Xero Analytics Plus

Xero Analytics comes with Xero starter, standard and premium plans. Xero Analytics Plus is an optional add-on. You can check current pricing / offers here. Both provide a:

• Business Snapshot

• Short-term Cashflow

Xero Analytics Plus allows you to forecast cashflow up to 90 days ahead and provides more flexible reporting options. Watch an overview of the differences.

Use Xero's Business Snapshot to:

• Get a summary of key financial information, such as revenue and expense trends

• Print the dashboard or save it as a PDF

• Choose set reporting date ranges (eg last month or last quarter)

• Run the dashboard on either a cash or accrual basis

• Drill down into a metric to see the underlying financial transactions

With Xero Analytics Plus you can also:

• Choose custom reporting date ranges

• Select which accounts are included in the dashboard’s calculations

• Choose which expenses to track on the expenses table

• Hide or show metrics on the dashboard to suit your business needs

Watch an overview of Business Snapshot with Xero Analytics Plus

Use Xero's short-term cashflow to:

• See future cash flow based on existing upcoming invoices and bills

• See the impact of scheduled repeating invoices and bills

• Project cash flow for the next 7 or 30 days

With Analytics Plus you can also:

• Project cash flow for the next 60 or 90 days

• View predicted recurring cash transactions based on your spend and receive money history

• See the VAT payment due for the current filing period, as well as amounts for past filing periods

• Add one-off amounts to the dashboard to see the impact on cash flow

Watch an overview of short-term cashflow with Xero Analytics Plus.

Before you start:

• check you are up-to-date with your sales invoicing

• check you've uploaded all bills / receipts

• check you've reconciled your bank account

• go to Business > Invoices and select Awaiting Payment. If you don't expect to be paid on the due date, add an 'Expected Date'

• go to Business > Bills to Pay and select Awaiting Payment. If you don't expect to pay on the due date, add a 'Planned Date'

Next, go to Business > Short-term cash flow.

1. Check you have included your current account (and optionally, your business savings accounts)

2. Select the time frame for your forecast, e.g. 90 days.

3. We like to 'Group by money in / out'.

4. Check 'money in' - are there any missing sales? Scroll down and click "Add upcoming money in or out" and add the sales.

5. Check 'money out' - are there any missing bills? Scroll down and click "Add upcoming money in or out" and add the bills.

6. If you find a prediction you disagree with, you can exclude it from your forecast.

7. Check that you've included all taxes and finance costs.

Remember that the forecast is only a guide, and may not include all upcoming revenue or costs. Ask us if you'd like to upgrade to Xero Analytics Plus.