Assist Guides
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...
How do I cancel my subscription?
To terminate your subscription, you can change plan or cancel plan from the billing page.