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The Revenue by Client is found on the left of your Xagle Screen under the Reports tab.  The Revenue by Client Report allows you to view and compare payments by client by monthly totals, up to 12 months.  You can choose: Specific date range  Display o...

The Tax Report is found on the left of your Xagle Screen under the Reports tab.  The Tax Report allows you to view total collected taxes within a specified time frame by tax rate. You can choose: Specific date range Level of detail in the report  To...

The Subscription List is found on the left of your Xagle Screen under the Reports tab.  The Subscription List Report allows you to monitor active subscriptions and their next upcoming renewal date. You can choose to run it by:  Specific date range Wh...

The Invoices by Client is found on the left of your Xagle Screen under the Reports tab.  The Invoices By Client Report allows you to track client invoices sent during a specified time period with optional line item details. You can sort by and choose: ...

Report vs document: This page is the report under Reports. To learn how credit memos and pre-payments work as document types when you create invoices, see Credit Memos and Pre-Payments. Open Reports in the left sidebar, then choose Credits and Pre-payments. ...

You can change some user settings by clicking on the user's icon in the upper left of any Xagle screen.  Here you can change: Name of the user  Turn off/on dark mode  Choose the initials for the user  Change user role Change the color of the user icon ...

Here's a simple step-by-step guide to move your Xagle installation to a new host: Step 1 Export your whole Xagle database from the current provider. You can do this straight from Xagle in the settings menu, or use a database admin tool like PHPMyAdmin or MyS...

Xagle License Agreement This license is a legal agreement between you and Sqware Pig, LLC for the use of Xagle (the "Software"). By downloading any version of Xagle you agree to be bound by the terms and conditions of this license. Sqware Pig LLC reserves the...

Version 2024-2.00  June 4th, 2024 Summary This release includes a number of features added relating to payment terms, payment receipts, expenses and tax reporting. Bug fixes were focused on tax calculations, expenses and subscription dates. New Features ...

To enable the shipping features, see System Settings.  Once enable you will see a new menu header in the Navigation Menu. Entering Shipment Methods Go to System> Configuration > Shipping Methods This shows you the list of shipping methods you have. You c...

You can write and send an email to a customer without leaving Xagle. The message can use saved templates and your signature. Before you start Your company must have email set up in Xagle. If you never see Send email, ask your admin. Send email Open the c...

How to Receive Support Please visit Xagle's Help Center to find resources and support for common questions.  If you still need assistance, please submit a message through our Contact Us form. A member of our dedicated team will respond to you as soon as poss...

The System User is the default user assigned as the creator of automated or background actions performed by Xagle. Unless modified in the System Settings, any system-generated events—such as a subscription generating a live invoice—will be recorded in the time...

What are Email Templates?Email Templates allow you to customize the content of emails sent from Xagle. You can use them to personalize communication with your clients for various scenarios—such as sending quotes, invoices, overdue notices, upcoming payment rem...

With the E-invoicing add-on for Germany, you can create PDF/A3 ZUGFeRD compliant documents from your invoices. How to Install the E-Invoicing - Germany Add-on Step 1: Download the add-on package Log into your account at Xagle.com and download the add-on...

The Communication tab on a client is where you see what your team and Xagle have recorded about that customer. Think of it as a running story: notes people typed in, emails sent, and related messages. Where to find it Open the client. Click the Communication...

A detailed feature outline of Xagle's key strength capabilities: Bookkeeping, CRM, Tracking, Scaleable, Customizable, User-friendly. Get the snapshot & highlights here > Why Xagle Works - One place to run your business.pdf

A high-level one page Xagle Platform brief for executive review. Quick look, big picture, right here > One Page Xagle Executive Summary (07.28.25).pdf  

Is Xagle for you? What we offer is a moldable and adaptable business management software that helps to streamline operations for companies of all sizes & types, offering customizable solutions from client communication to financial tracking, scaling seamlessly...

While you can jump right in and start using Xagle, taking a few minutes to set up your key System, User, and Company preferences will help ensure everything runs as smoothly as possible. A little upfront setup can go a long way in avoiding workflow hiccups and...