Frequently Asked Questions
Can I create my company without a tenant admin?
No. All companies must have at least one contactable tenant admin. Tenant Admin will be an Admin who will be only authorised to access our ASSIST portal. If you have multiple employees managing your financial documents, please request to register as Tenant Admin.
My files are not showing up in ASSIST Portal
Please ensure that your files fit the size and format requirements.
Size limit: < 1500 KB
Format: jpg, jpeg, png, pdf
Please note that files have to be sent as an attachment in the email. (i.e. Image is not part of email content)
How can I change my email in the checkout page?
You are not able to change your email at checkout page. Do not worry about this email address. The email at checkout page is only an identifier for us.
Your subscription details will be sent to the email that you are signing in with.
Why am I in trial period?
All users are automatically enrolled to a trial period at first sign up. You are entitled to a free one-month trial period with Full Premium Features!
Why my previous uploaded document details are not showing up even after subscribing to Standard/Premium Plan?
Documents that you have uploaded when you were in Free Plan will not go-through our AI again for automatically extracted data. Please re-upload the documents if you would like to enjoy automatically extracted data after subscribing to Standard or Premium Plan.
How do I cancel my subscription?
There are 2 options available for you to cancel the subscription.
1. Settings -> Plans -> Click on “Downgrade to Free Plan”
2. Settings -> Billing -> Click on “Cancel Subscription”
What happens if I do not receive a welcome email at sign up?
Please check your junk/ spam folder.
You may contact the support team and we will be able to assist you in re-sending an welcome email.
How do I export my documents?
1. Select the documents that you want to export with the checkbox on the left.
2. Click on ‘Bulk Actions’ on the right-top.
3. Click on ‘Export to CSV’
*Export to CSV is only available on Standard Plan and above.
My payment failed, what should I do?
Please update your payment to valid credit/debit card with sufficient funds. We will try to charge for up to three days.
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.
E.g. Company Name in ASSIST: ABC company
Supplier Name in document: ABC company -> This document will be classified as Account Payable.
Company Name in ASSIST: ABC company
Supplier Name in document: XYZ company -> This document will be classified as Account Receivable.
*How to check “Company Name” in ASSIST?
ASSIST portal -> left bottom ‘human icon’ -> Profile
Enquiry@Assist.biz
If you have any general enquiry or sales related please contact us through contact us form, or you may reach out to us at email written above.
Support@Assist.biz
If you already have an ASSIST account, and requires any Technical support, Please contact us at Support@assist.biz.