After you have activated the user account and logged into the Dashboard, it is time to configure the connection to your Saasu company file in the Cloud. 

 

Open the Accounting Package Details page by following one of the below steps:

  • From the Dashboard, click on the View Details link in the Accounting Package tile.
  • Click on the Settings menu item, and select Accounting Package Details.

From here the Registration Form for connecting to your accounting package will be displayed.


Accounting Package Registration Form


Select SAASU from the Software Vendor drop down list.


Software Vendor Saasu



Before you continue configuring the Saasu connection in Billx you will need to retrieve the Web Services File Id & WSAccess Key in Saasu to allow 3rd Party Applications to safely connect to your Saasu company. It is best for you to check with Saasu documentation online for the latest instructions regarding Web Services. However, below is a brief outline of how to access the specific details you will need.


  1. Open a new browser window.
  2. Login to your Saasu file's Dashboard area.
  3. Click on the cog wheel (Settings).
  4. Under Your Files, click on Settings (for this file).
  5. Click on the Web services tab.
  6. Copy the File Id by highlighting the value with the mouse. Right click on the highlighted text and select Copy.
  7. Navigate back to the browser window with the Billx page open. In the File Id field, right click and select Paste. You should see the File Id in the Billx text box. If not, please retry copying from the Saasu page and pasting in the Billx page.
  8. Navigate back to the Saasu browser window. Highlight and copy the Web Services Access Key. Paste the key in the Saasu WSAcess Key field on the Billx page.
  9. Click on Connect. A pop up message will notify you that you have connected successfully. Click on OK. 
  10. Select the first month of your financial year in the Financial Year Settings.
  11. Select the starting date you want to export invoices from. All unpaid invoices from this date forward will be included in your initial synchronise and sent to your Customers.
  12. You have two options for synchronising data between Billx & Saasu: Manual & Auto (automatic).
    • If you select Manual synchronising then you will need to periodically initiate a synchronisation for your invoices to be exported to your customers and imported from your suppliers. 
    • If you select Auto, another field appears, Sync Interval. The Sync Interval determines how regularly Billx will synchronise. Select the interval that suits your business.
    Note: We recommend that you use the Auto Sync every 4 hours.
  13. The Invoice type field allows you to specify what records will be synchronised.
    • Tick the Receivables box if you wish to export your Sales Invoices to your Customers via Billx.
    • Tick the Payables box if you wish import your Purchase Invoices from your Suppliers via Billx.
    If both invoice types are unticked then you will be able to view incoming transactions via Billx but there will be no integration with your accounting package.
  14. Leave the Customer type field blank. Saasu does not use customer types to categorise transactions.
  15. Click on Save.


You are now ready for your first Sync.