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Parent and Child Accounts
Sometimes one company belongs to a bigger company. In Xagle you can tie them together. The main c...
Localization Settings
Sometimes a customer uses a different money type (currency) or language than your usual defaults....
Contacts
One client in Xagle can stand for a whole company. Under that company you can save contacts: real...
Lead Sources
A lead source answers a simple question: How did this customer find you? Think of it like a label...
Client Types
Every client has a Client Type drop-down. It is a label that tells you where that customer is in ...
Getting Support
How to Receive Support Please visit Xagle's Help Center to find resources and support for common...
Top 10 FAQ : Xagle Business Management Software
Find clear answers about Xagle pricing, security, integrations, payments, and features. Everythin...
Xagle Industry Use Case Overview
Is Xagle for you? What we offer is a moldable and adaptable business management software that hel...
Why Xagle Works
A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scal...
Get Started! Xagle Hub Setup Checklist
While you can jump right in and start using Xagle, taking a few minutes to set up your key System...
Executive Summary
A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right h...
Shipping
To enable the shipping features, see System Settings. Once enable you will see a new menu heade...
Invoices by Client
The Invoices by Client is found on the left of your Xagle Screen under the Reports tab. The...
Subscription List
The Subscription List is found on the left of your Xagle Screen under the Reports tab. The ...
Tax Report
The Tax Report is found on the left of your Xagle Screen under the Reports tab. The Tax Rep...
Revenue by Client
The Revenue by Client is found on the left of your Xagle Screen under the Reports tab. The ...
Profit and Loss
The Profit and Loss is found on the left of your Xagle Screen under the Reports tab. The Pr...
Item Sales
The Item Sales is found on the left of your Xagle Screen under the Reports tab. The Item Sa...
Expense List
The Expense List is found on the left of your Xagle Screen under the Reports tab. The Expen...
Client Statement
The Client Statement is found on the left of your Xagle Screen under the Reports tab. The C...