Saasu tips for people who aren’t techies


Here at Saasu, we spend our time talking with small business owners and operators every day and we learn a lot about what makes them tick.

One thing I've noticed is that there are a huge number of business owners out there who've created thriving small businesses by being the proverbial ‘people person’. I really enjoy speaking to these people and almost always the first thing they tell me is “I’m not a techie but I want to use Saasu.”

Everyone of these business owners can see the clear advantages of using a cloud accounting system, but the reality is it can be a big leap if you don't consider yourself to be a technology-savvy person.

So here are a few general tips that I give to those who have difficulty working with online accounting (or any new tech tool).

Go sightseeing

When I go travelling I always try to fit in as much sightseeing as I can to learn about the new place. I do the same when I try out a new computer program.

When I first start I click on everything, except the Save or Delete buttons. I spend a bit of time just moving around the program and finding out how to get to each page.

When you first use Saasu it can be daunting but it's designed to make the extremely complex task of accounting easier to do.

Click on Sales at the top and then click on the Add button and you can see that the next page asks you for everything you need to create a new invoice. Remember, while you're sightseeing, just don't click on Save. Try this on a few pages and you will soon get the hang of it.

Clearing your cookies and cache

This is something that can help a lot. When you're using your internet browser (Google Chrome, Internet Explorer, Safari or FireFox etc.) the browser will save a little bit from each page you visit in your cookie and cache data.

This is harmless but if you don’t maintain your computer it can make the internet browser run very slowly. Pages can load slowly or have errors and this can affect your use of Saasu.

I highly recommend you clear your cookie and cache data regularly. The method you use depends on which internet browser you're using so either do a Google search for how to clear cookie and cache data in your specific browser or get someone in the office to do it for you.

Note down the steps you took

If you're unsure of something you're doing, I recommend that you take a quick note of the steps you're taking. This way, if you make a mistake, you can simply do the steps again in reverse order.

Did you create a Purchase invoice, add a Payment to it and then create a Sales invoice with the same inventory? To reverse it, simply delete the Sales invoice, delete the Payment and then delete the Purchase invoice.

The help Centre is your friend!

It sounds ridiculous, but it actually is. It's where I go to learn about the obscure parts of Saasu that I haven’t quite memorised yet. The help page does have a huge amount of material that covers an equally huge number of business cases. I highly recommend you use the search box in the top right hand to search for what you need.

Remember why you use Saasu and ask if you have an issue

We work to design a system that makes managing your finances easier so you can do what you do best.

If you find yourself hammering away and getting an error or if you just don’t know how to do a specific entry in Saasu, check the help notes.

If you can’t find it there, simply click on the CogWheel icon in the top right of your Saasu file and click on Contact Us. Let us know as much detail as you can about your issue and we'll be happy to help you.

Even if you don't consider yourself a techie person, a little confidence and a little curiosity can take you a long way with Saasu and any new software or app you try.