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
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...
Smart Learn – How can you personalize your ASSIST?
Learn from user’s correction. The Smart Learn feature is an AI-powered tool that enables ASSIST to learn and adapt based on the corrections you make. Each time you correct or adjust data within ASSIST, the system takes note and gradually “learns” your...
