Did you know that you can edit your dashboard in Xero? We think customizing your dashboard is a great feature! We love how Xero lets you customize so many things. Today we will show you can go about customizing your dashboard.
Step 1: Log into your Xero account and go to your Dashboard.
Step 2: Click on “Edit dashboard” at the bottom of the page.
Step 3: Now the page will turn gray and you are able to move things around how you like them. You can also hide accounts and lists from showing on your dashboard by clicking “Hide”. Be sure to click “Save Changes” when you are done.
Step 5: Enjoy your personalized dashboard!
Of course, there is no right or wrong way to organize your dashboard. An idea is to show the “Invoices owed to you” and all bank account accounts on the left side of the dashboard and the “Account watchlist, “Bills you need to pay” and all credit card accounts on the right side of the dashboard. But of course how you organize your dashboard is completely up to you. So feel free to have fun with your dashboard and make it work for you!