Assist Guides
What is Auto Document Classification?
Automatically sorts uploaded documents into Receipts, Invoices, Claims, or Others, saving time and improve document organization.
Integrating with Xero/QuickBooks
With Assist, you can seamlessly integrate with Xero or Quickbooks. Try now for free!
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.
Smart Learn – How can you personalize your ASSIST?
The Smart Learn feature is an AI-powered tool that enables ASSIST to learn and adapt based on the corrections you make.
How do I set my document to be AR (Account Receivable) automatically?
When your registered “Company Name” in ASSIST and “Supplier Name” in the invoice exactly matches, ASSIST will classify as AR.
What should I do if Total tax amount is not tally?
Xero calculates tax per line item, which may differ from total-based tax calculations. Adjust the differences manually if needed.
Why do I see “cannot be send” to Xero/QuickBooks?
“Cannot be Sent” indicates fields need editing to send the document to Xero/QBO, not a technical error. Update the details to proceed.
What should I do next after receiving the account activation Email?
once you have received account activation Email click “Verify account” on your email and you will be brought to a sign in page.
How to add additional users to my existing company?
With purchased plan, the tenant admin can from 5-10 members to company. You can add additional users to your dashboard.
How do I sign up for ASSIST Trial (Unlimited time – 50 page usage)?
How to Sign Up for the ASSIST Lifetime Free Trial 1. Sign-up Sign Up Interface Note: the password must meet the following criteria below - At least 8 characters - At least one UPPERCASE letter (A-Z) - At least one lowercase letter (a-z) - At least...