This screen allows you to change the settings for your file.

Transaction

Warn/Lock transactions for a date period

It is important that you don’t accidentally change transactions that have already been reported to external parties (such as your government for tax reasons). If you would like to be warned if you are adding or changing a transaction that occurred before a certain date (e.g. the date you submitted your end of financial year), you can enter the date here. If you do not want to be warned, just leave the field blank. The second date for transactions ‘after’ a certain date has been provided to allow only entry within a fixed date range. It is also useful in preventing typing errors resulting in transaction being entered as 2018 instead of 2008 as an example.

Set a default transaction date

You can check the box that says ‘Use today’s date when adding transactions’ if you would like all new transaction to have today’s date entered by default. You can clear and type of this date in the transaction screen as required. Where you are mostly entering transactions historically it is best to leave this unchecked.

Default Bank Account

Many screens in Saasu show a list of bank accounts in a drop-down list, for example payroll and paying for purchases. The default bank account option allows you to choose a bank account that appears selected by default in these lists. If you use a specific bank account for a lot of transactions, choosing it as the default can save you time when entering transactions that are made using the account.

Please note that you can also set this option when adding or editing a bank account.

Contacts

Format

Show contacts in your preferred format. This format will be used in transaction screens, reports and contact lists.

Salesforce Connectors

Your Salesforce Org must have WSAPI access enabled.

Saasu will import your Salesforce Accounts and Contacts into your Saasu File in the background within 24 hours after you enable the synchonisation.

If the Account or Contact already exists, they will be merged with the information from Salesforce overwriting the Saasu information in case of a conflict. This means Salesforce information takes priority.

If you are not comfortable with this approach you should not enable salesforce synchronisation.

If you would like to exclude some information on salesforce from being synced to saasu please ensure the salesforce user id you enter into saasu does not have access to that information, this will prevent it being synced.

Report Options

When you are in a report and you want to edit a transaction you can click on the icon and it will load that transaction. When you close (or save and close) the transaction Saasu will send you back to the report you came from automatically. You can change this behaviour by changing this setting to ‘Show Report Options Everytime’. This setting will send you back to the report filters screen before running the report. This gives you a chance to change the settings before the report runs to reduce load time.

Sales and Purchases

Default Invoice Layout

When adding a new Sale or Purchase you can default to the layout you would like to see each time. Choose either:
Service - Description, Account, Tax Code, Amount
Item - Quantity, Item, Description, Tax Code, Unit Price, % Disc, Line Total

Auto-numbering

You can set Saasu to auto-number Purchases or Sales by checking the Enable invoice auto-numbering. A Prefix can be appended to the front of each number if required. e.g. “2006-”. Use the Next invoice number field to start from a number other than 1. If you have been issuing invoices for some time this will be required to continue from the invoice number you are currently up to.

By default Saasu checks the invoice number you have entered and makes sure that you’re not using a duplicate invoice number when you save the invoice. This is to stop you from accidentally entering the same invoice twice, or from using an invoice number that has already been used.

Tax Codes

If you do not want to show a group of tax codes, uncheck the check-box next to the option(s) you do not wish to use. You can return to this screen at any time to change your options. Note; if you choose to remove a tax code that you have used in previously entered transactions the previously entered transactions will still keep the tax code you have assigned, and be listed in any relevant reports using the chosen tax code.

Accounts Lists

Saasu includes a large number of inbuilt Accounts that it uses to make entering transactions like payroll entries and invoices easier. This list is quite long and can make the Accounts list quite long, slowing down entering transactions.

When your file is first created the inbuilt Accounts are not included in the drop-down lists on transaction entry screens. If you do need to have these Accounts available, you can check the appropriate check-box to have them appear in these drop-down lists.

Inbuilt Accounts cannot be deleted. You can un check the check-boxes so that they will no longer appear in the drop-down lists on transaction entry screens.

Please note that if you choose to not display a group of inbuilt Accounts that you have used in previously entered transactions, the previously entered transactions will still keep the Account you have assigned, and be listed in any relevant reports using the chosen Account.

Inventory Item List

Enter inventory items in Sales or Purchase by Item Code or by Item Description