Search Results

The System Settings section provides global configuration options that influence how Xagle behaves and appears. These settings are organized into tabs for easy navigation. Adjusting these parameters allows you to tailor the platform’s user interface, language,...

Open gear → System Settings, then configure System Default Dashboard or User Specific Dashboards. System Default Dashboard  System Default Time Period for Widgets: from the drop down you can select the date range you require or set a custom date range. KPI ...

Payment Terms define the conditions under which your customers must settle their invoices or quotes. By configuring these terms, you can specify when payments are due, offer early payment incentives, require down payments, or establish installment plans. Once ...

Open gear → Configuration → Company Profiles. You are able to create different company profiles within Xagle. This allows you to oversee multiple companies clients/invoices/sales/expenses/etc.  The Login URL section allows you to copy the URL to sign into th...

The Accepted Payment Methods list is under the top bar gear menu: Configuration → Accepted Payment Methods. These are the ways you record that a client paid (for example Check, Cash, or Card). Use New to add a method. For an existing row, open Options to edit...

Tax Rates allow you to define and manage the percentage values used to calculate taxes on invoices and quotes. These tax rates are applied at the line item level, offering flexibility and precision in how you charge taxes to your clients. Location:System > Co...

Item Lookups  To manage item lookups, open gear → Configuration → Item Lookups.  This is where you add the items/services you provide that you would need to put on a quote/invoice. You are able to Edit/Delete any item lookups from the Options menu.  Press t...

Expense Vendors  To learn more about expenses, see the Expenses chapter. Open Vendors in the left navigation to manage expense vendors. This shows you the list of vendors that your company purchases from. You can filter through the vendors with the Select E...

You can add currencies under gear → Configuration → Currencies.  Here the list currencies you use will display. You are able to edit or delete a currency entry under the options menu.  To add a currency, press New.  Fill out the currency's: name code s...

Creating a New User Users can be created by going to the System menu, clicking "User Accounts", then clicking on the "New" button. There are two options: Admin- this user has all rights Standard User- these users can be assigned access to specific portion...

The search bar is located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. It is to the right of the module title. Search is designed to respect all active filters.

Tags are a way of segmenting your clients. You can add tags to a client record on the client record edit screen, as well as on the notes. Note: Tags, once deleted from the all client records and notes, will not be removed from the tag filter until you run a t...

The filter options are located at the top of the Clients, Invoices, Quotes, Recurring Invoices, Payments, and Expenses modules. These allow you to segment those modules based on the criteria you set. When a filter is set, a small indicator with the number of ...

How do I create a custom field? Click System Settings> Customizations > Custom Fields  Press New to start a custom field.  Use the Table Name field to choose the table to add the custom field to. Enter the label of the custom field in Field Label. Choose ...

Importing Data  Install Xagle. Ensure you have the latest version. Create CSV file using the data from your old database using the information regarding file layouts bottom of this page. Make sure you have all required columns, or the import could fail. O...

The dashboard is your Xagle home page. It shows key information and widgets you can arrange. Turn widgets on or off under gear → System Settings → System Default Dashboard. The top bar, where your company name appears, also includes: Moon icon: switch betw...

The navigation menu is on the left on every page. Use it to open the main areas of Xagle: clients, quotes, invoices, item master, subscriptions, payments, vendors, expenses, shipments (when enabled), tasks, calendar, conversations, reports, and more. Your admi...

The Most Recently Used (MRU) list appears below the navigation menu on every page. It keeps your recent items so you can open them again with one click (clients, invoices, quotes, expenses, reports, and more). When a new version is available or your Support a...

The Recent Client Activity widget shows activity from your clients, such as when they view a quote or invoice. Enable or configure it under gear → System Settings → System Default Dashboard.

The Task List widget shows all tasks assigned to you in one place. It works like a personal to-do list. Next to the search field you can switch to see tasks you assigned to others. Enable the widget under gear → System Settings → System Default Dashboard. Yo...