Web interface overview

The xTool web application is the main interface for organisations. It is used to manage documents, partners, payments, channels, organisation settings, users, API keys, integrations, notifications, and usage. See Getting started and Organisation and users.

Login and organisation switching

• Login — Open the web application URL (from your environment) and sign in with your email and password, or with Microsoft if it is connected to your account. If two-step verification is on, enter the authenticator code (or a recovery code) next. The session stays active until you sign out or it expires. See Microsoft sign-in.
• Organisation — When you have access to multiple organisations, use the organisation switcher (in the header or sidebar). All actions and data apply to the selected organisation. See Organisation and users.

Dashboard

Overview is the page after login. Choose a period and optionally include subsidiary organisations. Summary blocks show documents, transactions, and API usage for that range. You need read usage to see the dashboard.

Main sections

• Documents — Inbound, Outbound, and Templates. View, create, upload, edit, send, and delete. See Documents interface, Invoice templates, and Creating documents.
• Partners — Customer cards reused on invoices. See Partners interface.
• Payments — Money movements and allocations to invoices. See Payments interface.
• Tax Reports — Read-only regulatory reports (for example France). See Tax reports interface.
• Tools — Validation, Peppol Lookup, AI Generator. See Tools interface.
• Manage → Organisation — Organisation data, displayed Peppol IDs, subsidiaries. See Organisation interface.
• Manage → Users — Accounts and roles. See Users interface.
• Manage → Interfaces — API, SFTP, Mailbox. See Interfaces.
• Manage → Integrations — Weclapp, SevDesk, Scopevisio. See Integrations interface.
• Manage → Channels — Peppol, KSeF, France, Email (SMTP and templates). See Channels interface.
• Usage — Transactions and API logs. See Usage.
• Account — Profile, Security, Notifications. See Account and Notifications.

Permissions

Which sections are visible depends on user permissions (e.g. read organisations, read users, read API keys, read integrations, read usage, use tools). If a section is not visible, you may lack the required permission. See Organisation and users.

Localisation

The application may support multiple languages. In that case the language switcher (on Account → Profile, and often in the header) lets you change the interface language. The path may include a locale (e.g. /en/, /de/, /nl, /fr).