Information Density


Saasu is used on lots of different devices and screen sizes so we have been updating Saasu to dynamically adjust based on the browser size for your device or computer. So what does this mean:

  1. The width of the screen for some reports and lists will now increase as the available screen real estate increases.
  2. There will be less wrapping of text – you can have more lines per page in lists and reports.
  3. The grey background is gone – recycling some wasted screen real estate.
  4. Everything is to the left – freeing up space for future dashboard, reports and invoice screen flexibility.
  5. Removing duplicate navigation – links that point to the same things our menu already provides.
  6. Removal of both the Saasu and file logo from page footers – later the ability to print/display your file logo at the top of reports will be added.
  7. Footer now displays transactions used in your file (in last 365 days) – know your Saasu plan usage.
  8. Interface modernising – cleaner tab styles, less dark areas and simpler screen layouts.

We’re cleaning up and stripping out as much as possible so you can focus on getting work done in the cleanest, fastest interfaces possible. Distilling down to the essential. There will be more changes but we are rolling these out slowly to reduce the impact of interface change for our customers.

Expect the release on the 4th November 2015

7 predictions about online accounting software


A year ago I went to couple of events for panel conversations and I was asked to consider some questions about the future of the accounting. I just found some of my notes and thought I’d briefly share them before they hit the shredder. Much of these have started forming up over the last year and I have some more recent thoughts for a follow up post.

  1. Banking systems to converge with accounting systems. Banks should pivot and become software companies that happen to sell financial products and services. It’s a common blindspot in banking. The reality of size, incumbency and culture is that this is hard to do, so software companies have a window to reinvent themselves into tech based financial service providers.
  2. Business systems will start to evolve replacing accounting, banking and customer systems. Business owners want their accounting software to shift into the sales and marketing problem space. They want this system to do banking, payments, sales, marketing and accounting. It’s the one system dream app they can’t find.
  3. Artificially intelligent systems will prompt and perform tasks. Trigger notices in-app, on-email or by SMS will highlight KPI’s and associated actionable insights.
  4. Government regulatory and reporting environment for small business will continue its unabated increase in complexity. Likewise the tax burden on small business owners to hold way above the 50 cents in the dollar point. Enjoying your tax and debt slavery? Oversized government inside a Corporatocracy is the cause of it.
  5. Search-navigation to replace menu systems in web applications. Saasu Jump is a good example of this trend toward Menu-less applications. You type what you want to find or where to want to go or what you want to do into one clean field.
  6. Payments and Point of Sale built into online accounting systems. This situation only exists because the industry of online accounting is still in it’s infancy.
  7. Slow and expensive relational databases to be replaced by newer No-SQL and proprietary array/file storage. Saasu started on this journey 2 years ago. What’s currently thought to be new in this market is already becoming old. Google stores 20+ exabytes (20,000,000,000,000,000,000 bytes) of data of which most isn’t relational database friendly.

Whatever happens it will be a fun ride.

Photo by Samuel Zeller

Header Accounts added to Saasu

Header accounts have arrived! The first version allows you to create groups of like accounts in your chart of accounts and sum them in your P&L Summary Report.


This capability also allows advisors and business owners to set account hierarchy and naming inline with regulatory or statutory accounts compliance needs. Some examples are:

Assets > Bank, Current Assets, Non-current Assets, Fixed Asset, Inventory.
Liability > Current Liability, Non-current Liability, Directors Loans.
Expenses > Depreciation, Direct Costs, Travel, Communications, Fixed Costs.

Release features:

  • Header (parent/hierarchy) accounts for Summary Profit and Loss.
  • Import/Export header accounts and detail accounts.
  • Assign existing accounts to a header account.
  • API supported for Get, Post, Update, Delete or Listing
  • Don’t need header accounts? Don’t worry, your reports will be the same.

Thanks for your business!

Zapier Beta – Connect stacks of Apps to Saasu

Zapier Logo

Zapier allows you to connect different apps to Saasu with what they call Zaps. Quite simply a Zap updates or creates data between two applications. Anyone can create Zaps. You don’t need to be a programmer but you do need to understand the fields and data in the two systems you want to connect.

Saasu has completed the Beta version of Zapier support so that Saasu and others can build Zaps on their platform. To get things going we have done some ourselves ready for Beta testing:

To try a Zap in our Beta version

  1. signup at
  2. review the apps you’d like to test connected to Saasu.
  3. email your picks (up to 20)

We’ll collate the votes and provide at least 8 Zaps for customers to test with a link to easy steps to get started. It takes just a few minutes. For testing Saasu can provide a free temporary test file. Just let us know in your email if you want one.

Cheers and thanks for your business!

API Update – Items and Jump Search

New API endpoints are available for Saasu Developers.

PUT, POST and DELETE inventory Items. Previously we allowed GET but we have now completed the remaining requests.

Search Saasu Jump via our API. Jump is Saasu’s Global Search and Navigation tool for Transactions, Contacts and Inventory Items that have been indexed by the search platform.

search api code snippet

See Saasu’s self documenting API Docs for all the juicy details.

Got an app you want to connect to Saasu? Join our Saasu Developer Partner program for free.

Want to get paid faster? Add online payments to your invoices

Untitled design (1)

We have some exciting news for you! Your customers can now pay you online, straight from within your Saasu invoices with Braintree, eWay and Stripe.

We’ve worked with these three major online payment gateway providers to help you avoid the common headaches that come with chasing and receiving payments, and managing your cashflow. This means you can now get paid faster, with no fuss, automatically from your Saasu invoices.

This smooth integration is now available behind the scenes in Saasu. We’re in soft launch mode, starting with an exclusive release to selected customers to help us make the very final touches before we launch to all Saasu users soon.

Why online payments

  • It’s a huge time saver. Your customers can pay you quickly, get a receipt automatically, and the payment gets instantly reconciled in Saasu
  • The more payment options you display on your invoices, the higher the chances your customers will pay you on time
  • You can collect payments on the go and charge on the spot
  • Online invoicing is easy and straight forward. You and your customers will love it

How it works

It’s very simple, sleek and fast. All you have to do is add your preferred payment gateway in your Saasu file settings, enable online invoicing on your templates, and you can start getting paid online. Here’s a sneak peak…



Want it now?

If you’re already running Braintree, eWay or Stripe, you can be part of the exclusive group of Saasu customers to access this integration first. We will be using your feedback over the next couple of weeks to prepare for the big launch. If this is you, email us at  to register your interest and we will send you the details.

This integration is part of an exciting series of releases designed to take Saasu to the next level and give you extra tools to make running your business easier, so you’re free to focus on what matters.

What do you think of this integration and how will it help your business? We’d love to hear from you. And if you feel it could help another user, feel free to share this post.

Direct bank feeds in Saasu

Westpac ANZ and St George logos

Bank feeds are an excellent time saving feature. Less time doing the books, more time working on your business.

Today we have good news for our Australian customers. Saasu has partnered with ANZ, Westpac, St. George, Bank of Melbourne and Bank of South Australia to provide direct bank feeds to our joint customers. Traditionally we have only offered transaction data feeds via third party data providers like Yodlee.

Applications are now open for ANZ, Westpac and St George. We are in a soft launch phase rolling out direct bank feeds over the next few weeks to allow for the volume of requests we will get. We will connect you as quickly as we can.

Your old feeds via Yodlee (our third party data feed provider) will continue to work. In the future we will be phasing out those feeds as we build more direct bank feeds.

Why direct feeds

Having direct bank feeds in Saasu is a step towards a better experience. You won’t have to use your online banking credentials and you won’t have to worry about service disruptions caused by online banking website changes. Yodlee is still a great service support for many account types that the banks themselves don’t offer direct feeds for. It also allows Saasu to cover some smaller banks.

How much will this cost?

It’s a free addition to your plan as long as the data we collect for you is within fair play limits. Saasu pays bank fees to your bank to access your data. Thus Saasu is absorbing nearly all of the fees ourselves. If, however, the volume of data exceeds our fair play limits for your file or the fees your specific bank charges Saasu are significant, we may prompt you to upgrade your Saasu plan. We will communicate with you in advance if this is likely.

Over time, we will be working with key banking institutions in the main regions we support, to bring more direct feeds to Saasu. We’ve done a lot of technical work to make it easier to connect direct bank feeds to Saasu, so keep an eye out for future connections.


Australian payroll update for FY 2016

It’s that time of the year again. End of financial year is almost here for Australian businesses and at Saasu we are updating everything behind the scenes to keep it simple for you. Below are the Saasu compliance changes as of 1 July 2015 which have gone live.

  • PAYG changes to support the next financial year. From 1 July 2015 any payrolls entered with the payroll date of 1 July 2015 onwards will use the new tax tables.
  • EMPDUPE file format changes to update to the latest specification. This is the file containing Payment Summary information you submit electronically to the ATO.
  • Superannuation changes to support the rates for next financial year. IMPORTANTLY, if you are using custom Pay Items for Superannuation you will need to update those rates yourselves as Saasu only updates the standard built in Pay Items.

CEO Insights: Know Your Business Valuation

Today, we have a brand new episode of our CEO Insights series to share with you: Know Your Business Valuation.

Business valuations play a vital part in selling and buying a business. While it is tricky to work out what your business is worth, it can be the bridge between success and failure.

Watch this video, where Marc Lehmann, CEO of Saasu, discusses the how-tos of accurate business valuations.

Marc shares the common pitfalls of business valuations, mistakes to avoid and different ways to create a business valuation that will have you win.

As a bonus, here’s Marc’s full slide deck (feel free to share with your team). As always, you will get actionable insights that you can apply directly to your business. You will learn a ton! Watch now.

Episode Timeline:
00:02 – Avoiding Sharks
05:45 – Setting Capital Raisings
06:21 – Strategic Planning: Understanding Metrics Driving the Valuation of Your Business
08:38 – Exit Planning: Valuations Give You Confidence
09:06 – It’s What the Buyer Paid for It: the RetailMeNot Case Study
11:19 – How Markets Value
13:16 – Multiples: EBITDA & ARR
14:40 – Discounted Cashflows
15:55 – Net Assets Method
17:12 – Benchmarking Valuations
20:31 – Startups
20:57 – Multi-Business Model Valuations
22:33 – Classical Measures
23:24 – Classical Valuation Stories
24:15 – The Seller Is Always Exiting. Why?
24:26 – Capital Yield vs Dividend Yield
26:26 – Probability of Recapitalisation
27:49 – Can I Judge My Business Value Based on an IPO?
30:08 – Markets

After watching this #CEOInsights episode, join the discussion and tell us what you think. Marc will be answering all your feedback personally, so leave a comment below.

And if you think this video was valuable, help us spread the word and share it with your friends.

Add PayWay Credit Card Payments to your Saasu Invoices

Getting paid fast is very important for any business to thrive.

One of the best ways to ensure you get paid faster is by offering online payment options in your invoices. This will help you collect and manage customers’ payments easily.

While you can already do this in Saasu using PayPal and Pin Payments, there’s a new option available to you: Westpac’s PayWay integration with a simple ‘Pay Now’ button. All thanks to our awesome Partner XHTMLized, the team behind

So if you’re a PayWay user, or you’re thinking about signing up, read on…

How it works

The integration is very simple. First, you need to enable the Westpac PayWay Net payment solution in your PayWay account. From there, you’ll need to retrieve your PayWay Biller Code, which identifies your business entity and ensures the money is transferred to your account. From there, you will copy and paste the information we’ll provide below into your Saasu invoice template and you’ll be ready to go.

Here’s how to set it up step-by-step:

  • Login to Saasu > Go to View > Select Templates to get a list of your invoice templates


Now choose the template you’d like to use.

After selecting your template, enable HTML. Then follow these steps:

  • Add <br> to the Sender Details area
  • Copy/Paste the HTML provided below the next screenshot into ‘Payment, notes and other information’
  • Upload graphic for Pay Now button (also provided below) and save it on your drive before uploading it
  • Save the template


HTML code to use in ‘Payments, notes and other information’:

<h2>Pay balance by CreditCard</h2>
<a href=”{InvoiceNumber}&payment_reference_maximum_length=20&payment_amount={BalanceDue}&receipt_address={BillingContact.Email}”>
<img alt=”” src=”{Image.Url}payway.png” /></a>

Pay Now button to use in your invoice:


When you click to email your invoice from the Sales screen, you’ll want to edit it to contain the active link that allows your customers to click and pay by credit card directly from the email itself. We’ve used “Pay Now” wording in the screenshot below instead of the image button as the Saasu email messaging system doesn’t support images.


Here’s a preview of what your PDF invoice will look like.


And this is what the PayWay screen looks like with pre-filled information from your Saasu invoice.


Now you’re ready to start collecting payments via Westpac’s PayWay, straight from within your Saasu invoices.

We’d like to leave a big thank you to the team at XHTMLized for working on the integration and the instructions for it. Thank you also to our customer Peter Herring, from Erkodent Australia, who helped with testing. We appreciate your efforts.

Saasu Themes is a service by XHTMLized which enables businesses who use Saasu to bring beautiful design to their accounting documents. So if you’re looking for a beautiful, affordable theme for your Saasu invoices, head over to and choose your favourite.