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New Look Xero Dashboard Rolling Out

Functionally still the same ...

 
 

Posted by Alison Mead on 25/04/2022 @ 8:00AM

Xero has started rolling out their new look Xero dashboard and it certainly does look a little different. They're putting a lot of work into upgrading their accounting platform and these changes are pretty relevant ...

The new look Xero dashboard will we rolling out to you soon!

The new look Xero dashboard will we rolling out to you soon!

copyright: xero


It's the philosophy of most tech companies. You change your phone every couple of years and software is the same to ensure best practice for their client's businesses. Functionality doesn't change, just some tweaks to the design of the Xero dashboard.

As with all software changes, being forewarned means you can adjust to the changes better, however, Xero says the new dashboard version improves speed and accessibility as well as offering a more consistent experience across the whole platform.

So, what's changed?

  • Introduction of a new 'hide', button instead of the old 'x', button on the introduction and welcome banners, which will run across the top of the screen

  • The 'edit', 'save' and 'cancel', buttons will be located in the top-right corner of your screen, instead of the bottom

  • If you're an accountant or bookkeeper, you will notice new names and descriptions for each widget when setting up a Xero account for the first time

  • A new colour strip on the information panel below widgets will help you understand what step to take next (orange strip) or any errors (red strip) at a glance

  • When editing your dashboard, you'll be able to select or unselect a 'show' checkbox, instead of clicking the 'hide', button

  • The drag icon will be at the bottom of the widget instead of the top, and there'll be a yellow placeholder that will appear when you move widgets, so you can see the location more clearly

After seeing the new Xero dashboard, I feel very positive about the redesign and they've had a lot of good feedback from other bookkeepers and accountants who've tested it too.

I'll keep you informed on any other significant news about these changes that I receive, but do look out for the new Xero dashboard and let me know when you get it yourself and may need a handholding session to find your way around.

Until next time ...



ALISON MEAD

 
 


Would you like to know more?

If anything I've written in this blog post resonates with you and you'd like to discover more about the new Xero dashboard, then it may be a great idea to give me a call on 01604 217365 and let's see how I can help you.

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About Alison Mead ...

 

Alison loves bookkeeping and supporting bookkeepers. She has been helping clients to be better bookkeepers in Sage 50 for over 24 years and has been Xero Accredited in accounts and payroll for a number of years too.

She specialises in a very unique hand-holding method of training, helping bookkeepers and business owners to use their accounts software as and when they need support in setting up and producing their invoices, reports and financial information.

Alison combines her role at Silicon Bullet with her Forever Living network marketing businesses and is often to be seen at business networking meetings as she likes to keep busy.

You know what they say: if you want something done well ask a busy person!

Telephone:

01604 420057

Website:

https://www.siliconbullet.com