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Parent and Child Accounts

User Guide Clients

Sometimes one company belongs to a bigger company. In Xagle you can tie them together. The main c...

Updated 6 months ago by Timothy Perry

Localization Settings

User Guide Clients

Sometimes a customer uses a different money type (currency) or language than your usual defaults....

Updated 6 months ago by Timothy Perry

Contacts

User Guide Clients

One client in Xagle can stand for a whole company. Under that company you can save contacts: real...

Updated 6 months ago by Timothy Perry

Lead Sources

User Guide Clients

A lead source answers a simple question: How did this customer find you? Think of it like a label...

Updated 6 months ago by Timothy Perry

Client Types

User Guide Clients

Every client has a Client Type drop-down. It is a label that tells you where that customer is in ...

Updated 6 months ago by Timothy Perry

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 Timothy Perry

Top 10 FAQ : Xagle Business Management Software

Resource Documents

Find clear answers about Xagle pricing, security, integrations, payments, and features. Everythin...

Updated 8 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 8 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 8 months ago by Corrie Drellack

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 8 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 1 year ago by Corrie Drellack

Shipping

User Guide Shipping

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

Updated 1 year ago by Katie Schultz

Invoices by Client

User Guide Reports

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

Updated 1 year ago by Katie Schultz

Subscription List

User Guide Reports

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

Updated 1 year ago by Katie Schultz

Tax Report

User Guide Reports

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

Updated 1 year ago by Katie Schultz

Revenue by Client

User Guide Reports

The Revenue by Client is found on the left of your Xagle Screen under the Reports tab.  The ...

Updated 1 year ago by Katie Schultz

Profit and Loss

User Guide Reports

The Profit and Loss is found on the left of your Xagle Screen under the Reports tab.  The Pr...

Updated 1 year ago by Katie Schultz

Item Sales

User Guide Reports

The Item Sales is found on the left of your Xagle Screen under the Reports tab.  The Item Sa...

Updated 1 year ago by Katie Schultz

Expense List

User Guide Reports

The Expense List is found on the left of your Xagle Screen under the Reports tab.  The Expen...

Updated 1 year ago by Katie Schultz

Client Statement

User Guide Reports

The Client Statement is found on the left of your Xagle Screen under the Reports tab.  The C...

Updated 1 year ago by Katie Schultz