calculator function is really clever. Like in Excel- you can now type a formula into the amount cell in Xero and it will calculate it for you.

 

Kayla Jackson, Accountant

I like the new Aged Receivables report - it shows which debtors' invoices are falling due but have not reached the first aging period (becoming overdue). Easy way to manage your debtors. Also the new quotes system gets top marks. It allows you to turn an accepted quote into an invoice straight away! This is a really cool seamless function.

 

Kana Mizue, Senior Accountant

The ability to add comments, feedback and insight to a Profit & Loss Statement or Balance Sheet (or any reports listed under 'New reports') is a great way for us to communicate with clients.

 

Roger Vergara, Business Analyst

One new feature I think is handy for business owners is the Total Cash In and Out graph. It provides a quick snapshot of the business' cash flow. This is a great tool for flagging the need for funds in the short term.

 

Peta Cullen, Financial Controller

My favourite thing about the new Xero is the ability to hide deleted and voided invoices on customer and supplier invoice reports - this means you aren't sifting through unnecessary data!!

 

Call Consolid8 on 1300 222 353 if you would like more information about these new features or help with converting your accounting system to Xero.

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