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Help Desk
ASSIST

ASSIST

ASSIST

Comprehensive guides and resources to master ASSIST!

Getting Started

What Should I Do If I Do Not Receive A Welcome Email Upon Sign-Up?
Getting Started With ASSIST: Your Step-By-Step Onboarding Guide
How Do I Claim My Complimentary Lifetime Free Trial?
What should I do next after receiving the account activation Email?
How to add additional users to my existing company?

Document Details

Why Do I See "Cannot Be Sent" To Xero?
Classification: Account Payable Vs. Account Receivable
How Do I Export My Processed Documents?
Why Are My Files Not Sending Or Uploading?
How To Track Your Claims With ASSIST?
How do I set my document to be AR (Account Receivable) automatically?

Subscriptions

How do I cancel my subscription?
Why Is My Account Showing A "Trial"?

Xero Integration

Data flow diagram with Xero
How do I disconnect from Xero?
Integrating with Xero

FAQ

What should I do when my payment fails?
Why are my documents not sent to ASSIST? (File limitation)
What happens if I do not receive a welcome email at sign up?

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