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Get Started! Xagle Hub Setup Checklist

Resource Documents

While you can jump right in and start using Xagle, taking a few minutes to set up your key System...

Updated 4 months ago by Corrie Drellack

Why Xagle Works

Resource Documents

A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scal...

Updated 4 months ago by Corrie Drellack

Xagle Industry Use Case Overview

Resource Documents

Is Xagle for you? What we offer is a moldable and adaptable business management software that hel...

Updated 4 months ago by Corrie Drellack

Executive Summary

Resource Documents

A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right h...

Updated 4 months ago by Corrie Drellack

Client Settings

User Guide Clients

The Client Settings page in Xagle allows you to manage and customize important details for each c...

Updated 5 months ago by Katie Schultz

Communication

User Guide Clients

The Communication section on the Client Account allows your company to keep track of Notes, email...

Updated 5 months ago by Katie Schultz

Notes

User Guide Clients

Notes let you keep track of actions or updates on a client account. You can add tags, search thro...

Updated 5 months ago by Katie Schultz

Parent and Child Accounts

User Guide Clients

If the client record you are creating is affiliated with another account, you can link the two ac...

Updated 5 months ago by Katie Schultz

Localization Settings

User Guide Clients

Some of your clients may use different currency or speak another language than your default langu...

Updated 5 months ago by Katie Schultz

Contacts

User Guide Clients

A single client record may represent a company with multiple contacts—each with their own phone n...

Updated 5 months ago by Katie Schultz

Adding a Client

User Guide Clients

Adding a client is the first step to creating invoices, tracking payments, and organizing your bu...

Updated 5 months ago by Katie Schultz

Client Types

User Guide Clients

Each client record includes a Client Type field. This field classifies the client based on their ...

Updated 5 months ago by Katie Schultz

Getting Support

User Guide

How to Receive Support Please visit Xagle's Help Center to find resources and support for common...

Updated 6 months ago by Katie Schultz

System User

User Guide Users

The System User is the default user assigned as the creator of automated or background actions pe...

Updated 6 months ago by Katie Schultz

Emailing a Client

User Guide Clients

You can create and send an email right from the Client's page.  Press Email This brings up a ...

Updated 6 months ago by Katie Schultz

Shipping

User Guide Shipping

To enable the shipping features, see System Settings.  Once enable you will see a new menu heade...

Updated 6 months ago by Katie Schultz

User Profiles

User Guide Users

You can change some user settings by clicking on the user's icon in the upper left of any FusionI...

Updated 6 months ago by Katie Schultz

Invoices by Client

User Guide Reports

The Invoices by Client is found on the left of your FusionInvoice Screen under the Reports tab.  ...

Updated 6 months ago by Katie Schultz

Subscription List

User Guide Reports

The Subscription List is found on the left of your FusionInvoice Screen under the Reports tab.  ...

Updated 6 months ago by Katie Schultz

Tax Report

User Guide Reports

The Tax Report is found on the left of your FusionInvoice Screen under the Reports tab.  The...

Updated 6 months ago by Katie Schultz