Saasu Certification Assessment

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Certification questions for qualification as a Saasu Certified Partner
This should take about 25 minutes to complete the 25 multiple choice questions if you are familiar with Saasu.

Your Details

Full Name *

Email Address *

Questions

1. When setting up a user role, what are the levels of access you can set for each function in the system? *

Denied, Read, Full

Denied, Read, Approve, Full

2. Are your changes automatically saved when you navigate away from a screen? *

Yes, you don't need to save your changes.

No, ensure you save your changes before navigating away from a page.

3. What do you need to do in order to email an invoice to a contact? *

Specify the contact's email address in their record.

Set the invoice settings to email automatically.

4. How does Saasu name Accounts in the Chart of Accounts? *

Plain English naming

Ledger Code naming

5. Where do you invite a new user to a file in your subscription? *

Go to Settings (COG Icon) > Manage Subscription > Click "Invite User" link below Files Listing

Go to Settings (COG Icon) > Invite User

Both options above

6. Can you control what you see on the Dashboard? *

Yes, by selecting the Customise button

No, only Saasu can control this.

Yes by selecting the View menu

7. Which method creates tags? *

Set up tags as you go by adding them to transactions

Import tags from via a CSV/XLS spreadsheet file.

8. Where is your cashflow "forecast" (not history)? *

Go to Reports > Forecaster

In one of the Dashboard widgets.

9. What happens if you delete an account code that has transactions coded against it? *

You will be prompted to reassign the transactions to another account code.

The transactions will be lost.

You will have to resassign each transaction manually.

10. Where would you change a customer's ABN number? *

Customer Contact record

Customer Company record

11. What do you do if you can't see one of the standard tax office tax codes when adding a transaction? *

View all tax codes via Settings > Tax Codes and turn the required code from inactive to active

Contact Saasu and have them add the required tax code

Create a custom tax code via Settings > Tax Codes

12. What is the quickest way to find an invoice for a particular customer? *

Search for customer in the Contacts area and click on Sales

Go to Sales page and change details to filter for a particular customer

Type the customer's name into the Jump search box

13. Can you change a Purchase Tax Invoice back to a Purchase Order? *

Depending on your settings

Yes

14. Saasu can automatically apply customer or supplier discounts to invoices? *

Yes

15. Saasu updates existing records in Saasu when you import Inventory or Contact CSV files? *

Yes if conditions are met it will update some records. New records are added also.

It always creates new records so you only import new data.

16. Does Saasu keep a copy of outgoing emails of Sales and Purchase? *

Add an email address to BCC a copy to your own email account so you have a record.

Tick (and save) the option "Keep copy of outbound emails" in Settings (COG) > Settings (for this file).

17. Can you add a merge field that can calculate in Saasu? *

Yes, such as merge field that calculate dates and balance due.

No, Saasu only supports simple merge fields.

18. Does Saasu Inventory Items support these things? *

Perpetual Inventory on a FIFO (First in First Out) basis.

Perpetual Inventory on a LIFO (Last in First Out) basis.

Both of the above as long as you set the one required in Settings (COG) > Settings (For this File) > Inventory

19. Can you convert an item that is inventoried to non-inventoried, once there is a transaction against it? *

Yes

20. How do you best include a supplier's item code on a printed invoice/order? *

You can't as Saasu only displays your Item code on a purchase order.

By customising your purchase order theme to include the Supplier Item code merge field

21. Where can you best see your stock pricelist and availability? *

Items > Items

Items > Price List

22. Where do you see how much sick leave an employee has available? *

Go to Reports > Payroll Summary

Go to View > Employees > Open the Employee and it's in the Entitlement tab.

Go to Reports > Payroll > Leave Balances

23. Are Inventory and Items the same thing in Saasu?

Yes

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24. Does Saasu have an online credit card payment feature supporting various payment gateways?

Yes

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