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...
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. If...
What should I do if Total tax amount is not tally?
Total tax amount calculate by Xero and Total Tax amount from your original invoice may be different. This discrepancy may happened because Xero calculates tax on a line by line basis, so you may need to make an adjustment to match tax calculated on the transaction...
Why do I see “cannot be send” to Xero/QuickBooks?
If you are seeing the status of “Cannot be send” from the document details page, it does not mean there is any technical error to send to Xero/QBO. This means there are some fields that you may need to edit the details to send the documents to Xero/QBO...
