Help Center
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Help Center
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Getting Started
How to Log In to XandaPayHow to Reset Your Password
Employees
How to Create a New EmployeeHow to Add Emergency ContactsHow to Add Assets How to Add Family InformationHow to Add Bank Accounts (Employee)How to Add DocumentsHow to Add Exemption HoursHow to Manage LoansHow to Add NotesHow to Add Pay DefaultsHow to View and Download Pay HistoryHow to Add Renewal Document How to Add Employee to User Defined Group
Payroll
About the Payroll ModuleHow to Create or Edit PayrollHow to Process a Payroll (Payroll Workflow)
Hours & Rates
Income & Deductions
Loans & E-Payments
Pools
Task
Tax
Time & Attendance
About the Time & Attendance Module
Scheduler
Day End
Day End (Compact)
Reporting
About the Reporting & Analytics Module
Ad Hoc Reports
Human Resources
About the HR Module
Leave
Employee Self Service
About the Employee Self-Service (ESS) Module
Customer Self Service
About the Customer Self-Service Module
Dashboard
My Profile
How to View and Manage My Profile
Sales Orders
Invoices
Payments
Account Statement
POS & Inventory Plus
About POS & Inventory Plus (Coming Soon)
Academic Plus
About the Academics Plus Module (Coming Soon)

How to View and Manage My Profile

The My Profile section in XandaPay Enterprize allows clients to view their company and contact information associated with their Customer Self-Service account. This section provides a clear overview of key business details used for invoicing, communication, and account management.

Step 1: Access the My Profile Page

  • Log in to your XandaPay Enterprize – CustomerSelfService portal.
  • From the left-hand navigation menu, click My Profile.
  • The My Profile page will open, displaying your company information.

Step 2: Review Company Information

The Company Information panel displays the details linked to your account, including:

  • Company Name – The registered name of your organization.
  • Email – The primary contact email used for communication.
  • Phone – The main contact number for your company.
  • Currency – The default currency used for billing and transactions.
  • Description – A brief description of your company (if applicable).
  • Address – The physical or mailing address associated with your account.

These details are used across invoices, statements, and official communications.

Step 3: Understand Edit Permissions

  • Some fields may be view-only, depending on your account setup.
  • If you need to update restricted information, contact your system administrator or support team.

Step 4: Return to the Dashboard

  • Click the Back to Dashboard button located at the bottom of the page.
  • You will be redirected to the CustomerSelfService Dashboard.

Additional Notes

  • Ensure your email and phone number are always up to date to avoid missed notifications.
  • Company information directly impacts invoicing and account statements.
  • Any incorrect details should be reported promptly for correction.

🚀 Why Use the My Profile Section?

✅ Centralized company information
✅ Improved communication accuracy
✅ Supports correct billing and documentation
✅ Easy access to essential account details

🔹 Next Steps

👉 Continue managing your account by exploring Sales Orders,Invoices, Payments, and Account Statements from the CustomerSelfService menu.

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