What Are Industry Guides?
Saasu can be used across many different industry segments in a generic way. To tailor it for your type of business we recommend you use some of these resources as a reference to get started quickly in your industry.
Transaction Categories for your Industry
The Chart of Accounts is the heart of how your financial record keeping works. Think of it as the framework (or filing system labels) for how you want to classify the information. It is made up of Transaction Categories and your Accounts.
Step One.
To use example Transaction Categories choose one for your industry below, it will download to your PC desktop.
Step Two.
Import your new chart of accounts using setup>import>transaction categories as per the screen shots below (click to enlarge).
Notes
All the files above are in CSV (Comma separated file format), so make sure you select that format on the import screen, you can also view or edit them in most normal spreadsheet programs but that is not necesary, just upload it to Saasu and start entering transactions. Later if you wish you can fine tune to your liking by adding more or changing existing using the setup > transaction categories screen as per the screen shots below (click to enlarge).
