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Overview | New User Interface
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i
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This is only early days for our integration with your practice stats via Xero; Our intention is to bring more information in for you to choose from to enable you to truly customise the information that you have at your fingertips. |
New UI still under construction
Before you start...
Before you make a start, there are a couple of things you need to do and note:
- To enable the integration, head on into your practice settings and select "Connect to Xero" and follow the instructions to select your firm's Xero file before being returned back to AccountKit.
- Once you return to your dashboard you will find that Your Xero Stats have now appeared.
- Your practice states will automatically refresh overnight, but you can always press the refresh button at the top of each panel to bring in the latest figures.
On Your Dashboard
{NEW IMAGE TO COME}
Please note: The above is an example only. May differ to the final result.
Panel 1 - Debtors
This panel identifies your 10 highest outstanding invoices and any amounts paid to date. Presently you have no other abilities to manipulate or use this data.
| Column | Description | |
|---|---|---|
|
1
|
Client Name Due Date |
This identifies the client's name and the due date of the highlighted invoice. |
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2
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Invoice # | The invoice number within your Xero Org. |
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3
|
Due Paid |
Outlines the current balance of funds owing and the total amount already paid to date. |
Panel 2 - Creditors
This panel similarly identifies your 10 highest outstanding bills and any amounts already paid to date.
| Column | Description | |
|---|---|---|
|
1
|
Contact Name Due Date |
This identifies the contact (biller) name and the due date of the highlighted bill. |
|
2
|
ACN | This is the bill invoice number within your Xero Org. |
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3
|
Payment | Shows the balance due on the bill and any payments already made against the bill to date. |
Panel 3 - Account Watchlist
This panel is essentially the same as that you would see in your Xero org; You can keep an eye on those accounts that are most important to you, such as the bank accounts and sales.
| Column | Description | |
|---|---|---|
|
1
|
Account Name | This list is simply the name of the accounts you've selected for watching. |
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2
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Curr. Bal. | Represents the balance of the account as of today. |
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3
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Prev. Bal. | Represents the balance since the last update (yesterday) |
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4
|
Change | Shows the amount the balance has changed since the last update. |
Editing your Watchlist
To edit your watchlist for the accounts you want to monitor:
- Press the cog icon in the top right to go to the edit page.
- Press the Toggle for the accounts that you would like to see on your dashboard.
- If the account you're after is missing, press the refresh button to reload the account list from Xero.
- Go back to the dashboard to confirm that the accounts have been correctly applied.
Related Links
| Practice Settings - Integrations | Head to practice settings for the steps to enable this integration. |
| Shared Elements (Eg. Action Menu) | Check out this link for various elements shared throughout the various toolsets. |
Overview - Legacy User Interface
|
i
|
This is only early days for our integration with your practice stats via Xero; Our intention is to bring more information in for you to choose from to enable you to truly customise the information that you have at your fingertips. |
Before you start...
Before you make a start, there are a couple things you need to do and note:
- To enable the integration, head on into your practice settings and select "Connect to Xero" and follow the instructions to select your firms Xero file before being returned back to AccountKit.
- Once you return to your dashboard you will find that Your Xero Stats have now appeared.
- Your practice states will automatically refresh overnight, but you can always press the refresh button at the top of each panel to bring in the latest figures.
On Your Dashboard
Panel 1 - Debtors
This panel identifies your 10 highest outstanding invoices and any amounts paid to date. Presently you have no other abilities to manipulate or use this data.
| Column | Description | |
|---|---|---|
|
1
|
Client Name Due Date |
This identifies the client's name and the due date of the highlighted invoice. |
|
2
|
Invoice # | The invoice number within your Xero Org. |
|
3
|
Due Paid |
Outlines the current balance of funds owing and the total amount already paid to date. |
Panel 2 - Creditors
This panel similarly identifies your 10 highest outstanding bills and any amounts already paid to date.
| Column | Description | |
|---|---|---|
|
1
|
Contact Name Due Date |
This identifies the contact (biller) name and the due date of the highlighted bill. |
|
2
|
ACN | This is the bill invoice number within your Xero Org. |
|
3
|
Payment | Shows the balance due on the bill and any payments already made against the bill to date. |
Panel 3 - Account Watchlist
This panel is essentially the same as that you would see in your Xero org; You can keep an eye on those accounts that are most important to you, such as the bank accounts and sales.
| Column | Description | |
|---|---|---|
|
1
|
Account Name | This list is simply the name of the accounts you've selected for watching. |
|
2
|
Curr. Bal. | Represents the balance of the account as of today. |
|
3
|
Prev. Bal. | Represents the balance since the last update (yesterday) |
|
4
|
Change | Shows the amount the balance has changed since the last update. |
Editing your Watchlist
To edit your watchlist for the accounts you want to monitor:
- Press the cog icon in the top right to go to the edit page.
- Press the Toggle for the accounts that you would like to see on your dashboard.
- If the account you're after is missing, press the refresh button to reload the account list from Xero.
- Go back to the dashboard to confirm that the accounts have been correctly applied.
Related Links
| Practice Settings - Integrations | Head to practice settings for the steps to enable this integration. |
| Shared Elements (Eg. Action Menu) | Check out this link for various elements shared throughout the various toolsets. |
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