Xero is a cloud-based accounting software designed to simplify financial tasks, record and reconcile transactions, track expenses, generate invoices, and provide real-time insights into business performance. It helps small businesses streamline their accounting processes, save time, and make informed financial decisions.
Wouldn’t be nice to see how your business is performing, wherever you are? Xero is online accounting software for your small business. Have an instant view on your Income, Expenses, Cash summary, Profitability, Payments, Bank Summary and many more. Combine it with stats from our other connectors to track the overall performance of your business.
About Xero
Xero is world-leading online accounting software built for small business.
Xero
Income is the sum of all revenue earned by a business during a defined period of time, including sales, services, and other sources of income.
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Gross Profit is a financial metric that shows the profit earned by a business after deducting the cost of goods sold from its revenue. It represents the amount of money left after accounting for the direct expenses associated with producing and selling a particular product or service.
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Net profit is the amount of revenue a business earns after deducting all expenses, including taxes and interest. It reflects a company's overall profitability and is a key measure of financial success.
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Gross Profit Margin is a financial metric that measures how much profit a company makes after deducting the cost of goods sold from its revenue.
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Net Cash Flow is a financial metric that measures whether a business has more cash inflows than outflows (surplus) or more outflows than inflows (deficit) in a given period.
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Closing Cash Balance is the amount remaining in a Xero account at the end of a period and is calculated by subtracting total expenses and withdrawals from total deposits and income.
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The Cash Received metric in Xero indicates the total amount of cash that a business has received within a specific period, such as a month or a quarter. It includes all cash payments from sales, accounts receivable, and other sources, providing an accurate measure of a company's cash flow.
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Net Profit Margin is a financial metric that represents the percentage of profits earned from revenue after all expenses, including taxes and interest, are subtracted.
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Cash Spent is a financial metric that tracks the total amount of cash a company has spent over a given period of time. It helps businesses assess their expenses and manage their cash flow effectively.
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The Debtors metric in Xero measures the total amount of money owed to a company by its customers, indicating the level of outstanding debts and the company's ability to collect payment.
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The Creditors metric in Xero tracks the amount of money a business owes to its suppliers or vendors for goods or services received but not yet paid. It helps monitor the company's financial liability and cash flow management.
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Return on Investment (ROI) is a financial metric used to evaluate the profitability of an investment. It measures the gain or loss of an investment relative to the initial cost, expressed as a percentage per year (p.a.).
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Net Assets is the total value of an organization's assets minus its liabilities. It reflects the overall financial health of the business and is used to determine the company's ability to pay off long-term debt and generate future profits.
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The Closing Cash Balance by Bank Account metric in Xero shows the total balance remaining in each of your linked bank accounts as of the end of the selected accounting period.
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Operating Expenses metric in Xero represents the sum of all expenses incurred by a business during its normal operations, including salaries, rent, utilities, and other overhead costs.
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Average Debtors Days is a financial metric that measures how quickly a company can collect its accounts receivable. It is calculated by dividing the total amount of accounts receivable by the average daily sales, and the result represents the number of days it takes for a company to collect its outstanding debts.
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Direct Costs metric refers to the expenses incurred specifically for the production of goods or services. These costs are directly tied to the production process and can include raw materials, labor costs, and other expenses directly related to production. #Xero #DirectCosts
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Other Income is a revenue source recorded in Xero that is not derived from a business's primary activity or core operations. It includes proceeds from one-time events, investments, or sale of assets.
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Sales metric in Xero is a measure of revenue generated from the sales of goods or services. It helps businesses track their sales performance and make informed decisions to grow their revenue.
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Revenue by Code is a financial metric that analyzes a company's revenue streams by code (chart of accounts) to better understand which products or services generate the most revenue and enable informed decisions about pricing, marketing, and resource allocation.
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Xero’s dashboard template provides you with insights about cash flow, bank accounts, sales and expenses entered in Xero to stay on top of your business.
Get a financial snapshot with our "Financial Overview Dashboard." Tailored for decision-makers, it offers real-time insights into revenue, expenses, and profitability. Drive financial success effortlessly.
The Xero Profit & Loss (P&L) Overview dashboard provides a detailed view of income, expenses, gross profit, and net profit trends. It includes net profit breakdowns by type and visual comparisons of revenue vs. expenses over time.
This dashboard provides insights into net cash flow, bank balances, cash inflows and outflows, and key cash flow metrics like days payable/receivable and outstanding payments. It helps businesses monitor liquidity and optimize financial planning.
Optimize your e-commerce strategy with our Shopify & Xero dashboard. Monitor Orders, Gross Sales, Net Sales, Average Order Value, and Cash Flow for comprehensive insights into sales performance and revenue.
The Xero Balance Sheet Overview dashboard provides insights into assets, liabilities, and equity trends. It includes key financial metrics like liquidity, solvency, and profitability ratios, along with a breakdown of current assets and liabilities.
Optimize e-commerce leadership with our WooCommerce + Xero dashboard. Monitor Sales Funnel, Performance, Profit & Loss, Revenue, Expenses, and Cash Flow metrics for actionable insights.
Lead with confidence using our "SaaS Leadership Dashboard" powered by Stripe and Xero. Get real-time insights into financial and operational metrics for informed decision-making. Elevate your SaaS business effortlessly.
This report gives a snapshot of financial results using Xero data on income, expenses, cash flow, balance sheet, and overall financials, supporting informed financial decisions.
To connect Xero in Databox, users must have an Invoice only, Standard or Advisor user role in Xero account. Additionally, Reports must be enabled as an Extra Permission. Learn more about Xero user roles and permissions here.
When multiple currencies are being used in a Xero account, users will be prompted to select the currency they would like to report in when connecting Xero to Databox. In order to report on Xero data in Databox in multiple currencies, Data Calculations feature can be used to set up a currency conversion. Learn more about this here.
When a single currency is being used in a Xero account, users will not be prompted to select the currency they would like to report in when connecting Xero to Databox. Metrics in Databox will automatically report in the currency set in Xero Account.
Currently, Databox is syncing and displaying values only on Accrual basis. Accrual accounting is a method of accounting where revenues and expenses are recorded when they are earned, regardless of when the money is actually received or paid.
Request for Cash basis can be upvoted on the public Databox Roadmap page here: https://roadmap.databox.com/b/metrics/xero-cash-basis/.
In order to sync data on Cash basis in Databox, the following workarounds can be considered:
Future data cannot be synced and displayed in Databox. Databox syncs financial data only up to the current month. For example, if using ‘This Year’ as a Date Range, data will be displayed from January 1st up until the end of the current month.
Custom Xero reports are not supported in Databox due to API limitations. Databox currently supports only default reports available in the Xero User Interface.
In case custom or modified reports are being used in Xero User Interface, metrics associated with those reports will not display the data on Databox Databoards or discrepancies will be present in cases of modified reports.
Different Xero metric have different granularity characteristics. Learn more about Granularity here.
Xero Data Sources might disconnect with the error message ‘Access denied – we could not fetch your data due to ‘Forbidden’ error…‘ due to unsupported interval and granularity used on Databoards where Executive Summary and Profit and Loss metrics are being selected. Learn more about granularity here.
In case Xero Data Sources disconnect with this error, all Executive Summary and Profit and Loss Metrics should be reviewed on Databoards and set in a way that they will have valid interval (Date Range) and granulation selected (e.g. Supported Date Range with monthly, quarterly or yearly granularity). Note that these metric do not support hourly, daily and weekly granularity.
Examples of unsupported settings are: Date Range ‘Last Week’ showing data by day (daily granularity), Date Range Last Month showing data by week (weekly granularity). Such settings may result in the Xero Data Source disconnecting with the given error message.
All metrics associated with Executive Summary and Profit And Loss Reports are listed below.
Executive Summary metrics
Profit and Loss metrics
