October’s Xero tip: Keep an eye on key accounts with a watchlist
Stay on top of your business’s financial health by adding key accounts from your profit and loss or balance sheet to Xero’s Watchlist. This feature gives you instant visibility into the accounts that matter most every time you log in. Whether it’s monitoring revenue, expenses, or cash flow, your crucial figures are always front and centre.
Plus, you can take it a step further by incorporating budgets into your Watchlist. This way, you can easily compare actual performance against your budget, helping you stay on track with your financial goals. Make smarter decisions faster by leveraging Xero’s Watchlist today!
Here is how you can create your own watchlist:
Step 1 – Navigate to the report dashboard
Step 2 – Locate the management report and press on the three dots and ‘create new report pack’
Step 3 – Add reports to the pack and tailor as required
Step 4 – Save as a custom report pack to run at the click of a button
