Release: January 2012

January 10, 2012 By 19 Comments

Happy New Year to all our readers. This month’s release has a great time saving feature you have been eagerly waiting for. The update will occur at 2:00am Los Angeles (9:00pm Sydney) time today.

Going forward we are announcing the releases before they occur so you can make yourself aware of changes prior to them occurring. In case you didn’t know Saasu does 2 week development cycles (what our engineers call sprints). We release the features and fixes from these sprints every 4 weeks if they pass our QA Engineer benchmarks.

In this release:

  • Date Merge fields – You can now display dates using merge fields that can calculate. They do their calculations based on the Transaction Dates. Use them in Description and Summary fields. Also use them in Templates and Themes. Some examples are {Date+0D}, {Date+7D}, {Date+1M} and {Date+2W}. This is very useful if you bill for fixed time periods. e.g. If we have an Automated Sale invoice on the 10th of each month that will be recurring I can set up an Automated Sale with the Summary “For {Date+0D} to {Date+1M}” then it will display as “For 10Jan12 to 10Feb12″.
  • Infrastructure upgrade – We get to deploy our new cloud infrastructure which enhances performance and redundancy of the Saasu Web Application. We manage your data in the USA, Hong Kong and Australia.
  • Graphs for iPad – Dashboard cashflow graphs now display in your iPad and iPhone web browser. We have moved from Adobe Flash to HTML5 graphs.
  • Security enhancements – We have removed the 16 character limit on passwords when signing up to allow you to use long form passwords. We have also added a password strength indicator.
  • New Bank Feeds- Lots of new North American banks are coming online including: Chase Bank, Citibank, Wells Fargo Bank, Bank of America, Alpine Banks of Colorado and Toronto Dominion Bank. In credit cards GE Myer Visa and Amex Canada are now available.
  • New Bank CSV Import Formats – We have added Macquarie Bank, Sydney Credit Union, Defence Force Credit Union and Summerland Credit Union.

Thanks for your business!

Filed Under: Highlight, Release, Saasu News

Release: December 2011

December 12, 2011 By 5 Comments

This month’s release contains the following updates:

Trading terms

  • Can now specify End Of Month (EOM) + X number of days for more flexibility.
  • Contact, Sales, Automated Sales & Settings screens have all been updated to reflect the new trading terms options.
  • Trading Terms details flow through to Invoice templates.
  • Contact import/export (Saasu CSV format) also includes the trading terms details.
  • The Webservices API allows trading terms details to be referenced.

What happened to the 7d 14d 30d links?

By design we have removed those selection options.

With the enhanced trading terms you can set default due dates for sales and purchases via Settings > Contacts > Trading Terms. In addition, for particular contacts you can override these defaults by setting trading terms at the contact level via Contacts > edit Contacts > Trading Terms. We’ve also added EOM + X days and COD options to allow fine tuning of the trading terms.

In effect this has made the old 7d 14d 30d redundant as you have more control over trading terms in this release.

Webservices API

  • More detailed information within invoices is now accessible via the API.
    Specifically, “Total inc tax”, “exc tax” and tax amounts included in line items can be referenced.
  • Merchant fee accounts on bank accounts can now be referenced.
  • Merchant fees associated with an invoice payment can now be referenced.
Filed Under: API, Release, Saasu News

Mini Release: November 2011

November 16, 2011 By Leave a Comment

We have completed another update to Saasu. Included are some changes listed below. We were also under the hood working on some highly requested features you have asked for via feedback.saasu.com. You will see these arrive in December and January. Last nights changes include:

Inventory Item History Report
The Inventory Item History Report now has additional information and filters that will help you better understand your margins, average costs and cost of goods numbers. It includes:

  • reporting of average cost
  • reporting of margins
  • gross profit margin for your entire sales
  • the ability to export to spreadsheet/CSV
  • the ability to filter by transaction type

Merchant Fees
Saasu has improved the handling of reconciling against fee items. If you have not nominated an account to record Merchant Fees against, Saasu will prompt you to do so in your bank account setup.

Fast Coding
The new Pending Transactions feature in Bank Feeds we released two weeks ago has been well received. Your Fast Coding screen in Bank Feeds now also displays pending transactions as read-only (greyed out). If Bank Rules are set up and applied to your transactions, Pending Transactions are excluded from this.

Filed Under: Data, Inventory, Release, Saasu News

Pending Transactions

November 9, 2011 By 2 Comments

In this latest release of Saasu we are handling Pending transactions in our Automated Bank Feeds differently. We used to display Pending transactions and let you reconcile them. If the data changed significantly we had a rule built into Saasu to un-reconcile the transaction automatically. This would ensure you re-reconcile the transaction to confirm it is correct.

With hindsight we have found allowing our customers to reconcile Pending transactions to be more problematic than helpful. Accordingly, in our release last week we changed Pending transactions to be Read-only until Yodlee, our bank feed provider, updates them as finalised.

You can elect to view (but not reconcile) Pending transactions as an option on each Bank Feed you use in Saasu. By default this feature is OFF. You can turn this ON by going to View > Bank Account > Click on the Bank Account name to open it in edit mode > Tick the option Include Pending Transactions > Save the screen.

Filed Under: Data, Saasu News

Release: November 2011

November 2, 2011 By 18 Comments

Our Labs team have been working very hard to bring this month’s release to you. It contains major enhancements to Saasu and we are thrilled to be able to share them here.

PayPal Automated Data Feeds
Connect your PayPal business account and transactions will flow straight into Saasu. We’ve also catered for the handling of merchant fees to save you time – Saasu accounts for the fees behind the scenes to an expense account.

Automated Bank Feeds for all Banks Globally
We’ve switched on all banks globally from our feed provider giving you a much broader choice of banks.  We’ve also built in a message to display when attempting to connect to a bank requiring multi-factor authentication (MFA).  We are working on supporting MFA in a future release.

Fee Handling for Automated Bank Feeds
Support for merchant fees in payments to bank accounts is now handled in Saasu.
Saasu Bank Feeds Fee Handling
You can now easily update a transaction directly in the feed to account for a merchant fee and Saasu will account for it behind the scenes to an expense account.

“Pending” Transactions in the Automated Bank Feed
We’ve received plenty of feedback on displaying pending transactions before they have been finalised. In this latest Saasu release the pending transaction behaviour has changed completely.

You can elect to receive pending transactions as an option on the back account (View -> Bank Accounts) but by default this is OFF. Also, due to the highly unstable nature of pending transactions and issues with reconciling against them, they are now displayed in ‘Read-Only’ mode and cannot be edited. They can only be edited once they are confirmed/posted. We have made them read only to ensure the data integrity.

“Quick Start”
We now have an easy 3-step setup for new subscribers.
Quick Start
This is a much more intuitive approach for new users, helping them navigate through the initial setup process for their files.

New Dashboard
The new dashboard allows for easy addition or removal of “dashboard widgets” by dragging and dropping the widgets into place.

This is part of our move towards a more customisable approach to the Saasu application.  For example you can now have a separate cashflow widget for each bank account.

Enhanced Bank Reconciliation Report
The report now supports the “clearance date” field in payments. This allows you to run the bank reconciliation report to generate historical reconciiations.

Update to Bank Feeds Screens
We’ve simplified the design of the inbox to make it more intuitive to use.

Filed Under: Release, Saasu News

PayPal Automated Feeds

November 1, 2011 By 8 Comments

PayPalIn tonight’s update, Saasu will provide automated PayPal data feeds. This has been one of our more popular feature requests this year and we’re thrilled to be able to provide it.

Direct connection to PayPal

We’ve built this as a direct feed. This means Saasu communicates directly with PayPal to get your data twice a day. It’s easy to setup in a few minutes. All you need is a business PayPal account, as personal accounts don’t have API access. PayPal offers free upgrade for Personal to Business accounts.

Fee handling

You can easily account for fees associated with your PayPal transactions. For example: a $97.80 amount received in your PayPal automated feed may relate to a $100.00 original Sale. You can now easily update this transaction to account for the fee by editing $97.80 to be $100.00 in the feed. Saasu will automatically account for the $2.20 PayPal fee.

Multi-currency is supported

The automated feed will also handle most common situations for multi-currency files such as those paying foreign currency amounts for goods or for billing people in foreign currencies and accepting payments via PayPal.

Filed Under: API, Connectors, Release, Saasu News

Release: September 2011

September 14, 2011 By 12 Comments

You may have noticed that we have been a bit quiet on major features. Well we have some big things brewing and the fruits of our effort will be seen in early October. However, last night’s release was about some significant engineering improvements and some highly requested features.

Not Getting Bank Data Fast Enough? Pending Transactions Now Supported
We have been feeling the frustrations that some of you have had due to the delay in getting finalised bank transactions via the Bank Feed. The reason was a number of banks had both a pending and finalised status of each transaction. The bank feed was only accessing the finalised transactions in order to remove the chance of duplicated transactions. We now have a way that will access the pending transactions in the next bank feed refresh and prevent duplications.

Payrun Matching in Bank Feeds Now Supported
If you use Pay Runs in Saasu and you’re not using our Bulk EFT file for processing payments, and instead paying your employees one at a time, you can now match these bank feeds transactions against your Pay Run.

More Banks Added to Bank Statement Importing
The new bank formats now available for bank statement importing include ME Bank (AU), Select Credit Union (AU), Berrima District Credit Union (AU), Southern Cross Building Society (NZ).

Filed Under: Data, Notices, Payroll, Release, Saasu News

Release: August 2011

August 16, 2011 By 10 Comments

Last night we released some more features that many of you have been voting up the queue. In addition to features and enhancements we have also spent time making sure our online accounting application is fast by improving the performance of various areas.

  • Co-branding – Subscription admins can upload your own logo in the footer area.
  • Default trading terms in “days” per customer. You can also set this on the customers Contact record. Trading terms “methods” is coming soon.
  • Easily remove “Powered by Saasu” for paid users in the Settings screen.
  • Remittance Advice and Receipts – new merge fields for these templates.
  • Import Shoeboxed CSV files. Shoeboxed will have an Add-on available soon that automatically pushes your scanned transactions into your Saasu file.
    Showboxed
  • Improved performance and search for Automated Sales and Purchase listing screens.
  • New Settings screen to allow for new settings coming in our next major release.
  • Bank Feed amounts for a pay run can now be reconciled to Saasu Pay Runs.
  • Organisations – are now better supported via our API. Company UID.
  • General Ledger report – print issues in some browsers have been resolved.
  • Import CSV support for – Bank of Montreal (Canada), Adelaide Bank (Australia).
  • Bank Feed support for – UBank (Australia).
Filed Under: API, Connectors, Notices, Release, Saasu News, Setup

Sync Google Contacts with Saasu using OneSaas

March 22, 2011 By Leave a Comment

OneSaas is a cloud based integration platform that allows you to synchronise your Saasu records with other web applications. This will allow you to enter or update a contact in either Google Contacts or Saasu Contacts and OneSaas will synchronise them for you.

The benefit of the OneSaas service is that it also links to many other web applications that you may already use in your business.

onesaas integration between saasu and google contact

OneSaas integrates the main functionality of Saasu from Contacts, Invoices, Items, Accounts, Bank Accounts to Tax Codes. Connecting to Saasu is done through a simple wizard process.

We’ve been using OneSaas to manage our contact records synchronisation between system Saasu operations use including Google Enterprise, Campaign Monitor and Marketo. Traditionally we had been spent hours moving lists around and updating records and instead replaced this with a small payment each month to automate these activities. You all know we love automation :)

OneSaas was founded by fellow colleague and friend, Corneliu I. Tusnea.

Filed Under: Add-ons, Automation, CRM, Platforms, Saasu News

Fanatical Pricing

March 22, 2011 By 3 Comments

Better, faster, cheaper

Saasu loves pushing the boundaries on price and features in our industry. We are often perplexed by online systems that charge more than much older software products. We are fanatical about providing extreme value to our customers.

In this light we are announcing some pricing changes today given recent new features we have added to Saasu.

Bank Feeds

Saasu will be providing Bank Feeds, an easy way to get your bank data into Saasu automatically. This is a free feature upgrade on all paid plans even after the beta cycle completes this week. Your business file can also connect to unlimited banks for free subject to our fair play policy.

Enterprise Plan

Saasu has dropped the Enterprise Plan price dramatically by more than half it’s original price. We believe we have the best value serialised and assembly level inventory system in the world. We are talking about real inventory, with real accounting behind the scenes, not just prices list. Enterprise Plan prices are as follows:

AUD $89
NZD $89
USD $89

Saasu will remove the old $95 Corporate plan now that the Enterprise plan is cheaper. Customers on the Corporate plan will be automatically migrated to the new lower cost Enterprise plan. The next plan down called the Global Plan remains unchanged.

All Enterprise customers who paid for a one year subscription in the last 3 months will be given a free 3 month extension on their Enterprise files.

Saasu’s Enterprise plan gives you Saasu’s Advanced Inventory features and unlimited Payroll subject to our fair play limits.

Free Version.

To date Saasu has been very open and provided quite unrestricted use of trial features in it’s Free version. These include Group Payroll, Inventory and even API use. We have done this so customers can try it all out now but also in the future if they are thinking about upgrading. However many customers use these features in a commercial ongoing sense and accordingly we will be asking that these customers upgrade to the Professional version of Saasu or higher next month.

If you have any questions regarding this don’t hesitate to contact us via the service desk.

Filed Under: Saasu News
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