Release Note

🚀 What’s New (March 2026 Release)

Send Succeeded E-Invoices via Email (PDF Attached)

You can now send Succeeded E-Invoices directly from the platform via email, no downloads needed.

 

Key Features

– One-click “Send via Email” for succeeded E-Invoices

 

One-click “Send via Email” for succeeded E-Invoices

Received E-invoices via E-mail

Received Einvoices via Email

PDF Attachment

PDF Attachment on email for einvoice

Standard Email Template

Emails are sent using a professional, customizable template:

Dear {{Recipient Name}},
Please find attached the E-Invoice issued by {{Company Name}} for your reference.
(Includes invoice number, date, and total amount)

– Automatically attaches E-Invoice PDF

– Pre-filled, editable email fields:

– To

CC (optional)

Subject

Message body


E-invoice QR Code

E-invoice QR Code

Country-Specific Compliance

Malaysia (MY): PDF includes QR Code

Singapore (SG): PDF includes Acknowledgement ID

 

Tracking & Visibility (E-invoices Status)

Tracking & Visibility (E-invoices Status)

Email delivery status: Sent / Failed

 

– Full email history now available within E-Invoice details

 

New Folder Layout

We’ve redesigned the folder structure for better organization and control.

ALL (AP + AR)

– Sales (default folded):

– Invoice
Receipts
E-Invoice
Others


– Expenses (default folded)
Invoice
Receipt
Claims
E-Invoice
Others

 

Smart Export Behaviour

Smart Export Behaviour

– From ALL → Export includes AP + AR

– From Sales → Export includes Sales only

 

– From Expenses → Export includes Expenses only

 

Better Navigation for E-invoices

– E-Invoices are now linked to their parent invoices

– Easily view and navigate between related documents

 

In-App FAQ & Updated Onboarding Videos

Getting started is now easier than ever.

 

In-App FAQ & Updated Onboarding Videos

What’s New

– Built-in FAQ section in the app

– View onboarding videos

 

– Faster access to help and guidance without leaving the platform

 

 

Smarter Document Upload (AP / AR / AI Section)

When uploading documents, you can now define how they should be processed.

 

Smarter Document Upload (AP / AR / AI Section)

New Options

Select:

– AP (Accounts Payable)
AR (Accounts Receivable)
AI (Auto-processing)

This ensures better classification and automation from the start.

 

Separate Email Addresses for AP & AR

We’ve introduced dedicated email addresses to streamline document intake.

 

Separate Email Addresses for AP & AR

Auto-Generated Emails

– AP: {Company Name}_AP@mail.assist.biz

– AR: {Company Name}_AR@mail.assist.biz

Benefits

– Better separation of workflows

– Easier automation and routing

– Cleaner document management


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