Dashboard

Create your instant insight

• Your dashboard for your business that gives you insight into your key financials.
• Configurable for financial information or other knowledge you need.
• Choose from: Profit & Loss, Balance Sheet, Accounts Payable, Accounts Receivable, Saasu News and more soon.
• Keep abreast of new sales and who owes you money
• Keep up to date with new Saasu features and news

PDF/Email Invoicing

Order, quote, bill, pay, reconcile & report. Use your own logo.

• Create sales, purchase orders and quotes.
• Simple or sophisticated invoices are equally easy to produce with our without accompanying payments in a single screen.
• They can easily be printed or emailed with your logo and regular invoices can be automatically generated and emailed you just set and forget with our powerful invoicing screens.
• Manage a Sales Cycle from Pre-Sales Opportunity > Quote > Order > Invoice > Payment
• Track the age and volume of your receivables debtors
• Manage associated documents, warranties, invoices and receipts
• Print, Email, PDF
• Produce Shipping Slips
• Customise your Sales PDF template
• Service or item (stock or time) layout formats.
• Apply Tags to transactions for reporting, job tracking
• Automatically number invoices, orders and quotes
• Automatic tax calculations for your country. Supporting 50 zones in Beta.
• Record payments and part payments.
• Include as many line items as you need.
• Connector (API) access to link to your other systems.

Automate Transactions

Schedule regular invoices and bills and automatically email them using templates.

• Automatically schedule and generate recurring Sales without having to remember do data entry.
• Ideal for recurring revenue streams such as subscriptions, regular services income and rent.
• Automatically capture regularly occurring card charges or bank account debits ready for reconciliation
• Schedule regular invoices and bills and automatically email them using templates.
• Create standardised invoices which can be sent to a Contact or a Contact Group on a regular basis.
• Create recurring Purchase transactions such as phone contracts, car lease payments and other loans
• Automatically capture regularly occurring expenses ready for reconciliation
• Match your suppliers billing schedule.

Expenses/Purchases

Create purchase orders and capture expenses.

• Pay lots of suppliers in one action using direct to bank payment files that you upload to online banking for processing.
• Attach receipts and notes to transactions. Generous virtual file storage solution.
• Create sale transactions for subscriptions and other types of recurring revenue and automatically apply payments.
• Create Invoices for services or items. Time, inventory and virtual inventory.
• Invoice for things you build, bundle and package from inventory items.

Reports

Full balance sheet, profit & loss, general ledger, accounts and more.

• Quick filters and advanced filtering when combined with Tags allow you to create 100’s of virtual reports suited to your needs.
• Flexibility to get what you want. Export, send or print.
• Use Tags to create view detailed information about specific aspects of your business.
• Have us create a new report if it doesn’t already exist. Log a help ticket and we’ll price it for you.

Bank Account Management

Online banking connectivity guaranteed.

• Track & reconcile all your bank accounts and pseudo accounts.
• Link to dozens of online banking formats via the internet.
• Capture transfers between credit card accounts, directors loan accounts and other loan and bank accounts.

Advanced Inventory

Assemble combination’s, track refill points, sell, buy, track, virtual inventory too.

• Track & trade stock.
• Build combo items (”assembly kits”).
• Do stock takes.
• Auto-flag refill levels.
• Full connector API for linking to e-commerce sites.
• Tag and track different types of inventory or locations.

Multi-Business Capable

See across multiple businesses, users, Tags (projects/jobs/divisions/locations) all with one sign-in id.

• It’s not just for you and your accountant/bookkeeper. All your advisors, mentors and investors can all be granted access to your file by you.
• Unlimited users subject to our fair play terms

Light CRM

Saasu can be used as a light Customer Relationship Management application (CRM). We aren’t anywhere near the level that Salesforce.com, Volt or Sugar have achieved but we do have a few simple features which enable Saasu to be quite effective in several CRM areas.

• You have the accounting information so you are already a step ahead in output and performance reporting.
• Manage your contact correspondence – attach voicemails, documents, notes and tasks to your Contacts and Transactions.
• Sales cycle – capture Pre-Sales opportunities and follow them through to Estimate/Quote, Order, Sale and Payment stages. Start to finish.
• Tag Contacts – classify your contacts and opportunities using Tags. Run your reports using these Tags
• Campaign Management – use Tags to create classifications for industries, regions and market segments amongst your contacts that can then be exported as lists for use in the e-mail and land mail marketing of your choice.
• Track service tickets, tasks and file notes using Saasu’s Activities area

Tight Transaction Control

Secure role based access control

• Control what each user has access to in your accounting file.
• User access to each business file is defined by the user role assigned to that user.
• Roles can be flexibly defined for each job specification in your companies and can span companies and more.
• Audit trail reports for tracking changes to transactions.
• Security reports for observing who has accessed your financials and when
• Quickly add and remove access for employees. Compliance and governance at your control.

Payroll and Pay Groups

Automate employees payroll transactions, email payslips, direct bulk banking, entitlements tracking.

• No extra charges for tax-table updates.
• Track payroll, email payslips, prepare payment summaries.
• Automatic payroll tax calculation (AU).
• Track employee deductions such as charity donations and union memberships.
• Track employee entitlements such as annual and sick leave.
• Group Payroll for five or five hundred staff.
• Flexible pay groups so that staff in a particular location or category of employment can be paid simultaneously
• Automated feed from time sheets for staff paid based on time.
• Automated individual direct to bank payments via a single bulk bank instruction file
• Automated individual payslip bulk production
• Automated individual payslip emailing
• Authority levels for pay office and overall pay manager bulk approvals
• Integrates with employee self service for pay queries
• Generate draft bulk pay runs for a group to control total payments and data verification
• Multi-user
• Major reference sites available
• Pay one or many employees salary or timesheet based in just a few clicks.
• Send email payslips and produce bulk direct to bank instruction files then upload to online banking.

Customer Life Cycle

Light CRM start to accounting finish

• Pre-sales opportunity tracking. Convert them to quotes, then orders, then sales.
• Create, schedule and track service tickets using Activities
• Attach notes, files and other electronic media to Activities and transactions
• Setup contracts with recurring charges for new customers
• Create a Loan payment schedule for goods sold on credit and or as a loan sale
• Create rental sales and track to contract end
• Track status. Reduce re-keying. Know where you stand all the time.
• Automated deposit journaling for pre-payment or security deposit type purchases.

Simple Point Of Sale Built In

Use a USB scanner to pre-populate your Sales

• One system. One record. Multi channel. Easy.
• Centralised and synchronised inventory between retail outlets, online stores and traveling sales. Always feel the security of knowing everyone is looking at the same set of inventory.
• Quick ’sell & pay’ option for light to medium volume retailers. Shop, web, online, warehouse, more.
• Use your USB scanner to pre-fill stock codes in our Sales screens
• For high volume situations use the TouchCashier POS solution for online and offline use of Saasu.

Contact Tracking

Employees, clients, partners, suppliers, partners, prospects & more. Group for automated handling.

• Manage client & prospect lists in one place.
• Export to outlook and other formats.
• Track employees, suppliers, competitors and more.
• Integrate with major email mailing providers.
• Create groups of contacts for campaigns

Relationship Management

Visualise your sales data using Tags and Sales Reports

• Share sales and service client insight across your team anywhere.
• Partners, Clients, Employee Self Service.
• Add value with employee personal financial management using Saasu
• Help your Franchisees, contractors and the like manage their businesses.

Activities

Your todo’s, milestones, notes, procedures, meetings and service ticket tracking

• Manage your to dos, meeting minutes, docs and more.
• For the boss – do the same for your team.
• For the staff – show the boss how much you do every day.
• Rack activities at the project, client, tag and even transaction level (complex quotes are now easy).
• Use Saasu ‘Catch’ – to quickly capture activities in seconds. Catch those action items.
• Track service tickets, milestones and promises you make to people.

Time Tracking

Track time for employees and run list reports by employee for various periods.

• Pay employee based on time sheets.
• Log time for others or just yourself, time based payroll with auto option.
• We recommend advanced timesheeting using 88miles.net connector to Saasu.

Connectors – get systems talking

Connect Saasu to other software products using the API

• Using our API (Application Programming Interface) push merchant facility transactions into Saasu including tracking inventory and reorder points.
• Have your website create, read, update or delete your clients and prospect contacts in Saasu.
• Connect Point Of Sale (POS) systems to your Saasu file.
• Build your own customised transactions screens and reports or other front end controls.
• Connect out of the box to Salesforce.com

Reliable

Used by thousands of real people. 99.9% uptime for last four years.