Xero Features Screenshots
The Xero Dashboard
The Xero Dashboard displays all of your most important financial information – so you don’t need to trawl through all of your data to get a clear view of your business.
Stay on top of cashflow and see all your bank balances, invoices, bills and expense claims at a glance. Add new transactions with a click and see interactive graphs with money going in and out.
Having real-time financial data at your fingertips means you can respond quickly and make informed business decisions.
Xero Bank Reconciliation
Connect Xero to your bank account and get your bank statements imported and categorized automatically. Match statement lines from your bank account with transactions you create in Xero and just click OK to reconcile. It’s effortless to keep your accounts accurate and up to date.
Xero Sales Dashboard
The Sales dashboard shows a summary of the invoices awaiting payment by customers, invoices awaiting further processing, quotes you have created, outstanding billable expenses, and money due to come in. From here you can also create new invoices, quotes and credit notes, and you can review and send customer statements.
Xero Purchases Dashboard
The Purchases dashboard shows a summary of the bills and purchase orders that need further processing. For example, it shows the bills you need to pay and the bills and purchase orders you need to approve. From here you can also create new bills and purchases orders, or you can search for and process existing ones.
Xero Budget Dashboard
Create budgets that you can compare with actual income and expenditure throughout the year. If you use tracking, you can also set up budgets for tracking categories. Save your budget regularly to avoid losing your updates.
Xero Reports Center
Running a business is all about information. The more you know, the more informed your decisions are. And when your decisions are better-informed, your chance of success is higher. Financial statements are the best way to get this information. They open your eyes to potential pitfalls or alternatives you can explore when making a decision.
For an in-depth deep dive into all of the features that Xero has to offer your business, you can visit the Xero features webpage. It’s packed with tons of information and screenshots of all of Xero’s features!
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