Recently Updated Pages
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 ...
What is the Dashboard?
The dashboard is your Xagle home page. It shows key information and widgets you can arrange. Turn...
Navigation Menu
The navigation menu is on the left on every page. Use it to open the main areas of Xagle: clients...
Can Xagle work with XYZ payment gateway?
Xagle includes built-in support for Stripe, PayPal, and Mollie as online payment gateways (config...
Payments Collected
Open Reports in the left sidebar, then choose Payments Collected. The Payments Collected rep...
How to See Your Profit and Loss
In the sidebar, open Reports, then choose Profit and Loss. Use the Options card to pick a Compan...
Copying an Expense
From the expense list, open the row Options menu and choose Make a Copy. When editing an expense,...
Billing an Expense to the Client
On Expenses, find a billable expense that is not yet billed. Open the row Options menu and choose...
How Do Clients Pay Their Invoice Online?
After you enable gateways under System Settings → Online Payments → Online Payment Processors, cl...