Dashboard
All Versions
Create your instant insight
- Dashboard insight for your business financials.
- Configure to your own requirements.
- Monitor your cashflow across all your bank, loan and credit card accounts.
- Mini Profit and Loss and Balance Sheet widgets to see your financial position at a glance.
- Accounts Payable/Receivables including Orders – See expected cash flow or chase payments.
- Keep up to date with new Saasu features and news

Invoicing
All Versions
Opportunity » Order » Quote » Invoice » Pay » Reconcile » Report.
- Create transactions at each stage of the sales cycle. Opportunity »l; Estimates » Orders » Sales.
- Simple or sophisticated invoices are easy to produce with or without accompanying payments in a single screen.
- Easily print or email PDF’s with your logo and details. Regular invoices can be automatically created and emailed.
- Track the age and volume of your receivables debtors
- Attach invoices, warranties and other files.
- Multiple and customizable templates for Invoices, Shipping Slips, Credit Notes and more.
- Service or item (stock or time) layout formats.
- Apply Tags to transactions for reporting, job tracking
- Automatically number invoices, orders and quotes
- Record payments and part payments.
- Include as many line items as you need.
- API access to link to your other billing systems.

Automate Billing and Expenses
All Versions
Recurring 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 and Purchasing
All Versions
Create purchase orders and capture expenses.
- Pay lots of suppliers in one action using Bulk EFT uploaded to online banking.
- Attach documents to transactions.
- Manage Subscriptions sales and other types of recurring revenue.
- Create Invoices for services, inventory and virtual items.
- Invoice for things you build, bundle and assemble from inventory items.

Reports
All Versions
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. Send a request to service and we’ll price it for you.

Bank Account Management
All Versions
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.

Items and Inventory
All Versions
Assemble combination’s, track refill points, sell, buy, track, virtual inventory too.
- Track and trade stock.
- Trade in virtual items that have variable volumes.
- Assemble, kit and bundle with Combo Items.
- Stock takes.
- Auto-flag refill levels.
- Full connector API for linking to e-commerce sites.

Advanced Inventory
Add-on
Track Serial, Batch, Location and other Inventory Attributes.
- Serialised you inventory by Product, Build or License number.
- Track product expiry dates.
- Buy/sell stock in batchs.
- Track stock by location.
- Add more inventory descriptors with Attributes.
- Items can have multiple attributes.
- Merge fields supporting standard attributes.
Inventory Item Attributes for your specific business needs
- Add size, weight, colour type attributes to manage specific stock
- Track Warranty codes and documents.
- Set Expiry dates for food, licences or other time based uses.
- Mark stock as quarantined
Know your serialised inventory stock position
- See the quantity of stock you have on hand, on order, committed or available.
- Know this information down to specific serial, batch or attribute level.

Multi-Business Capable
All Versions
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
All Versions
Saasu can be used as a light CRM
- 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
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

Tight Transaction Control
All Versions
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
Add-on
Generate pays, email payslips, entitlements and payments.
- No extra charges for tax-table updates.
- Payroll, email payslips, prepare payment summaries.
- Automatic tax calculation (AU).
- Deductions such as charity donations and union memberships.
- Entitlements such as annual and sick leave.
- Automated feed from time sheets for staff paid based on time.

Pay Groups
Add-on
Automate employees pays, email payslips, entitlements and payments.
- Group Payroll for five or five hundred staff.
- Pay Groups for grouping staff by location or category of employment
- Bulk EFT pay runs
- Automated payslip bulk production and emailing
- Pay officer bulk approvals
- Generate draft bulk pay runs for a group to control total payments and data verification
Sales Cycle
All Versions
Customer lifecycle management right from the start to the 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.

Point Of Sale
Add-on Product
Starter, Small and High Volume POS Solutions
- Starter – USB scanner to pre-fill your stock codes into Sales screens
- Small retail situations use Saasu POS:
- Works offline!
- Easy to use
- Bar-code driven
- Full online backup
- High volume retail use Amicus POS (Coming Soon)
- Supermarkets: specific point of sale and management control features for supermarkets and retail to provide company wide integration and efficiency.
- Hospitality: floor level efficiency and restaurant management features to improve your patrons dining experience and your bottom line.
- Fuel: delivers integration from bowser to head office, provides site control and improves your fuel outlets efficiency and profitability.
Centralised Inventory at last
- One system. One record. Multi channel. Easy.
- Works offline or online
- 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

Activities
All Versions
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
All Versions
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
Add-ons
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
99.9% uptime for last four years.
- Used by thousands of real people.
- Managed in some of the most resilient and secure cloud hosting environments in the world – Amazon Web Services.
- Storing data in both Australia, Singapore and the United States

