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Getting Started

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Add my companies details

  1. Click on Settings (CogWheel icon)
  2. Click on File Identity
  3. Update your information
  4. Save

Add my logo/payment information to invoices

  1. Click on View > Templates > Click on the name of your Sale Default template
  2. Next to the logo field click on Upload and follow the prompts and Save
  3. Enter how you would like your customers to pay you in the Payment, notes and other information field and Save
  4. If you would like a custom message in your emails, click on the Email tab and fill in the fields and Save.

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Create your first sale

  1. Click on Sales in the top left of your screen
  2. Click on Add
  3. Select Service or Item layout (Small plan does not have Items)
  4. Enter all of the details of the invoice and Save.

Create your first purchase (expense)

  1. Click on Purchases in the top left of your screen
  2. Click on Add
  3. Select Service or Item layout (Small plan does not have Items)
  4. Enter all of the details of the invoice and Save.

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Set up an item

  1. Click on Items > Items at the top of your screen
  2. Click on Add
  3. Enter all of the details of the Item - Select Inventory (on balance sheet) if you keep stock. This cannot be changed later
  4. Save.

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Connect to your bank

  1. Click on Add > Bank Account to create a new bank account in your chart of accounts - fill in the fields and Save
  2. Click on View > Bank Account > Click on the name of the newly created bank account
  3. On the Edit Bank Account page click on the orange 'Enable Automatic Bank Feed' link
  4. On the Connect to my bank page select the bank that you would like to connect to
  5. Enter your online banking log in details and click on Connect
  6. The connection process may take a few minutes, when connected the available bank accounts will show in blue boxes, please click on the correct one to complete the connection
  7. Your transactions will start to download in 5mins, this could take up to 24hours to complete.

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Set up an employee

  1. Click on Add > Employee
  2. Fill in the fields to complete the Employees details
  3. Click on the Default tab on the top of the page and enter the default pay items for the employee
  4. Save.

Create a payroll entry

  1. Click on Add > Payroll
  2. Select the employee to enter the payroll entry for, enter the date, and period for the payroll entry
  3. Review/edit the payroll items
  4. Save. After saving you can click on Print/Email to create and email a PDF copy of the payslip for the employee.

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Enter opening balances for your chart of accounts

  1. Click on View > Accounts
  2. Click on Opening Balances at the top of the list
  3. Enter the date and the opening balances of your accounts as at the date you started using Saasu.

Enter opening balances for your items

  1. Click on Items > Items
  2. Click on Opening Balances at the top of the list
  3. Enter the date and the opening balances of your items as at the date you started using Saasu.

Enter opening balances (entitlements) for your payroll

  1. Set up your employees first
  2. Click on Add > Payroll and select the employee and enter the date that you started to use Saasu
  3. Delete all of the Pay items off the payroll entry using the trash can item (expect the entitlements)
  4. Untick the Auto-Calc tick box for the entitlements and enter the amount owing as at the date that you started using Saasu and Save
  5. This will set up the accrued (owing) entitlements for your employees in the system.

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Add a contact

  1. Click on Contacts at the top of your screen
  2. Click on Add
  3. Fill in all of the details and Save.

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