The Xero dashboard for New Zealand businesses
Track all your business finances, all on one page, with the Xero dashboard. Stay up to date on the key metrics you choose – your account balances, cash flow, and the status of your invoices, bills, and expenses, so you’re ready to do business.
All your finance essentials
The Xero accounting dashboard displays all your important numbers in the way you choose.
Stay on top of your cash flow
A clear view of money coming in and out of your business lets you make easier decisions on your spending.
Find all your balances in one place
Your bank, credit card, and other balances together for a comprehensive view of your finances.
Track important business metrics
Customise the dashboard to show you the measures most important to the success of your business.
"I’m not an accountant, but I do like looking at numbers and dashboards that enable us to see quickly how our business is doing."
Sheryl Ozinsky started the Oranjezicht City Farm Market with a dream to create community through food. From a NPO to a profitable business Sheryl Ozinsky scaled with the help of MGI Bass Gordon and Xero.
Learn more about Sheryl’s story
Stay on top of your cash flow
You can’t plan for what you don’t know. The Xero dashboard shows you outstanding and overdue invoices and payments so you know what’s ahead and can make confident decisions with the latest information.
- See what customer payments are coming up
- Check the status of expense claims and your outstanding bills
- Get clean, uncluttered charts and graphs to easily monitor your cash flow
Find all balances in one place
Tracking your business bank balances, payment providers, and business credit cards is easier when they’re all together on your Xero accounting dashboard. It’s an overview of your money so you can make quicker, better decisions for your New Zealand business.
- Choose which bank and credit card accounts and feature on the dashboard
- Keep all your balances in front of you – no need to log in to multiple accounts or switch between screens
- Quickly reconcile your bank transactions for an up-to-date view of account balances
Track your most important metrics
Focus the dashboard on the key information you want. To keep an eye on, say, your cash flow and bank balances, set these as key metrics so they’re right there on your dashboard. You can also generate graphs and charts to visualise specific areas of your business performance.
- Customise your dashboard to show the areas that are most important to you, such as expenses or income
- Set goals and track your performance on the dashboard
- Dig into the details with monthly reports to identify patterns in your data
Chase up outstanding invoices
Too many clients who are slow to pay? Xero's finance tracking software shows you when to get proactive with your cash flow. Easily view outstanding and overdue invoices, then follow up with your clients or send them an automated reminder.
- See a summary of what your customers owe you
- View invoices by the due date, the amount owed, or what’s overdue
- Set up invoice reminders to prompt late-paying customers automatically
How Xero’s dashboard helps small businesses
Make life simpler with finance tracking software and see real benefits in your business.
Figures that are quick to access
The right information, right in front of you on a single page, so you always know the state of your business.
More confident planning for your business
Turn to your Xero dashboard for help with data-driven insights so you can make confident decisions.
Easy collaboration with your accountant
Calls and online meetings are easier when you’re looking at the same dashboard.
The Xero dashboard connects you to accounting insights
The Xero dashboard is like the front page of your Xero account. Scan the dashboard for the headline figures you need to run your New Zealand business everyday. Then use the software’s other tools – like reports, cash flow projections, and analytics – to support your business decisions.
Find out how Xero can boost your business
FAQs on the Xero dashboard
Yes. You can customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want. You’ll see what matters most whenever you have a spare minute.
See how to set up and adjust your dashboardYes. You can customise the dashboard to show your preferred metrics – like your account balances, bills to pay, invoices owed, and favourite reports – in any order you want. You’ll see what matters most whenever you have a spare minute.
See how to set up and adjust your dashboardSet up your dashboard to show a graph that shows your total cash in and out of your business for the past six months. You’ll also see a summary of invoices owed to you and bills you need to pay. From there, go to the bank summary report for more details on your cash flow.
View the bank report summarySet up your dashboard to show a graph that shows your total cash in and out of your business for the past six months. You’ll also see a summary of invoices owed to you and bills you need to pay. From there, go to the bank summary report for more details on your cash flow.
View the bank report summaryXero’s dashboard presents you with the headline information you need to do business. It condenses your business activity into clear numbers and graphs on a single screen so you’re up to date at a glance. It can be customized so you can focus on the most important details.
Xero’s dashboard presents you with the headline information you need to do business. It condenses your business activity into clear numbers and graphs on a single screen so you’re up to date at a glance. It can be customized so you can focus on the most important details.
A finance dashboard displays your key figures such as your bank balance and short-term cash flow. It’s a quick and easy way to see what’s happening with your business, distilling complex information into just a few numbers and charts.
A finance dashboard displays your key figures such as your bank balance and short-term cash flow. It’s a quick and easy way to see what’s happening with your business, distilling complex information into just a few numbers and charts.
Your Xero dashboard works best when it shows the numbers and metrics you need the most. Depending on your business goals and priorities, this could be your bank balance, upcoming bills, and outstanding invoices.
Your Xero dashboard works best when it shows the numbers and metrics you need the most. Depending on your business goals and priorities, this could be your bank balance, upcoming bills, and outstanding invoices.
Plans to suit your business
Start using Xero for free
Access Xero features for 30 days, then decide which plan best suits your business.
FAQs about Xero in New Zealand
Yes, you can connect your Xero account with the IRD (Inland Revenue Department) to more easily prepare and submit your returns, so you never miss a deadline.
Find out more from the IRD on running a business.Yes, you can connect your Xero account with the IRD (Inland Revenue Department) to more easily prepare and submit your returns, so you never miss a deadline.
Find out more from the IRD on running a business.Yes, Xero complies fully with payday filing. Your payroll administrator only needs to connect to the IRD once, and then employee pay details are filed with the IRD each pay run.
Yes, Xero complies fully with payday filing. Your payroll administrator only needs to connect to the IRD once, and then employee pay details are filed with the IRD each pay run.
The best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
Check out Xero’s pricing plans.The best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
Check out Xero’s pricing plans.No – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA extra layer of security by checking that it’s really you when you log in.
Learn about data protection with Xero.No – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA extra layer of security by checking that it’s really you when you log in.
Learn about data protection with Xero.Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in New Zealand.
Check out the Xero App Store.Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in New Zealand.
Check out the Xero App Store.
