It’s easy to start using Saasu straight away using the setup steps below. These three steps are visible when you first signup to Saasu or by clicking the Quick Start button at the top right of your Dashboard screen.
1. Bank Accounts
Setup your bank accounts, loan and credit cards accounts and connect them to your online banking (if you wish). Also accessed via Add > Bank Accounts if you don’t want these connected to your bank.
2. Company Details
Add your Company Name, Address and Logo to your Sales and Purchase templates. Drag a logo image file from your desktop or a folder in your computer to the add logo area.
Contacts are your customers and suppliers in Saasu. Contacts can belong to a Company. Also add Contacts via Add > Contacts.
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. You can also import them from Sample Chart of Accounts for your industry or by importing them via View > Import or Export > Import Other Data section and clicking Accounts.
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.
Extra’s you may need to do
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.
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.
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.
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 so you can classify transactions, contacts and activities into jobs, projects, or divisions. Add tags from View > Tags.
Moving from another accounting system to Saasu?
If you are moving from another software system you may have imported data at steps 2, 3 and 6. If so it becomes important to check that your closing accounts for you old system match your new Saasu file. Some things worth doing are:
- Print a Trial Balance from your old accounting system and your new accounting system and tick them off against each other.
- Enter opening unpaid Sales and Purchase as at your changeover date. Then remove the opening Payables and Receivables balances from your opening balances (Saasu has captured these by you entering your unpaid Sales and Purchases.