Make My Xero or your dashboard your homepage

You can set your Xero homepage to be either My Xero or the dashboard of the last organisation you were logged into.

My Xero is the area in Xero where you can view and navigate between organisations that you have access to, including the demo company. My Xero also displays subscription information for your organisation.

The dashboard displays a snapshot of the organisation's transactions, including bank balances, invoices generated and bills received. It also shows key business performance and financial indicators.

Make My Xero your homepage each time you log in

  1. Go to [Your Name], then click Account.

    Image showing selection of Account on the menu under a user's profile card below their user name in Xero.

  2. Alongside Settings, click Edit to expand the section.
  3. Select Go to My Xero.
  4. Select your preferred timezone, if you haven't already.
    Xero uses this timezone for your 'last viewed' times in My Xero.
  5. Click Save.

Image showing My Xero as a homepage.

Go to the dashboard of the last organisation you were in

  1. Go to [Your Name], then click Account.

    Image showing selection of Account on the menu under a user's profile card below their user name in Xero.

  2. Alongside Settings, click Edit to expand the section.
  3. Select Go to the organisation I was last in.
  4. Select your preferred timezone, if you haven't already.
    Xero uses this timezone for your 'last viewed' times in My Xero.
  5. Click Save.