You want to watch spending in the staff entertainment expense account, to make sure the team

stays within the monthly budget. How do you add an existing account to the Account watchlist
on the dashboard?

Go to the chart of accounts to edit the account details

Customise the dashboard

The dashboard gives you a snapshot of an organisation’s financials and cash flow.
Show, hide, and move the panels to customise it.

Navigate an organisation

Xero makes it easy to access features and create transactions with the navigation
menu. The available menus and options depend on your organisation user role.

Notifications and logins

Notifications give you key updates such as bank feed status changes, new features,
and other important information. Delete messages you’ve read or switch off
notifications completely.
 Subscriber
The subscriber is responsible for the Xero account, billing, and user accounts. There
can only be one subscriber in each organisation. They can transfer the subscription to
another user at any time.

Business & accounting

Someone with the invoice only role can access sales, purchases, or both. Users with
the standard role can carry out day-to-day tasks, and can have restricted access to
reports. Advisors have full access including advanced accounting features. Anyone
with the read only role can view transactions, but can’t add or edit.

Xero products
Select additional user roles if the organisation has Xero Projects, Xero Payroll, or
Xero Expenses.
Organisation settings

Enter organisation settings to upload a logo, add contact and website details, and
social media links. Choose what details to share on online invoices.
Manage users

Each Xero user should have their own login. Assign different roles and permissions to
control what each user can see and do in Xero. Delete a user if they don't need access
to the organisation.

Multicurrency

Add foreign currencies to create transactions and bank accounts in a currency that’s
different from your base.