Answers

Get Started

  1. How do I get started?
  2. How do I setup my invoice template?
  3. How do I enter my opening balances?
  4. How do I account for unpaid sales and bills?
  5. How do I get my inventory across from my old system?
  6. How do I setup my Bank Accounts?
  7. How do I setup my Chart of Accounts?
  8. Can I setup other types of non-bank accounts like PayPal?
  9. How can I account for an overdraft?

Importing Data From Other Software

    General

  1. How do I import Customer and Supplier lists (Contacts)?
  2. How do I import my Chart of Accounts?
  3. How do I import my inventory lists?
  4. How do I import transactions from a spreadsheet file (CSV)?

    5. Software Specific

  5. How do I migrate from MYOB?
  6. How do I migrate from Quickbooks?

Importing Data From Banks

  1. How do I import from my bank?
  2. What bank data formats do you support?
  3. How do I code my draft bank data?
  4. How do I apply imported payments to invoices?

My Saasu

  1. How do I reset my password?
  2. Which web browsers do your support?
  3. How do I give access to Saasu Service team for troubleshooting?
  4. What is Saasu’s uptime record?
  5. How do I transfer files between subscriptions?
  6. How do I create a good password?

Activities

  1. How can I track todo’s and projects?

Contacts

  1. How do I add my contacts?
  2. How do add my companies?
  3. How can I create contact groups?

Transactions

  1. Sales
  2. Purchases
  3. Payments
  4. Payroll
  5. Items
  6. Time
  7. Journals
  8. Bank Transfers
  9. Finding Transactions
  10. Review Transaction Entries
  11. Emailing Transactions
  12. Reports
  13. Tags for Reports
  14. Tags (previously Folders)

Month, Quarter and Year end

  1. What information do I give my Advisor at year end?
  2. How do I close off year end?

Security, Backups and managing your Data

  1. Can I Trust Saasu with my data?
  2. What technology is Saasu built on?
  3. How secure is Saasu?
  4. What backup processes are in place for my data?
  5. Can I get my data out?
  6. Archive my data file
  7. Copy of my file

Investments

  1. Entering Interest Received
  2. Entering Stock/Shares Issued by a Company

Industries and Segments

Industry Guides
Mobile Sales Teams
Retail or Point of Sale (POS) End of Day Process

Country Specific Tax

Australia (AU)
New Zealand (NZ)
United Kingdom (UK)

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