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Get Started! Xagle Hub Setup Checklist
While you can jump right in and start using Xagle, taking a few minutes to set up your key System...
Why Xagle Works
A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scal...
Xagle Industry Use Case Overview
Is Xagle for you? What we offer is a moldable and adaptable business management software that hel...
Executive Summary
A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right h...
Client Settings
The Client Settings page in Xagle allows you to manage and customize important details for each c...
Communication
The Communication section on the Client Account allows your company to keep track of Notes, email...
Notes
Notes let you keep track of actions or updates on a client account. You can add tags, search thro...
Parent and Child Accounts
If the client record you are creating is affiliated with another account, you can link the two ac...
Localization Settings
Some of your clients may use different currency or speak another language than your default langu...
Contacts
A single client record may represent a company with multiple contacts—each with their own phone n...
Adding a Client
Adding a client is the first step to creating invoices, tracking payments, and organizing your bu...
Client Types
Each client record includes a Client Type field. This field classifies the client based on their ...
Getting Support
How to Receive Support Please visit Xagle's Help Center to find resources and support for common...
System User
The System User is the default user assigned as the creator of automated or background actions pe...
Emailing a Client
You can create and send an email right from the Client's page. Press Email This brings up a ...
Shipping
To enable the shipping features, see System Settings. Once enable you will see a new menu heade...
User Profiles
You can change some user settings by clicking on the user's icon in the upper left of any FusionI...
Invoices by Client
The Invoices by Client is found on the left of your FusionInvoice Screen under the Reports tab. ...
Subscription List
The Subscription List is found on the left of your FusionInvoice Screen under the Reports tab. ...
Tax Report
The Tax Report is found on the left of your FusionInvoice Screen under the Reports tab. The...