by Josh | Dec 6, 2024 | Tips
In today’s fast-paced business world, managing finances efficiently is crucial for maintaining stability and growth. Two essential components of financial management are Accounts Payable (AP) and Accounts Receivable (AR). These processes track the money flowing out...
by Josh | Nov 29, 2024 | Guides
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...
by Josh | Nov 29, 2024 | Guides
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...
by Josh | Nov 29, 2024 | Guides
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...
by Josh | Nov 29, 2024 | Guides
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...
