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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 ...

Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoice...

The Accepted Payment Methods list is under the top bar gear menu: Configuration → Accepted Paymen...

Open gear → Configuration → Company Profiles. You are able to create different company profiles ...

Payment Terms define the conditions under which your customers must settle their invoices or quot...

Open gear → System Settings, then configure System Default Dashboard or User Specific Dashboards....

The System Settings section provides global configuration options that influence how Xagle behave...

Xagle offers a full-featured permissions system. You can grant each standard user specific rights...