General Functions

Let's look at where we've placed things in Xin 365 so that you can navigate the system without a fuss.

Functions	Description
Sidebar	switch between different modules of the product easily.
Show/hide Sidebar	show or hide the sidebar to get a larger screen layout.
Global Search	select the module and enter a keyword to search the record quickly.
Company File	switch between companies. This is only available in Xin Ultimate package that allows to setup more than 1 company.
Profile	access to your personal profile and package information.
Sticky Notes	allows you to keep your own reference/notes.
Contact Us	contact us and get support from our support personnel.

Dashboard Functions

Functions	Description
Dashboard Access	click on Xin 365 button on the top left to access to Dashboard.
Today's To Do	list of To Do to be completed by today.
Tomorrow's To Do	list of To Do for tomorrow.
My Calendar	you can set your To Do or appointment in your personal calendar.
Aging Outstanding	shows the invoice outstanding figure by aging date.
Sales & Purchases Summary	shows the summary of the sales and purchase for this year.

Listing Functions

Functions	Description
Add new from Sidebar	a quick access button to create a new record.
New	create a new record.
Search	filter the records by keyword or date from the database.
Export	export the report listing to Excel file.
Bulk Action	select bulk action (Delete, Activate, Void), then select multiple records by clicking on the check option of each record and perform action for all selected records.
Data Sorting	click once to sort the records ascending, click again to sort it descending.
Records Size	to display x entries of records in a page.
Paging	to navigate the records if it is displayed more than 1 page.
Quick Filtering	quickly search the records. The filtering will only take effect on those records which already displayed on the screen and will not perform searching from the database again.
Data Visibility	to configure which data to be display on the listing.
Send	send the document to your customer or vendor via email.
Clone	- clone the record to become another new document with new reference code. - clone the record to a new version with the same reference code and void the original record.
Edit	edit the record.

Detail Page Functions

Functions	Description
Info	all information related to the record.
Attachment	upload any attachment that is related to this record.
Approval	get approval for ths record before you able to send it out. The approval process is only available for Quotation, Invoice, Purchase Requisition and Purchase Order.
Activity Log	list of activities perform on this record with timestamp.
Preview	preview and export the document based on the template selected.
Save & Stay	save the record and maintain on this same page after saving.
Save & Back	save the record and back to listing page after saving.
Clone	- clone the record to become another new document with new reference code. - clone the record to a new version with the same reference code and void the original record.
Send	send the document to your customer or vendor via email.
Follow Up	follow up this record and make a record in your Calendar. It will be showing on To Do list on dashboard.
Back to Listing Page	back to the listing page without any action.