What is Auto Document Classification?

What is Auto Document Classification?

Automatically sorts uploaded documents into Receipts, Invoices, Claims, or Others, saving time and improving organization. You are not afraid of losing your files again. With duplicated files, ASSIST will automatically detect and warns you How to? 1.      Upload: Drag...
Integrating with Xero/QuickBooks

Integrating with Xero/QuickBooks

Data flow diagram with Xero Data flow diagram with QBO How do I connect/disconnect to Xero/QBO in ASSIST? Go to setting (left-bottom corner) Click on Integrations Click on “Connect” / “Disconnect” Click on the organisation of Xero  that you...
Export to CSV – Setting up fields export to CSV

Export to CSV – Setting up fields export to CSV

You can export yourdocument details to CSV. Go to thedocument list and select the documents that you want to export to CSV. On top right of document list, exportbutton will appear. Export All: Export all fields set up in your settings Export General: Export fields...