System
System Settings
The System Settings section provides global configuration options that influence how Xagle behave...
Dashboard Options
Open gear → System Settings, then configure System Default Dashboard or User Specific Dashboards....
Payment Terms
Payment Terms define the conditions under which your customers must settle their invoices or quot...
Company Profiles
Open gear → Configuration → Company Profiles. You are able to create different company profiles ...
Payment Methods
The Accepted Payment Methods list is under the top bar gear menu: Configuration → Accepted Paymen...
Tax Rates
Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...
Item Lookups and Categories
Item Lookups To manage item lookups, open gear → Configuration → Item Lookups. This is where ...
Expense Vendors and Categories
Expense Vendors To learn more about expenses, see the Expenses chapter. Open Vendors in the le...
Currencies
You can add currencies under gear → Configuration → Currencies. Here the list currencies you us...
User Accounts
Creating a New User Users can be created by going to the System menu, clicking "User Accounts", ...
Custom Fields
How do I create a custom field? Click System Settings> Customizations > Custom Fields Press Ne...
Utilities and Logs
Importing Data Install Xagle. Ensure you have the latest version. Create CSV file using the ...
Document Number Schemes
Document number schemes Document number schemes control how Xagle generates the next number for ...