Xero is an online accounting platform specifically designed for small and growing businesses. Having the ability to access your Xero account from any device, provides business owners the ability to easily monitor their financial position.
Xero features allow you to monitor your cash flow, account details, and transactions as well as make sure you are always on top of your bills, helping you maintain a good relationship with your vendors.
The data found in your Xero account can be easily visualized on Ovionds reports and dashboards.
Using Xero On Oviond
Xero connects to Oviond using your email address and password. This authentication only needs to be done once per Xero account.
We have a comprehensive help center article that will answer any questions you may have related to Xero’s authentication to Oviond, permissions, and limitations.
Data Available On Oviond For Xero Widgets
Our Xero integration has a range of measures that are available when creating a widget on Oviond. You can view all the measures once you have successfully connected your Xero account to your client project.
Top metrics available on Oviond for Xero:
- Opening Balance: The balance of a ledger account is brought forward from the old accounting period to the new accounting period.
- Cash Received: Recorded cash you have received from your customers.
- Cash Spent: Recorded cash spent through payments made.
- Closing Balance: The amount of cash left at the end of the month (last day of month).
Feel free to let us know if you need any metrics added to Xero on Oviond and we would be happy to look into adding these in for you.
Using Xero In Dashboards, Reports, and Funnels
Xero widgets can be created on Ovionds reports and dashboards. We have designed the widget builder to be completely intuitive, offering you the ability to easily report on data seen on your Xero account.
Custom Templates For Xero On Oviond
Oviond does not offer standard or blended templates for Xero data, however, you are able to create your own custom template that can be accessed across client projects.
You can create custom templates by selecting “Add Dashboard” or “Add Report” in a client project. Under our standard template, select the option to create a “Blank Dashboard” or “Blank Report” to start a template from scratch.
If you would like to combine Xero data with another template, you can also select from our standard templates or blended templates.
Once you have added your Xero data to your report or dashboard, select “Save As Template” to create your new custom template. To access your custom template, you can select the “Custom Template” tab under “Add Report” or “Add Dashboard”.
Ready to get started with Xero on Oviond?
If you still have some questions about Xero, please reach out to our support team.