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The Dashboard
What each Dashboard card, chart and table shows, and where clicking it takes you.
Where
Who
Everyone with access to the organisation.
The Dashboard is the first page you see when you open an organisation. Each card and chart is a shortcut: select it to go to the page with the detail behind the number.
Dashboard
Prepayment Schedule
Prepayment Balance
Unearned Revenue Schedule
Unearned Revenue Balance
Prepayment Balance Projection
Unearned Revenue Balance Projection
Recent Schedules
Your 10 most recently created prepayment and unearned revenue schedules
| Type | Contact | Account Code & Name | Amount | Period | Status | Created Date |
|---|---|---|---|---|---|---|
| Prepayment | Copperline Electrical | $5,400.00 Remaining: $5,400.00 | — | Draft | 2 Nov 2026 | |
| Unearned Revenue | Lakeside Café Group | 200 Sales | $7,200.00 Remaining: $7,200.00 | 1 Nov 2026 – 31 Oct 2027 12 periods | In Progress (0/12) | 28 Oct 2026 |
| Prepayment | Keystone Software Pty Ltd | 485 Subscriptions | $14,400.00 Remaining: $13,200.00 | 1 Oct 2026 – 30 Sept 2027 12 periods | In Progress (1/12) | 25 Sept 2026 |
| Prepayment | Coastline Insurance Brokers | 433 Insurance | $18,000.00 Remaining: $12,000.00 | 1 Jul 2026 – 30 Jun 2027 12 periods | In Progress (4/12) | 3 Jul 2026 |
| Unearned Revenue | Northgate Fitness | 260 Other Revenue | $6,000.00 Remaining: $3,000.00 | 1 Aug 2026 – 31 Jan 2027 6 periods | In Progress (3/6) | 29 Jul 2026 |
| Prepayment | Bridgewell Marketing | 400 Advertising | $4,800.00 Remaining: $3,200.00 | 1 Sept 2026 – 28 Feb 2027 6 periods | In Progress (2/6) | 20 Aug 2026 |
| Prepayment | Atlas Cloud Software | 485 Subscriptions | $9,600.00 Remaining: $4,000.00 | 1 Apr 2026 – 31 Mar 2027 12 periods | In Progress (7/12) | 30 Mar 2026 |
| Unearned Revenue | Summit Dental Group | 200 Sales | $12,000.00 Remaining: $4,000.00 | 1 Mar 2026 – 28 Feb 2027 12 periods | In Progress (8/12) | 26 Feb 2026 |
| Prepayment | Harbour Lane Property | 469 Rent | $27,000.00 Remaining: $4,500.00 | 1 Jan 2026 – 31 Dec 2026 12 periods | In Progress (10/12) | 18 Dec 2025 |
| Prepayment | Redwood Legal | 441 Legal expenses | $3,000.00 Remaining: $0.00 | 1 Nov 2025 – 31 Oct 2026 12 periods | Completed | 30 Oct 2025 |
- 1Schedule counts. Active prepayment (and, two cards along, unearned revenue) schedules. Select to open the Schedule Register filtered to that type.
- 2Balances. What is still to be released, as at the end of last month. Select to open Analytics showing remaining balances.
- 3Balance projections. The balance at the end of each of the next 12 months if nothing new is added. Hover over a bar to see the amount.
- 4Recent Schedules. The 10 most recently created, drafts included. Select a row to open it; select a column heading to sort.
- 5View All opens the Schedule Register; New Schedule starts a new one.
How the numbers are worked out
- Active schedules are those in progress. Drafts, completed schedules and voided schedules are not counted. This is the same number your plan limit uses.
- Balances are the total still to be released at the last day of the previous month (31 October in the picture), across every schedule of that type that is not a draft. A schedule counts from the month of its invoice date.
- Projections start with the current month and assume each remaining period is released on schedule.
When an amber warning appears
If a schedule still has journals to post but points at an account Xero will refuse (because it has been archived or deleted in Xero, or is a Xero system account such as Accounts Receivable), the Dashboard lists it above the cards. Its remaining journals would fail to post, including in the automatic run on the 1st.
2 schedules point at accounts Xero will reject
Their remaining journals will fail to post until another account is chosen.
- #13 Atlas Cloud Software — Expense account "485 - Subscriptions"
- #15 Keystone Software Pty Ltd — Expense account "485 - Subscriptions"
To fix it, open the schedule, select Edit Schedule and choose another account. Journals already in Xero are not changed. Step-by-step: View, edit, void or write off a schedule.