The Dashboard - Overview

Last updated on October 17, 2017 14:22 by Amy T

GoCardless for Xero, powered by Directli

The Dashboard is the first page you will see after logging in. You will see the menu on this left, this is available on all pages.

On the right you will see the Live Dashboard update and Alerts & Notifications. 

The Live Dashboard

“Processing with the banks”
This field will show all monies currently being collected from your customers.

“Scheduled to be collected”
This field will show all monies that are being collected on the due dates that have not yet been sent to the banks.

“Unable to be collected”
This field will show the outstanding balance that is unable to be collected due to the customer having no mandate and/or matching Xero ID.

“Payments are Automated”

This field will show whether or not you have Automated Payments enabled. If your account is not set to Automate Payments and you wish to do so, you must go to the settings tab in the top right hand corner. Click on ‘Xero Automation’ and mark a tick in the box labelled ‘Automate Payments’ then, save changes.

“Matching Customers”
This field will show how many customers you have in the dashboard that are not already linked between their Xero ID and Mandate. Clicking on this, it will take you to the ‘Match Customers’ page.

“Reconciliation Status”
This field will tell you if all of your payments have been reconciled. If you would like to change your Xero Reconciliation settings, you must go to the ‘Xero Reconciliation’ page via the settings tab in the top right hand corner.