What is the Accounts List?
The Accounts List screen displays a list of Accounts that you have created, are in-built or are in-active. Accounts allow you to classify transactions entered into Saasu.
What can I do with the Accounts list?
Add, Edit and Delete
Add - Click the Add link at the top of the list (you can also add Accounts as you go in transaction screens).
Edit - Click the Edit icon next to the item you wish to edit in the list.
Delete - To delete or de-activate an Account, click the Delete icon next to the item you wish to delete in the list. If any transactions are referencing this Account you are deleting, you will be given the option to either set it to inactive or replace it with a different Account.
Set Accounts to Inactive
This is a list of Accounts that you have previously used when entering transactions, but that you no longer do regular business with. By placing them in the Inactive Accounts list, they do not appear in the drop-down lists for adding new transactions. They will however appear in the Accounts list when you are editing a transaction that still references this particular Accounts. They will also appear in relevant reports as well.
You can later re-activate the Account by clicking the Edit icon next to the Account and ticking the “Re-activate this Account” check box and saving the Account.
View in-built accounts Saasu’s engine or you can use
To perform some more advanced functions, Saasu uses some Accounts that are built-in. These Accounts are listed here so that you know you don’t need to created these Accounts yourself.
More on Accounts
If you edit a transaction assigned to an Inactive Account to reference an Active Account, and later if you re-activate the inactive one, the transaction will not be automatically assigned back to it.
When you are deleting a Account, if you replace it with a different Accounts when given the option to set to Inactive or Replace, and later if you decide you need it back again, you need to add it as a new Account. Any transactions that were assigned to it before will not be assigned back to it automatically after you add it as a new Account.
