User Guide for E-Invoice Feature

User Guide for E-Invoice Feature

What is E-invoice? An e-Invoice is a digital record of a transaction between a supplier and a buyer, validated in real time. It includes details like seller and buyer information, item descriptions, prices, taxes, and total amounts, with unique identification for...
User Guide for Approval Matrix (Beta Version)

User Guide for Approval Matrix (Beta Version)

The Approval Matrix feature streamlines the document approval process by automating approvals based on predefined rules and steps. Please follow the instructions below to set up and use the feature. 1. Create the Approval Flow from the Approval Matrix Navigate to...
What is Auto Document Classification?

What is Auto Document Classification?

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...
Integrating with Xero/QuickBooks

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...