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Conversations Conversations is available when your plan includes the Conversations add-on and an...

Tasks The Tasks area in the left sidebar is where you create and manage tasks—follow-ups tied to...

Item Master (Items) Item Master is your catalog of products and services. In the sidebar it may ...

Expense payment methods Expense payment methods describe how a bill was paid in the expense work...

Project statuses Project statuses are labels your team uses to track where work stands (for exam...

Document number schemes Document number schemes control how Xagle generates the next number for ...

Notifications The bell icon in the top bar opens your notifications. Xagle uses it to surface re...

Calendar The Calendar in Xagle is where you view and manage appointments and events. Open it fro...

Report vs document: This page is the report under Reports. To learn how credit memos and pre-paym...

Credit Memos and Pre-Payments are document types you choose when you create a new invoice (alongs...

Related: For entering a payment while you are already inside an invoice (with notes on credit mem...

Related: The same payment form can be opened from the Invoices list or with slightly different la...

Custom fields on invoices and quotes (templates) For creating custom fields, field types, tabs, ...

How do I create a custom field? Click System Settings> Customizations > Custom Fields  Press Ne...

CSV file requirements and templates Use this page as a quick checklist before you import. For fu...

Importing Data  Install Xagle. Ensure you have the latest version. Create CSV file using the ...

Creating a New User Users can be created by going to the System menu, clicking "User Accounts", ...

You can add currencies under gear → Configuration → Currencies.  Here the list currencies you us...

Expense Vendors  To learn more about expenses, see the Expenses chapter. Open Vendors in the le...

Item Lookups  To manage item lookups, open gear → Configuration → Item Lookups.  This is where ...