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Getting Started



Where do I start?



Add my companies details

  • Click on the CogWheel icon in the top right > Settings
  • Click on File Identity
  • Save.

Add my logo/payment information to invoices

  • Click on View > Templates > Click on the name of your Sale Default template
  • Next to the logo field click on Upload and follow the prompts and Save
  • Enter how you would like your customers to pay you in the Payment, notes and other information field and Save
  • 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

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

Create your first purchase (expense)

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

Want to know more?

Set up an item

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

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Connect to your bank

  • Click on Add > Bank Account to create a new bank account in your chart of accounts - fill in the fields and Save
  • Click on View > Bank Account > Click on the name of the newly created bank account
  • On the Edit Bank Account page click on the orange 'Enable Automatic Bank Feed' link
  • On the Connect to my bank page select the bank that you would like to connect to
  • Enter your online banking log in details and click on Connect
  • 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
  • Your transactions will start to download in 5mins, this could take up to 24hours to complete.

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Set up an employee

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

Create a payroll entry

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

Want to know more?

Enter opening balances for your chart of accounts

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

Enter opening balances for your items

  • Click on Items > Items
  • Click on Opening Balances at the top of the list
  • 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

  • Set up your employees first
  • Click on Add > Payroll and select the employee and enter the date that you started to use Saasu
  • Delete all of the Pay items off the payroll entry using the trash can item (expect the entitlements)
  • 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
  • This will set up the acrrued (owing) entitlements for your employees in the system.

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Add a contact

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

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