Batchbook Knowledge Base XeroXero Dashboard Widget

Xero Dashboard Widget

The Xero Dashboard widget is designed to help you manage your info between Batchbook and Xero.

1. The Xero widget on your Dashboard allows you to browse all To-Dos related to Xero contacts by clicking the "View Related To-Dos" button.

2. You can click through to a list of Xero contacts that are marked as Champions. This is a quick way to view the people that are most important to you in one list.

3. There's also a link to a list of Xero contacts that haven't been communicated with in the last 30 days, in case you want to follow up with any of them.

Note: Basic users are not able to view the Xero Dashboard widget.