Since August 2007
Time sheets
Time sheets for medium and large companies that want to track people’s time and have security in place so that time sheets may be the only function they can access. It works for sole traders right up to larger companies with hundreds or thousands of employees. There is also a feature that enables the person’s pay roll to be linked to that time sheet.
Custom Dashboard Management
Freedom to configure your desktop content and layout to suit your needs. Selectable content includes: P&L, Who I Owe, Who Owes Me, Saasu News
PDF Previews
Ability to preview your PDF Invoice template, ability to preview Invoice before sending via email.
Categorised Summary Report Updated
Categorised Summary now shows each transaction’s type to assist in checking reports and detecting errors. There is now an option to hide Bank Accounts in the Categorised Summary report to reduce the size of the report - less to print, and less time to create the report.
Business Activity Detail Report Update
BAS Detail now displays Accounts. Ability to display either ‘Summary of Transaction’ or ‘Contact’ information.
Manage Subscription
As the file owner, you can now go to the Subscription page and change the name of your file to one that better suits your needs.
Manage Access
As the file owner, you can now go to the Subscription page to add/remove access to your file/s.
Payroll
Generic payroll configured primarily for Australia (for now). Advanced Payroll Payruns. Payrun Bank Files. Searchable Contacts List. Employee next pay preparation. Payroll auto-calc toggle.
Plain Paper PDF for pre-printed letterhead
Use the “No Logo” option in an invoice to create a PDF without a header, footer or logo. Useful for printing to letterheads.
Since July 2007
International Started & Misc Others
First version of Saasu for international is available now covering tax rates for GST/VAT/sales tax for 50 countries. Apply a default Folder to each employee in the Employee edit screen. Contact ID field is now available in the Employee edit screen. Bank Importing now supports Bankwest CSV files. For AU only - ABN has moved from the person contact level up to the organisation level.
Bulk Payroll
Pay Groups has been added in preparation for the ability to process a Pay Run automatically rather than individually adding payroll transactions. Create a Pay Group and attach employees to the group. Edit Employees Next Pay from the Employee list screen. This feature will be used by the Pay Group function when the ability to process a Pay Run is added in early August. Employee setup screen allows you to add an employee to a Pay Group. Pay Item can now pull timesheet information for an employee if required.
Since May 2007
Contact Extensions
Other Address and Home Phone have been added by popular demand. Contacts now belong to companies. This feature allows multiple contacts to be connected to a single company. Import/export of Contact information now includes Contact ID, Cheque details and Direct deposit details. We have expanded the Import and Export feature for contacts to include new and other existing data types including Contact ID, Bank Account information and Direct Deposit Information.
Tax Table Updates
Australian Tax Table Update for 2007-2008 Financial Year Tax Cuts. The Australian federal treasurer announced tax cuts which will result in tax changes from 1 July 2007. We have implemented the new tax tables and they affect transactions Dated from 1 July 2007 onwards.
Salesforce.com CRM Connector
Beta. Have your Salesforce contacts and organisation information connected to Saasu.
Since December 2006
Payroll Tax Calculation Improvements
Tax calculations are completed for AU payroll and most components work in many countries. Employee Deductions Tracking - Tracking of extra superannuation, charity payments and other payroll components through the ability to add your own custom “pay items” to payroll transactions and accordingly payslips. Contract/Award/Registered Agreement Tracking - Create contracts/awards and registered agreements to attach to employees. Employee Classifications can also be created. Both will display in payslips (e.g. As per AU WorkChoice reform requirements). Taxable & Non-taxable Pay Items - Pay Items can be toggled between Taxable and Not Taxable. Entitlements Tracking - Accrual of annual, personal and other leave related employee entitlements.
Where you had Union Fees or Salary Sacrifice entered in a payroll transaction in our previous release, this amount has been added to the Base Salary (or Base Pay Hourly) amount in the new release and removed at the new Non-taxable Deductions area of the payroll transaction. This is because now the workflow is to enter the Base Salary (or Base Pay Hourly) amount first in the screen and then deduct these Non-taxable Deductions amounts from them further down the screen. Under the old system you used to enter “Base Pay” without these amounts. Net it is the same it is just the work flow order that is changing.
Basic Timesheets
Track time for employees using timesheets. Run list reports by employee for various periods.
Since July 2006
Bulk print invoices
Select invoices for a date range, from a picklist, by type e.g. unpaid and then print them all at once from a PDF file.
Access levels with User Roles
Control what each individual user has access to in your file.
Transaction Date Range Locking For Owners & Accountants
Lock certain date range so that no transactions dated within that period cannot be added, edited and deleted. Choose stop or warn and specify dates).
Inventory Extensions
If you have an inventory item that was originally ‘I buy this item’ and ‘I sell this item’ and you later changed it to also include the setting ‘I Inventory this item’ then the stock on hand may not calculate correctly. This is because in inventory “Trading/STS” mode Saasu doesn’t track stock on hand but it does in “Inventory” mode where stock is initially booked to an Asset account before being sold. This use case will be handled in our next release. If you are looking to correct this now it would require re-entering the transactions which used the inventory item before it became of the type ‘I inventory this item’.
PDF Emailing
We highly recommend you BCC (Blind Carbon Copy) yourself to keep a record of the e-mail sent. Also, actively invite your customers and suppliers to add Saasu to their Friends list or Contacts/Address list in their email client. Then correspondence you send them isn’t likely to be sent to their junk or spam box. We note these reasons can be the cause of emails not getting through. a) If you send an invoice to a hotmail email address and the recipient hasn’t got your “send” email address in their hotmail address book then the invoice could go to the junk email box. b) Sender or receiver ISP thinks the email is spam/junk and blocks or marks it as spam/junk e-mail c) Receivers virus software or in-built email client spam filters marks the incoming invoice as junk e-mail.
Since June 2006
Attachment Source Documents To Transactions
Attach documents to invoices. Stored scans, pdfs and other documents online by attaching them to your sales or purchases. Storage limit per file. Maximum document size per upload.
Since March 2006
Automated Recurring Transactions and Misc.
Recurring Invoice. Automatically create and send PDF invoice or purchase order to a contact or contact group. Setup contact group to be used for bulk recurring invoices. Multiple email templates for sale, purchase, payslip, and contact statement. Your existing email template has become default sale template. Email fields in email PDF document screens now accept multiple email addresses. Use semicolon (”;”) to separate each email address. Additional fields in employee edit screen to track employee retirement/superannuation fund manager details.
Since January 2006
Web Services Connector (API - Application Programming Interface)
The web services provide you the ability to integrate your other applications with your online accounting files. Core features include Create, read, update, delete (CRUD) operations for contact, invoices, etc.; Email PDF invoices via API; Bulk processing capabilities. E.g. you can post up to 1000 invoices and have them emailed to your contacts in a single request.
Tax Extended
The ability to select tax code when creating item invoices. The tax code specified in the inventory item edit screen simply acts as default tax code that can be changed when you create an invoice. Tax code auto complete control for selecting tax code in sale and purchase edit screens. By default, it searches by the tax code name/description as you type. for Australian users - new Simplified Tax System (STS) Support - Cash version of Profit & Loss Summary Report and Detail Report.
Since September 2005
New export formats
Export Accounts to spreadsheet CSV also Export Inventory Items to spreadsheet CSV.
Since August 2005
Importing from MYOB and CSV
Import Contacts from MYOB and CSV. Import Chart of Accounts from MYOB and CSV. Import Inventory Items from MYOB and CSV.
Since June 2005
Inventory
Ability to setup Inventory Items. Ability to setup and build Combo Items or Kits. Inventory Opening Balances to enter your Inventory and Combo Items opening balances. Inventory Adjustment to adjust the Inventory Item quantity, unit cost, and current value. E.g. handle shrinkage, etc. Inventory Transfer to record transfer of quantity and value of an Inventory Item to another. E.g. Building of Combo Items. Inventory-related reports, such as Inventory Level Check Report, Stock Alert Report and Inventory Item History Report. New auto-complete control for selecting Inventory Items to speed up your data entry.
Quotes & Orders
Quotations and Orders. Create quotes and orders, and converts them to Invoice with just a few clicks. Sale and Purchase Auto-Numbering. Categorise Imported Transactions As Sale and Purchase Payments. Choose between service and item layout in invoices.
Invite Users
Manage your own membership: invite other users to your file, manage their access privileges, and add new files to your membership instantly.
More Improvements
Improved Purchase & Sale screens combining the old Simple Transaction and Invoice screens. Support for Bendigo Bank in Bank Statement Importing/Reconciling. Categorise Imported Transactions As Sale and Purchase Payments. Manage your own membership (accessible from “My Membership” section of the main menu). Invite other users such as your accountant to your file. Manage your users’ access privileges. Add new Files to your membership instantly.
Since June 2004
Report Improvements
Multi-Month P&L report now includes a row total and a running total tracking the cumulative profit or loss for each month.
Since May 2004
Contact Export Enhancements
Since May 2004
Contact Export Enhancements
Contact export feature now supports exporting to MYOB, Quicken/Quickbooks, Outlook/Outlook Express, Mac OS X Address Book and Palm.
Report & Transaction improvements
Trial Balance report now supports reporting for the financial year and is much faster than the previous version. Updated General Journal entry screen now allows unlimited line items. Updated General Journal list screen now shows all of the line items (incl. tax line items) for the entry in the list view plus it allows for deleting multiple transactions at once plus it allows for quick duplication of transactions directly from the list.
Since Jan 2004
New Reports, Exports, Lists & In-line Editing. Misc.
Aged Receivables and Aged Payables reports. Export contact list to spreadsheet (CSV). Improved contact list filtering. Adding contact from transaction edit screens now allows for saving of more information. Full support for organisations who are not registered for AU GST. New preference to limit the display of payroll related inbuilt accounts in Accounts drop-down lists. Contact notes can now be up to 4000 characters in length (previously limited to 256 characters). New preference to stop the display of contact list until filter options have been set (useful if you have a very large contact list). St George Mastercard CSV export is now supported in importing.
Since July 2003
Payroll Extensions
For Australian clients, PAYG Payment Summaries for Employees. Print plain paper PAYG Payment Summaries for your employees when reporting to the ATO electronically or use the report to fill out the 4 Part ATO forms. Over 20 new payroll categories including Allowances, Reimbursements, Lump Sum Payments, Bonuses, Commissions, Holiday Pay. Enhanced Payslips (Print/Email PDF) Print or email employee payslips with all the new payroll categories (mentioned above).
Since May 2003
Import Bank Statements
Save time on data entry by importing QIF files from your Internet Banking service. Supporting: Westpac, National, ANZ, Commonwealth, St George and HSBC banks.
Contact Statements (Print/Email PDF)
Customer and supplier transaction statements.
Payslips (Print/Email PDF)
Print or email employee payslips. Foldable print format for fitting into DL envelopes.
Opening Balance Entry Screen
Easily capture opening balances using a specific opening balance screen. Includes an easy step-by-step guide to help fill out the new screen.
Export General Ledger to CSV
You can now keep a copy of your General Ledger as a CSV file on your hard drive.
Contact Categories
Contacts can now be categorised by customisable Industry or Status fields (moved to tags in April 2008). Filter your contacts list by Contact Categories.
Organisation details
Save your company / personal legal entity details for your file so it to be used in various PDFs and reports.
BAS summary
The BAS Summary report for Australian clients now calculates all ‘Income’ and ‘Other Income’ transactions to give you a T1 amount for the BAS. Note that if there are any types of Income you don’t need to report then you will need to subtract these manually. Check with your accountant.
