Frequently Asked Questions: Xero Advisory Dashboards

When you’re ready to deploy the dashboard to additional users, invite your team to DI App by following the steps below:

User will receive an email notification with registration instructions.

You can edit an existing user's access at any time. Refer to the guide here:

To allow the Dashboard Insights to access the Xero tables for your Advisory dashboards, connecting your platform is required. During sign-up, you'll be prompted to connect and authenticate your Xero connection.

You can connect additional platforms individually or in bulk at any time by following the guide below:

New platforms will be available in your Advisory Dashboards the following day.

If the user who initially authenticated the Xero connection in the Dashboard Insights App no longer has access to the Xero account (e.g., they are no longer an active employee or their Xero access has been revoked), the platform refresh will fail. As a result, Dashboard Insights will not be able to update your dashboards with the latest Xero data.

To resolve this, follow the guide below to re-authenticate your Xero platform.

Follow the steps below to remove a connected platform in DI app. This will also remove the organisation’s details in the dashboard.

Dashboards will be updated to exclude the disconnected platform/s after the next scheduled refresh.

Assign a group name to your Xero connections, such as by client group, location, or any other category. This allows you to quickly filter and analyse dashboards without having to select individual organisations each time.
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A related contact is an inter-company contact. Let’s say your organisation group is composed of (1) Geneva Pty Ltd, (2) Interlaken Group, (3) Dublin Pty Ltd, and (4) Seville Pty Ltd. Selected organisations have Geneva Pty Ltd as Xero contact for transactions such as equipment rental, for instance. Related Contact links the individual entity contact (which may be named differently per entity) to Geneva Pty Ltd.

Here’s a sample setup. The Related Contact setup lists the aliases of Geneva Pty Ltd as Contact Name:
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To define inter-company transactions, follow the interactive guide below:

Advisory Mapping setup changes will be captured in the next day refresh. Related Contacts Advisory Mapping will be reflected in the dashboard pages below:

Related loan accounts are inter-company loans. Related Loan Account setup links both transactions in the dashboards.

To identify inter-company loan, see the image below.

Advisory Mapping setup changes will be captured in the next day refresh. Related Contacts Advisory Mapping will be reflected in the dashboard pages below:

Note: This feature is only relevant for Family Office Dashboards.

Depending on the access, user can see either all shareholders or only his/her own shares. To support calculations based on % shares, update the Multi-Entity % Ownership table in DI app as detailed below:

Here’s a sample setup:

The date filter is composed of four (4) parts as illustrated below. Date Picker is automatically updated based on the Date Groups selection. Only update the Date Picker when selecting Custom from the Date Groups. Click the Reset button to reset date filters if needed.

Follow steps below to update the date range selections. Date filter is synced to all pages in the dashboard:

​Using pre-defined date filter selections except “Custom”:

3. Date Range will be automatically updated. Notice that Date Selection and Date Picker are also updated and reset button is greyed out.

4. Adjusting dates via date picker is discouraged except if “Custom” is selected.

Using custom date range:

In the Homepage, select page you need to view first and click the button. You will be routed to the selected page.

In pages other than the Homepage, navigate to dashboard pages by clicking the page navigator on the left. Sub-pages are available on some pages. Click the sub-page buttons at the top to view other sub-pages. In the sample below, Financial Management sub-page is available. Click button to view dashboards.

Varied filters are available in the dashboard. Please see table below for the guide on how to use each one.

The designated DI App Admin will have access to all dashboards connected. Those with User roles will have access to the dashboards assigned to their User Group. Refer to the guide below for more information.

Users with access to the Advisory Dashboards will only have access to the entities they are authorised to view in Xero. Only users with Xero roles other than Invoice Only and Unknown will have access.

If Xero access can’t be granted to the user who needs visibility to the entity’s records in the Advisory Dashboard, the assigned DI App Admin can grant access within DI app: