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PLAN CHANGE NOTICE: Features and Plans retiring 1 July 2019

SECURITY NOTICE: Saasu staff will never ask you to reveal your password by email or any other communication method. Please refuse any such requests. Please don’t share your user access with anyone.


Frequent

Get Started
Customer Contact Saasu
Manage Subscription
How to Videos
Switching to Saasu
Mobile App

Setup

Settings
User Access
Changing Files
Chart of Accounts
Import Chart of Accounts
Opening Balances
Opening unpaid transactions
Base Currency

Banking

Bank Accounts
Bank Transfers
Import from Bank
Direct Entry ABA Files
Failed Payments
Bank Fees
Merchant Clearing
Merchant Fees
Exchange Account
Money Transfer
Bank Reconciliation
Credit Card Reconciliation
Cheques
Petty Cash

Bank Feeds

Introduction
Direct Bank Feeds
Yodlee Bank Feeds
Bank Feed Security
Multi-factor Authentication
Bank Feed FAQs

Using Bank Feeds

Connect to Bank
Reconcile Bank Feed
Bank Feed Matching
Bank Rules
Bank Feeds vs Bank Recs
Splitting Transactions
Matching part payments
Pending Transactions
PayPal Feed

Invoicing and Sales

Sales / Invoicing
Credits and Adjustment Notes
Deposits and Pre-payments
Quotes and Estimates

Recurring

Recurring Sales
Recurring Billing
Recurring Statements

Special Situations

Time Billing
Email Deliverability
Write off Sales
Progress Payments
Billing Credit Card Fees
Contra Transactions
Invoice Number Duplicates
Gift Certificates
Statement
Channel Partners

Accepting Payments

Payments
Sale Payments
Other Currency Payments
Credit Card Fee Recovery

Payment Providers Supported

Online Payments
PayPal
Braintree
Eway
Stripe
BPay

Expenses and Purchases

Purchases (Expenses and Stock)
Recurring Purchases
Splitting Transactions

Payments

Making Payments
Payables Reconciliation

Employee Expenses

Disbursements
Expense Reimbursements

Payroll

Payroll Methods
Pays
Pay Runs
Pay Run Adjustments
Opening Balances for Payroll
Pay Items
Superannuation
Payroll Deductions
Leave
Timesheets
Pay Runs Using Timesheets
Termination Pay
Split Pay
Payslip wont update
Extra Pay Period

Payroll Reports

Employee Details
Pay Item Summary
Payroll Summary
Superannuation Payments – Superstream
PAYG Payment Summary Report
Single Touch Payroll Report

Inventory

Inventory Guide
Items (Inventory)
Opening Balances
Importing Items
Inventory Methods

Inventory value and levels

Average Cost
Negative Inventory
Back Orders
Building Items
Inventory Adjustments
Inventory Transfers

Adjusting Inventory Value

Assessing Item Value
Stock Reconciliation
Labour Costs
Discounts

Stock Logistics

Customs and Freight
Virtual Items
Drop Shipping
Barcode Scanner
Consignment Stock

Inventory Reports

Inventory Stock Alert
Stock Take (Level Check)
Stock Value
Item History

Customer Management

Search
Contacts
Tags
Attachments
Activities
Timesheets

Templates for Transactions

Templates
Email Templates
Themes
Merge Fields
Emailing

Import and Export

Import Chart of Accounts
Import Contacts
Import Items
Import Transactions
Import Bank Statements
Uncategorised Imported Transactions
Import Data Troubleshooting
Import from MYOB
Import from Xero
Import from Quickbooks
Export Data

Reports

Accounting Reports

General Ledger Detail
Trial Balance
Transaction by Account
Budgets
Requires Follow-up

Cashflow Reports

Cashflow Forecaster
Accounts Payable
Accounts Receivable
Aged Payables
Aged Receivables

Performance Reports

Dashboard
Profit & Loss Monthly | Yearly
Profit & Loss Detail | Summary
Purchases | Sales
Consolidated Profit and Loss

Other Reports

User sign in audit trail

Accounting

Journals
Fixed Assets
Equity
Investments
Liabilities
Novated Leases
Financial Year End
Depreciate Assets
Appreciate Assets
Interest Received
Currency Gain or Loss
Currency conversion rate

Tax

Tax in Saasu
Tax Payments
Tax Code Report
PAYG Payment Summaries
ABN Withholding
BAS Payments
BAS Summary Report
BAS Detail Report
Recipient Created Tax Invoices (RCTI)
Taxable Payments Annual Report
State Payroll Tax

Technical

Accounting Behind Saasu
Clear Cache
Email Deliverability
Lost Transactions
Reporting Differences
Rounding Differences
XE Data Feed