Prelim

• How to provide video training with Goto Meeting
• Why no manuals?
• Keeping workflow simple will keep the accounts simple
• How to direct people to Saasu service to save you time

Setup

• Subscription versus File
• Company name is your file name
• What are Zones
• Settings
• Common new user mistakes
• Editing email templates
• How email works behind the scenes
• Editing invoice templates
• Creating tear of remittance on invoice templatesAllowed logo files
• Keeping a copy of emails sent via an archive email address
• Re-starting set-up from scratch

Chart of Accounts

• Bank Accounts + Accounts = Chart of Accounts
• Franchisor centric
• Franchisee centric
• Alpha and/or numeric Account names
• Sort Order
• Hierarchy
• Duplicating a chart of accounts and file structure
• Merging accounts in the chart of accounts

Security and Access

• Logs and Audit trails
• Controlling access of users
• Excluding tax codes not required
• Inviting business/investor users
• Inviting professional users
• Locking Periods
• Concurrent sessions not allowed
• IP tracking

Accounting Processes

• Entering Purchases and Sales
• Using name conventions to make life easy
• Reducing data entry errors
• Consistent use of ref and summary fields for clean reports
• Using automation
• Transaction listings
• Duplicating to keep maintain likeness and save time
• Checking data entry
• Checking tax codes
• Checking payment accounts
• Transaction By Account report
• Handling deposits
• Receiving payments
• When to use bank transfers
• Using direct-to-bank files to make multiple payments
• Storing asset information against asset purchases
• Bank Reconciliation’s
• Payables/Receivables Reconciliation’s
• Asset Receivables
• Inventory Stock Checks
• Payroll
• The effect of un-reconciling transactions
• Manipulating reports in spreadsheets
• Handling failed funds transfers and bounced checks/cheques
• Automating regular identical transactions
• Using requires follow-up as a workflow tool
• Purging data, starting a new file for a new year
• Converting Quotes to orders and sales
• Reports and their filters
• Controlling how reports are displayed

Consumption Tax

• VAT/GST/Sales tax only transactions
• No standard tax amount transactions
• How does Cash versus Accruals work with tax codes
• Cash as compared to Accruals Company Tax
• Answering which tax code questions
• Tax paid later transactions

Accounts payable

• Paying many people at once with Direct to Bank files
• Using the reference code and summary info fields effectively
• Booking expenses to Tags

Accounts receivable

• Issuing statements
• Applying a single credit card entry to multiple invoices at once
• Writing off a sale

Employee Transactions

• Handling Petty cash
• Handling employee expenses
• Managing a directors loan to the business
• Activities

Employee Payroll

• Setting them up
• Opening balances
• Automating the payroll process
• Legislation requirments
• Dealing with payroll adjustments
• Fixing incorrect line items
• Handling entitlements
• Working out superannuation/pension obligations

Tags

• Tags are a classification system
• How they work in reports
• How they are used

Attachments

• Types
• Effective file sizes
• Archiving paper documents
• storing sound files and pictures

Browsers and use off them

• Reporting browser related errors
• Using tabs in browsers to improve workflow
• Installing an updating adobe, flash and your browser
• Using search function in browsers
• Using Google to search support notes
• Browser and computer RAM memory management and requirements

Connectors

• What and how
• Synchronising contacts
• Widgets and Connectors