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Account WatchList

By January 24th, 2017 No Comments

watchlist-300x189You may have noticed on the Dashboard page in the top right-hand side, a section called ‘Account Watchlist’.

This section of Xero does exactly what it says on the tin.

It allows you to quickly see a snapshot of income or expenditure on certain accounts, shown by current month and also year to date.

This can give you a quick indication of the accounts that are key to your business. You can also click into these accounts to see a more detailed breakdown of how the figures are made up.

The great thing is that you can keep an eye on any account that matters to you, simply at the click of a button.

Just to the right of the Account Watchlist heading, there is a link to ‘Go to Chart of Accounts’.

From here, you can click into any account that is key to your business, tick the ‘Show on Dashboard Watchlist’ box, and this account will then be displayed on your Dashboard.

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