Xero’s New Dashboard: What’s Changed & How To Use It
- edenbookkeeping
- Sep 14, 2025
- 3 min read
As small business owners, we rely on Xero to give us a clear, real-time picture of our finances. This year, Xero rolled out its brand-new dashboard update, and while the layout might look different at first glance, the changes are designed to make your financial management smoother, faster, and more insightful.
At Eden Bookkeeping Solutions, we’ve already been testing the new dashboard with clients — and here’s what you need to know.
What’s New in Xero’s Dashboard?
The updated dashboard focuses on clarity, customisation, and control. Here are the standout changes:
Cleaner layout: A more modern, minimal look that helps you spot key numbers quickly.
Custom widgets: Move, hide, or expand the sections you use most (bank accounts, invoices, bills).
Improved cash flow view: See what’s coming in and going out at a glance, with clearer overdue invoice alerts.
Bank feed insights: Smarter matching suggestions and clearer reconciliation status.
Mobile friendly: The design is smoother on smaller screens, so checking balances on the go is easier.
Why the Change Matters for Your Business
For many business owners, logging into Xero is the first step of the day. The new dashboard helps you cut through the noise and get straight to what matters:
Keeping an eye on cash flow (without clicking into multiple reports).
Spotting overdue invoices faster (and acting before they become a problem).
Saving time with smarter reconciliation.
Building a personalised workspace that works the way you do.
How To Make the Most of the New Dashboard
Here’s how to take full advantage of the new design:
Customise Your View
Drag and drop widgets so the info you care about is always front and centre — no more scrolling.
2. Watch Cash Flow Like a Hawk
Use the cash in/out snapshot to make sure money is flowing as it should. Pair this with regular bank reconciliations for accuracy.
3. Stay on Top of Invoices & Bills
Set up reminders and use the dashboard’s overdue alerts to chase late payments before they impact your business.
4. Use Bank Feed Insights
The improved matching suggestions cut down time spent coding transactions. If in doubt, check with your bookkeeper before confirming.
5. Star Key Reports
Pin your favourite reports (like Profit & Loss or Aged Receivables) for quick access directly from the dashboard.
Xero Tips From a Bookkeeper’s Perspective
At Eden Bookkeeping, we love anything that saves time and helps clients understand their numbers better. Our top tip: don’t just look at your dashboard — use it to drive decisions.
If your cash in is lower than cash out, it’s time to review payments, chase debts, or adjust spending. The new dashboard makes this easier to spot, but it’s the actions you take that matter.
FAQs
Q1: Can I switch back to the old Xero dashboard?A1: No, once rolled out to your account, the new dashboard replaces the old design.
Q2: Do I need to pay extra for the new dashboard?A2: No, it’s included in your existing Xero subscription.
Q3: Will my saved settings carry over?A3: Yes, your bank accounts, invoices, and bills are still there — but you may need to re-customise your widget layout.
Q4: Is the new dashboard available on mobile?A4: Yes, it’s designed to be more responsive and user-friendly on smaller screens.
Q5: How can I learn to use the new dashboard effectively?A5: Book a Xero Power Hour with Eden Bookkeeping Solutions and we’ll walk you through tips tailored to your business.
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