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Find clear answers about Xagle pricing, security, integrations, payments, and features. Everything you need to know to use Xagle with confidence.> Xagle Docs - FAQ Top 10.pdf

Document number schemes Document number schemes control how Xagle generates the next number for invoices, quotes, credit memos, and other document types. Your administrator maintains schemes so numbering stays consistent and legal for your region. Where to c...

Project statuses Project statuses are labels your team uses to track where work stands (for example Planning, In progress, Complete). They appear when project-related features are enabled and help filter lists and reports. Where to manage them Administrator...

Expense payment methods Expense payment methods describe how a bill was paid in the expense workflow—separate from accepted payment methods you offer customers on invoices. Examples include company card, ACH, or petty cash. Why two “payment method” lists? ...

Item Master (Items) Item Master is your catalog of products and services. In the sidebar it may appear as Items with an icon for inventory or products. Use it to keep names, descriptions, prices, and taxes consistent whenever you add lines to quotes and invoi...

Calendar The Calendar in Xagle is where you view and manage appointments and events. Open it from the left sidebar or the calendar icon in the top bar (when your layout includes it). What you can do Create and edit events, set times, and tie them to clien...

Tasks The Tasks area in the left sidebar is where you create and manage tasks—follow-ups tied to clients, internal to-dos, or other records depending on how your team uses Xagle. Basics Open Tasks, then use New (or the + next to the menu) when you have pe...

Conversations Conversations is available when your plan includes the Conversations add-on and an administrator has turned the feature on. It is a messaging area that lets your team work in threaded discussions—often alongside SMS or other channels if those in...

Notifications The bell icon in the top bar opens your notifications. Xagle uses it to surface reminders and system messages—what you see depends on your role and what happened in your account (for example approvals, tasks, or background jobs). What you can d...