Your Xero Accounting Dashboard

Your Xero Accounting Dashboard

Now, users who are working in Xero and ask for help will get a fast, simple, AI-generated answer alongside a list of other relevant content articles. The answer takes into account the page they’re viewing and the version of Xero they use to ensure the surfaced information is relevant. We know that in accounting, there’s just no room for this kind of hallucination.

Follow up on outstanding invoices

It was so exciting to demonstrate Just Ask Xero (JAX) live in front of an enthusiastic crowd of accountants and bookkeepers at Xerocon London today. We previewed this innovative new product at our Investor Day earlier this year, and we’re really proud to be able to show a live demo only a few short months later. Explore all the different ways you can use Databox to gain better data insights needed to drive better business decisions. Discover our pre-built templates from various integrations that businesses use on a daily basis to improve performance. As you can see, we’re really making strides on delivering on our product vision to build the most powerful accounting platform in the UK.

Supporting you and your clients to adapt GenAI

We hope these guides help to provide some inspiration in taking the first step towards exploring using AI in your practice and encouraging your clients to do the same. So, to help you and your clients embrace AI and understand the benefits of these new tools, we’ve published two simple AI guides, tailored to small businesses and their advisors. Xero’s dashboard template provides you with insights about cash flow, bank accounts, sales and expenses entered in Xero to stay on top of your business. We were excited to unveil the first look at the client insights’ snapshot which shows key client financial health metrics such as business health, profit and expenses across the practice.

Customize this dashboard with Databox

At Xerocon today, I also touched on some other exciting developments Xero has made in the GenAI space. We finalise the integration process by connecting your data with visually stunning Accounting Practice Dashboards that let you monitor and improve your business continuously. We analyse your needs, create insightful dashboards, teach you how to use them, and support you along the journey. The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard. Let us know what you are trying to build and our team of experts will help you turn your data into actionable insights.

Set up your small business in Xero

Ensuring that the numbers you’re working with are accurate is essential, so we’ve invested heavily in building technology that you can trust. JAX, your smart business companion, available in beta in August this year, will https://www.quickbooks-payroll.org/ help you and your clients run your businesses more efficiently. You’ll be able to Just Ask Xero to complete tasks such as generating an invoice or editing a quote right from the apps and devices you commonly use.

Additionally, we’ll make it easier for small businesses to switch to Xero Payroll anytime during the tax year, by simply uploading their most recent filing data and following a few simple steps. Xero will be the first major accounting platform to offer Tap to Pay in the UK. Tap to Pay enables businesses to accept payments on the spot, right from the Xero Accounting app. The new contactless payment method for Xero invoicing, enabled through Stripe, gives small businesses more ways to accept the types of payments customers want. In May, we embedded new GenAI-powered help content inside the Xero product to surface accurate answers, faster.

We take care of complex data integration by connecting to Xero platforms (Accounting, Practice Manager, WorkflowMax) as well as a variety of other solutions. When you need to customize this template (or any other dashboard) to include what is a general ledger account different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer. The online accounting dashboard gives you the tools to proactively follow up on outstanding invoices.

It will make managing jobs across your practice much easier when you know how they line up to your clients’ tax obligations. It will help you automatically prepare partnership annual accounts and tax using Xero data, and seamlessly file partnership tax returns with HMRC. You can now manage your compliance tasks, all in one place, eliminating the need to have multiple practice tools. Digitising tax and accounts workflows is the key to optimising efficiency in your practice, so we were delighted to unveil the next addition to Xero Tax, our new partnership tax solution, at Xerocon.

1. Tap to Pay will first be offered to UK Android users in a beta program in August, and available on more platforms in the following months.
2. Discover our pre-built templates from various integrations that businesses use on a daily basis to improve performance.
3. Client insights will provide accountants and bookkeepers with the data they need to best support their clients.
4. These new financial insights help you confidently grow your advisory offering by highlighting clients who would benefit from timely conversations about emerging issues.

Lead with confidence using our “SaaS Leadership Dashboard” powered by ChartMogul and Xero. We showcased the first look of payroll manager, a new dashboard in XPM and Xero HQ, that gives you an easy way to view payroll data across your practice’s clients in one place. Client insights will provide accountants and bookkeepers with the data they need to best support their clients.

Efficient payroll management is crucial, but disconnected tools and platforms can make it difficult to get a complete, real-time view of your clients’ financial position. These updates will help you serve more types of small businesses, make crucial pay runs easier to administer, streamline multi-client tasks, and reduce manual payroll errors. Lead with confidence using our “SaaS Leadership Dashboard” powered by Stripe and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Lead with confidence using our “SaaS Leadership Dashboard” powered by ProfitWell and Xero.

Plus, it can be hard to get excited about the benefits of GenAI if you don’t really understand it. Dashboard Insights seamlessly integrates with third-party software and offline data platforms to consolidate key metrics into accessible insights. A Xero Dashboard gives you an immediate snapshot of your business’s financial status. The Xero dashboard includes graphs showing total cash in and out, invoices owed to you, and bills you need to pay, to give you insights into your business cash flow.

Whether you are looking for client reporting dashboards, agency dashboards, marketing dashboards, or sales dashboards, Databox can help you build them. Xero Payroll in the UK also includes a number of improved features designed to suit a workforce that increasingly wants to work more flexibly. We’ve made it easy to manage employees’ working patterns to support non-traditional working hours, such as four-day working weeks. Set up of employee pensions has also been simplified with additional guidance and increased flexibility to edit and update fields. Tap to Pay will first be offered to UK Android users in a beta program in August, and available on more platforms in the following months. Connect to apps that integrate with Xero to manage operations and collaboration from a single place.

Many of you have been eagerly watching to see how the rise of generative AI can help support productivity for you and your small business clients. And soon Just Ask Xero (JAX), our generative AI-powered smart business companion, will be here. It is available in beta in August and will help you and your clients run your business more efficiently. You’ll be able to ‘Just Ask Xero’ to complete tasks like generating an invoice or editing a quote, either in Xero or via other apps and devices that you regularly use day-to-day, such as mobile, WhatsApp and email.

Get a financial snapshot with our “Financial Overview Dashboard.” Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. We’ve had a really positive response from customers who have tested the new dashboard as part of our design research panel. We will continue to listen to your feedback on the features you’d like to see in the future, so we can make it easy for you to keep an eye on your finances and stay on top of your cash flow. Get a snapshot of cash coming in, going out, and bills that are due, to gain insights into business cash flow.

Access Xero features for 30 days, then decide which plan best suits your business. The functionality of your https://www.business-accounting.net/how-to-calculate-estimated-taxes-calculating/ won’t change, but there are some small tweaks to the design that may take some getting used to. The new version is designed to give you a consistent experience across Xero, while also improving speed and accessibility. Sync Xero with software you already love or easily find and try new apps designed to save your business time and money at the Xero App Store. Access all Xero features for 30 days, then decide which plan best suits your business. Once you’ve set up things like bank feeds and invoices, the dashboard charts and graphs will show that information.