This month’s release will be updated at 2:00am Los Angeles (9:00pm Sydney) time today.
In this release:
Statement of Outstanding Invoices
One of our most requested features is the ability to produce a customer statement detailing all receivables to date. This is a manual statement (as distinct from Automated Statements) and is accessible from the Reports >> Statement menu.
The statement provides filters for contact, date, sale or purchase, outstanding or just overdue, and currency. Any partly-paid invoices are differentiated by the amounts shown in the Total and Owed columns. The ability to click-through on any line item is also provided which takes you to the underlying details for that transaction.
This Statement of Outstanding Invoices has an inbuilt template and theme which you can customise further as required.
Bank Account Exception Report
This new report provides information on anomalies in the setup of bank accounts or bank transactions, such as a tax code being allocated to a bank account.
Enhancements to Bank Feeds
Additional banks are now able to be connected. To check if yours is available simply type its name into the “Connect to Bank Account” field in Automate >> Bank Feeds.We’ve improved the reliability of bank feeds with an additional refresh of the feed after connecting, and the ability to update your credentials from the main bank feeds screen to initiate a refresh as required.
API Updates
You can now pass all invoice types that we support through the API (this varies by zone). This now makes the API consistent with the invoice types available on the invoice screen.
We’ve also updated the API documentation to reflect this and other changes to the API over the last few months. For more details see our API help note here.
Laying Groundwork
We’re continuing to work on our infrastructure, bringing additional performance improvements. We’re laying the groundwork for our new user interface, with a lot of development work focussed right now around the new screens that are coming to Saasu. We look forward to sharing these with you soon.
Hi Andreas,
We don’t supoprt multi-factor authentication (MFA) at present sorry. In relation to CommBizz though, other customers have been able to connect to their account by contacting CBA and organising for their CommBizz accounts to appear in NetBank online banking. Once connected in NetBank they were able to connect to Saasu Automated Bank Feeds.
Does Saasu support CBA CommBizz accounts where there is an extra security token to log in? If not, is this something that will be available in the near future?
Hi Jennifer
Thanks for the feedback – that’s been implemented actually. If you go to Settings >> Account Lists and uncheck “Payroll Accounts” it will remove those from account lists in transaction screens.
Tony
What would really help would be the ability to hide accounts I don’t use. As a US user, there are over 10 Employee fields that are irrelevant, but I have to scroll past them when looking for the expense category I need. Is this in the cards anytime soon? Thanks.
Hi Kevin
That’s correct it will print – you get the option to either email or print the statement.
Tony
Hi Dominic
Our feed provider is responsible for maintaining the list of banks (now in the 1000′s of banks worldwide) for which an automated bank feed is available. We ask you to try to connect to your bank account, and should you have any questions drop us a line at service (at) saasu (dot) com
Tony
Fantastic to hear about more banks in the bank feed. I see there’s now an ING DIRECT (Bank). Is this ING Direct Australia? As this would be supremely handy for me.
The statement of outstanding invoices, non automated, will it print for all outstanding statements on request. Some of my clients request print only invoices for certain of their clients
Looking forward to a fresh UI. Keeps the mind active and makes you feel like you have an updated version.