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Understanding the Data Clients
Payments - Adding Payments
This article explains how to use the Multiple Payments feature to record multiple transactions at once, as well as manag ...
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Entering and Modifying Data Financial Workflows and Tools
Transferring a Payment and Course Registration
When transferring a client from one assignment to another, it is important to ensure that payment records are accurately ...
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Updates - QuickTools Module
Updates, new features, and fixes for the XenDirect QuickTools Module. March 19, 2025 Deployed 8:30 AM ET MODIFICATIONS / ...
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Understanding the Data Companies
Companies - Documents
This article explains how to upload, classify, describe, and store MS Word or PDF files for a specific company. It also ...
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Entering and Modifying Data Client Workflows and Tools
Delete One Client
This function allows you to delete one client and all related records. Bulk deletion of multiple clients at once is not ...
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Understanding the Data Clients
Classification
This article explains the purpose and functionality of the Classification feature in the system. Users will learn how to ...
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Understanding the Data Select Lists
Funding Sources
Funding Sources are used to track financial contributions across various areas, including Clients, Courses, Invoices, an ...
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Understanding the Data Select Lists
Classifications and Classification Groups
The Classifications feature is used to categorize Client populations such as disabilities, testing modifications, or spe ...
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Web Registration Module Content Features
Section WebReg Settings
This article explains how to configure the WebReg settings for a course section in XenDirect. The WebReg settings contro ...
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InSight Reports and Dashboards How to Use InSight
Export a Report
To export an InSight report: Go to InSight Menu > Reports. Go to the Reports tab. Locate the report desired. Two methods ...