From the Signed Off tab in invitbox, press the Export to Saasu button. Any bills that are in your Signed Off tab will be exported to Saasu. If you do not want a bill to be exported, you should return it to the previous tab (More > Return to Approved) before exporting bills in your Signed Off tab to Saasu.
Notes and Tips
(a) After each export to Saasu invitbox will automatically check for and import any new Contact (suppliers) you may have created in Saasu but does not exist in invitbox.
Saasu allows for 2 types of import that we will call:
Item - bills that contain an item that already exists in Saasu’s Inventory Items, and
Service - bills that do not.
For the moment, invitbox exports all bills to Saasu as Service bills.
This means that even if invitbox extracts product codes, quantities and unit prices, it will only send to Saasu the total value of the row, and the description of the item.
(b) Because you have already used the invitbox approvals workflow prior to exporting to Saasu, invitbox will automatically import your bills into the Saasu "Purchases > Unpaid" section.
(c) No purchase order number information will be sent to Saasu as part of the invitbox export.
(d) Saasu allows for duplicate bills to be received from the same supplier so please be careful not to approve and export a bill multiple times. Invitbox flags duplicates to you using this red icon.
If you see this icon in invitbox you should click on it to determine which one needs to be deleted.