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.
Hi,
loving all of the improvements that are popping up.
From a business management perspective rather than a strictly accounting perspective I would really love to have drill down available in inventory (items) rather than having to perform item specific searches in the reports section…
Keep up the good work!
Comment by grocer — May 29, 2008 @ 9:31 am
We are the New Zealand company you added BNZ importing for. Was so impressed at the level of service we received and how quickly you done this (well within 24 hours) Thanks so much!
Comment by Claire — June 17, 2008 @ 10:21 pm
Thanks Grocer for the idea re: drill down. Do you mean to see who’s bought an item or trading history etc?
Comment by Marc — June 18, 2008 @ 1:05 pm
Claire, was a pleasure. Thanks for joining us!
Comment by Marc — June 18, 2008 @ 1:09 pm
Easier lists with easy dates
————————–
This is handy in a way but the problem is the default list of purchases contains everything - paid and unpaid. I never look at paid at all, I always open the purchases list to see what I have to pay next and not what I have already paid.
Having to click on the DD and change it to unpaid every single time I am in saasu is a real pain. Either we need to be able to save a view or be able to set a preference that I can always have it show just unpaid. This would then work for everyone.
This also goes for “Recent” - it would be nice to be able to set the date range that is I want rather than it alwys being recent which rarely works for us. I am forever clicking on Custom and then manually typing in the dates. If this could be set to eb 60 days or whatever and then stored as my preference it would again save a lot of time.
There’s some great new features - so well done guys and hopefully the other shortcomings are fixed in time.
Comment by nightrider — June 19, 2008 @ 2:54 pm
Hi - I just wanted to mention I use attachments all the time for “stapling” my client timesheets to the invoice, so I can always track back if a client has questions about an invoice. Works a treat…
I’d also be interested to know more about the research on social networks feature you mention?
Comment by Grant — July 7, 2008 @ 4:59 pm
I have just read the comment by nightrider on June 19, 2008 about easier lists with easy dates. I agree entirely and would love to be able to set a date range and preference for unpaid invoices only under the purchases screen. Will you be implementing this option?
Comment by Anne — July 29, 2008 @ 1:27 pm
Hi Anne. I’d like this also for myself. It’s a usability issue that is all about simplicity and that is our mantra. I think you and nightrider are right so I have created a ticket #2471. Labs are looking at it now as there are several requests for this. I’ll post the assessment results to the blog here when I know.
Comment by Marc — July 30, 2008 @ 10:03 am
Hey Marc - great to be fully onboard with Saasu. Just completed our first full month of entries having migrated from MYOB. thanks for the ready support. We should be flying along now. Only complaint is the pdf naming convention in sales invoices - but you have responded on that.Everything else looks hunky dory - it would be nice to be able to put more reports and charts in the dashboard
Comment by Clive R — August 6, 2008 @ 10:06 pm
Hi Clive, We have finished building that change. It’s in next release out soon. We had your vote and another customer last week against the feature request which helped push it up the queue enough to trigger the change. The next preview release (tonight) will have it so you can check it out.
Comment by Marc — August 8, 2008 @ 10:04 am
Can you import sales or purchases using a csv file?
Comment by Rod — August 12, 2008 @ 12:35 pm
Hi Rod, this support note covers it.
Comment by Marc — August 12, 2008 @ 1:22 pm
Hi Marc,
This appears to be specific for bank statement only. What I would like to do is import sales invoices and purchase invoices using a csv file rather than having to do them manually which creates double handling for me.
Thanks
Rod
Comment by Rod — August 21, 2008 @ 4:42 pm