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Item Lookups and Categories
Item Lookups To manage item lookups, open gear → Configuration → Item Lookups. This is where ...
Tax Rates
Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...
Payment Methods
The Accepted Payment Methods list is under the top bar gear menu: Configuration → Accepted Paymen...
Company Profiles
Open gear → Configuration → Company Profiles. You are able to create different company profiles ...
Payment Terms
Payment Terms define the conditions under which your customers must settle their invoices or quot...
Dashboard Options
Open gear → System Settings, then configure System Default Dashboard or User Specific Dashboards....
System Settings
The System Settings section provides global configuration options that influence how Xagle behave...
Permissions
Xagle offers a full-featured permissions system. You can grant each standard user specific rights...
Filtering
The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, P...
Tags
Tags are a way of segmenting your clients. You can add tags to a client record on the client reco...
Search
The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Paymen...
System User
The System User is the default user assigned as the creator of automated or background actions pe...
User Profiles
You can change some user settings by clicking on the user's icon in the upper left of any Xagle s...
Creating a New User
Users can be created by going to the System menu, clicking "User Accounts", then clicking on the ...
Types of Users
Xagle offers the following user types: Admin - This user has all rights. Standard User - thes...
KPI Cards
KPI Cards summarize key financial activity at a glance. Enable them under gear → System Settings ...
Changing the Dashboard Layout and Widgets
Turn widgets on or off under gear → System Settings → System Default Dashboard. If your site uses...
Task List Widget
The Task List widget shows all tasks assigned to you in one place. It works like a personal to-do...
Recent Client Activity Widget
The Recent Client Activity widget shows activity from your clients, such as when they view a quot...
Most Recently Used List
The Most Recently Used (MRU) list appears below the navigation menu on every page. It keeps your ...