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Charting your success

The first thing you’ll notice when you log into Xero is its report-driven interface.Xero’s visually rich charting and reporting is designed to the bring information you need straight up to the surface. Charting and reporting is there to give you a snapshot of your business – help you identify trends and warn you of upcoming transactions that will affect your cash flow. But not only that, they’re fully interactive, enabling you to dive into the information behind them and perform any actions necessary.

To illustrate what I mean, I’d like to show you a couple of examples of graphs you’ll find in Xero. The graph below is designed to show you how much money is coming in to your business at a glance, by displaying outstanding invoices, and when they were raised.

You can roll over each bar in the graph to find out who the invoices are from, and their exact amount. In Xero (disabled in this example) you’ll be able to click on each bar to view the actual invoice, mark it as paid, or send a reminder email if necessary.

Because Xero can be setup to import your bank statements daily, we’re able to give you a really powerful, up-to-date view of your accounts. The graph below displays a snapshot of recent movements in your account. Not only that, because Xero gives you easy access to the full history of your account, we’ve been able to include some really nice features to let you go back in time. Try it out by dragging the scroll bar left on the example graph below. You can even adjust how much information you want to view at anytime by dragging the time range sliders in the macro view.

It’s this kind of cashflow clarity we’re keen to develop and improve on in the future, and I look forward to hearing how well it is received by our users.


Read more about Business, Design, Tips (Xero Business)


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