Import Commsec Data

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Commsec Securities Ltd is a leading securities trading operation owned by Commonwealth Bank Australia (one of the largest Australian Banks). Saasu released support for their account data formats last night. You will see Commsec as an option in the supported Formats drop down in the Import area of Saasu.

Have a format you would like us to support? Just let us know and we will support it free of charge as per our Bank Integration Guarantee.

Photo credit: Acid8000

Import ClickandBuy Data

You can now import ClickandBuy transactions into Saasu online accounting through the Bank Import area.

ClickandBuy is a leading payment system used by thousands of merchants across 26 countries. They support 21 different currencies and 43 different payment methods. ClickandBuy, is used by Apple iTunes, MSN, Electronic Arts, Yamaha, UNICEF and more.

Import Sabadell, RBS, Lloyds and VTCU

Saasu released more bank connectors in support of Saasu’s international online accounting Beta. Bank connectors allow you to import and/or create direct feeds from your bank into Saasu to save on data entry. If your bank isn’t supported yet please let us know so we can do this for you free of charge as per our Bank Integration Guarantee.

New Bank Connectors Released

Which bank statement formats are supported by Saasu?
How do I add my bank to the supported bank list?

More banks, more performance, less tax

A new release has been rolled out to all our customers. As usual it is free and you didn’t need to lift a finger.

New UK/International Banking Support

Three new financial institution connectors are now included in Saasu for everyone.

You can import transactions in bulk from your online banking.

This is provided as part of the wonderful (and free) Saasu Bank Integration Guarantee (BIG) to all customers. If you have a bank you would like to be able to import transactions from please let us know.

The new ones are -

Improved PayPal support

PayPal started in the US and now have 200m+ users in over 100 countries. They were acquired by eBay a few years ago but you don’t need an eBay account to receive or pay money with PayPal, you just need an email address and the simple features are free.

Saasu support 50 zones, so with the bank import announcement above we think we have at least one financial institution for almost everyone.

PayPal lets anyone receive payment with just an email address link on your invoice. Use saasu settings sale section.

PayPal merchant accounts enable additional features like simple but secure checkout links with your logo on invoices, web pages or blogs so your customers can bay with credit card or PayPal funds or even direct debit.

Payroll Improvements

Payroll processing has been upgraded to run faster for single payroll and bulk payroll processing. So you save just a little more time if you have one employee or hundreds.

Tax table updates for end of Australian tax year have also been completed and set up for all Australia zone customers on all plans in time for the end of financial year on 30 June.

Add contacts on-the-fly during bank reconciliation/import

Sometimes the first time you deal with a new customer is when they have dropped funds into your account.

Now you can add new contacts dynamically ‘on-the-fly’ from the bank import screen as you are looking at each transaction that has some in from your financial institution.

Safari speed freak

The Saasu labs team each did some informal tests across a range of functions recently and here are the results, fastest to slowest. 1st:Safari, 2nd:Firefox, 3rd:Internet Explorer.

So don’t just assume your browser is best, trying others might be worth the 10 minutes it takes to download and install.

Firefox version 3

For our customers using Firefox browser, a minor print preview issue in the latest version has been released.

Fifteen new time saving features

Between CeBIT palm pressings, customer chats and awards we have been quietly adding new features into our online accounting engine and light CRM area.

We released about 200 new features earlier this month and here are another fifteen time savers for you.

External Notes for Invoices and Automated Invoices
You have wanted to say “YOU OWE ME MONEY” for quite a while now.

Attachments in Activities
Handy for sales documentation, 3rd party docs and the like.

Catch language enhancements
Saasu Catch is the quick way to catch todo’s contacts, transactions and other info on the fly. The Saasu Catch bar is at the top of the menu after signing in.
Saasu’s Catch Language now supports “to do:”, “do:”, “h:” and “help:”.
Examples -

  • h:importing – list of help items about “importing”
  • do:call myles – create a To Do Activity in my Activities list.
  • s:happiness – search Google for “happiness”

Audit trail
Improved accountability for multi-user businesses. All edit screens now show the basic audit trail of last change date and time, who made the change and when it was originally created.

Bank of New Zealand importing supported
As we build out our NZ feature set we quickly added this for a New Zealand customer.

Tags in lists
Some list screens (like activities) show the tags applied in-line (in the list) to save you drilling down, a simple powerful time saver because you control the tags you use.

Line focus
Handy line shading has been introduced so it is easier to read across wide reports and lists, you can see an example above.

See more on contacts
Just one click will show the sales, purchases and statements for a contact.

A little known existing feature also lets you research your customers, partners, employees and more on popular web based Professional and Social Networking (PSN) sites. PSNs cover around 200 million individuals now and include Linkedin.com (an independent site), Myspace (owned by News Corp), Bebo (owned by Time Warner’s AOL), Facebook (independent with links to Microsoft), and Orkut (which is owned by Google).

More speed
Our top transaction screens have been accelerated, even with the extra features they now run 20-25% faster than before on common functions.

Easier lists with easy dates
Getting a date (or a range of dates) has never been easier. Lists now show you the recent info to save you time. Most have a simplified date picker to choose common ranges with 2-3 clicks as well.

Direct to Bank Bulk Payments (Bulk EFT)


See Video on YouTube.com

Wouldn’t you love to pay lots of bill at once?

Saasu has released our Direct-to-Bank File (DTB) payment feature. Simply (a) tick all the unpaid purchases you would like to pay in your Saasu Purchase List, (b) create and save your payment and (c) click the icon/link that becomes available to create the direct to Bank File and save it to your desktop.

[Read more...]

Saasu Contact Lists with CampaignMonitor

When you are building your contact lists in Saasu be sure to setup your Contact StatusĀ and apply it to each new contact. Also add you industries. Then you can export your contacts by industry or status e.g. prospects to a CSV file. Step 2 is to simply remove columns you dont need and bring the finalised CSV file via import into Campaign Monitor (a superb web based emailing tool). We do this at Saasu to manage customer email notifications and it works very well. We are looking at integration through their API at the moment and will keep you posted.