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Dashboard

The Saasu dashboard provides personalised information that is useful in using Saasu and in managing your business or investments. You can personalise the layout of this screen by clicking the manage button in the page heading. The Dashboard screen initially displays four widgets display by default. They are Saasu News, Profit and Loss, Accounts Receivable and Accounts Payable.

Dashboard Features

Saasu News

From time to time we'll need to let you know about important things related to Saasu. These announcements will appear in this section - so that we don't have to clog up your inbox with loads of emails to let you know what's happening.

Accounts Payable

The Accounts Payable report displays all of the money you owe to other people - any unpaid transactions entered into Saasu where you are paying money. Overdue items will have their dates displayed in red. If a transaction has no due date, the widget shows the date of the transaction as the due date.

At the bottom of the list is a total of all of the items, so that you can quickly see how much money is due to be paid. You can use the pages at the bottom to move through the transactions, or use the All button to display the full list.

There are two tabs at the top:

Accounts Receivable

The Accounts Receivable report displays all of the money owed to you by other people - any unpaid transactions entered into Saasu where you are receiving money. Overdue items will have their dates displayed in red. If a transaction has no due date, the widget shows the date of the transaction as the due date.

At the bottom of the list is a total of all of the items, so that you can quickly see how much money is due to be paid to you. You can use the pages at the bottom to move through the transactions, or use the All button to display the full list.

There are two tabs at the top:

Profit & Loss

The Profit & Loss section summarises your year-to-date earnings based on the transactions entered into Saasu.

Quick Start

1. Bank Accounts

Setup your bank accounts, loan and credit cards accounts and connect them to your online banking

2. Company Details

Add your Company Name, Address and Logo to your Sales and Purchase templates.

Upload a logo image file from your desktop or a folder in your computer to the add logo area.

3. Lists

Contacts - are your customers and suppliers in Saasu. Contacts can belong to a Company. Also add Contacts via Add > Contacts. More info...

Accounts - your Chart of Accounts helps you classify transactions in your profit and loss or balance sheet. To add Accounts that you will code/categorise your transaction in go to Add > Accounts.

Inventory Items - If you buy or sell products regularly then import or add inventory items that you will need. You can also add Items via Items > Items. More info...

Extras you may need to do

Opening Balances

Carry your current financial position over from your old software.
To add Opening Balances go to View > Accounts and click Opening Balances. If you are a new business you can skip this step. More info...

Templates

Templates help you email PDF format quotes, invoices, purchases and statements. Set up your invoice Templates by selecting View > Templates. Click the template you want to work on. Have your logo image file in GIF or JPG format ready to upload. From here you can also set up your email format for sending these. Choose the second tab in the template edit screen to do this. Ensure you include a BCC copy to yourself by default so you have a record of emails you send out from Saasu. More info...

Tax Codes

Add tax zone specific tax codes. Are you in a region or county with specific tax rates you need to charge? If so go to Settings > Tax Codes > from this screen you can add additional tax codes to be used on Transactions. Saasu's Tax Code report will include these.

Control Access

Add Users with appropriate access roles. To do this go to My Saasu > Manage Subscription and use the invite link above the User list.

Add Tags

Add Tags so you can classify transactions, contacts and activities into jobs, projects, or divisions. Add tags from View > Tags. More info...