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Saasu Online Accounting integration

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    Agent 103

    Updated April 16, 2014

    Integration with third-party systems like Saasu is available for subscribers on a paid plan. This service allows you to post payroll transactions into Saasu for bookkeeping purposes.

    If you are not familiar with charts of accounts or general ledger codes, please see http://help.paymentevolution.com/entries/23227686

    To get started,  login to your Payroll account and go to settings-icon-gear.PNG  -> ADD-ONS. 

    Settings-Addons-menu.png  

    Enable integration with Saasu (under the Accounting tab)

    ADDONS-Saasu.jpg

     

    You'll be prompted to enter your Saasu "file ID" and "web services access key". If you do not have these handy, log into your Saasu account and click the SETTINGS menu item under the gear icon

    SAASU-1.jpg

     

    Now select the WEB SERVICES link

    SASSU-2.jpg

    You'll see your Saasu "file ID" and "web services access key" listed. If you do not have a key listed, click the generate/re-generate link (or reset).

    SAASU-3.jpg

    Remember to enter these details into your Payroll account - under the ADD-ONS section for Saasu.

    ADDONS-Saasu-1.jpg

    Once you've enabled Saasu - you should synchronize your chart of accounts (general ledger codes) so transactions from Payroll can be automatically categorized in Saasu. Go to the SETTINGS area and select PAYROLL OPTIONS. From here, you can see the GL tab where you can click the IMPORT FROM OTHER SERVICE button. Follow the onscreen prompts to import your Saasu chart of accounts and begin mapping them to Payroll. Once complete click SAVE.

    Now the next time you run a payroll and close your payroll reporting period you'll be prompted to export the data to Saasu. Once the export is complete you'll see:

    Saasu_-_export_complete.png

    Exports from Payroll are posted as journal entries in Saasu (there is no need to use the Saasu "payroll" section - this module from Saasu does not have specific Canadian payroll calculations). You can validate the journal entry by selecting the JOURNALS section in Saasu:

    SAASU-4.jpg

    Your most recent export from Payroll will now be listed:

    SAASU-5.jpg

    Please note that we export the entries as a "zero-balance" entry - if the chart accounts for this entry needs to be modified, you can use the "edit" button to modify the journal entry.

    That's it - you've setup and exported data to Saasu.

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    Gregory Sokoloff

    As of Oct 17th, Saasu does not seem to be listed under Add-ons. Is there some trick I'm missing here?

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    Agent 103

    Sorry this wasn't made clear here first - Saasu integration will be available Nov 1, 2012. If you are interested in a preview before then, please send a note to our support team. 

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