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General Configuration

Initial setup: If this is your first time, you will need to save the configuration before the Initial Setup Wizard is completed.

  • Enable RIO Finance – You can disable RIO Finance if you want to stop users from syncing records.
    • Note this option does not appear until you have completed the Initial Setup.
  • Default Automatically Sync Invoice – This will set any new Opportunities that are created to automatically sync when they reach the specified Opportunity Probability.
    • This can be manually changed for each Opportunity.
    • If you don’t want to use this feature, you can still sync Invoices manually through the Sync Opportunity button on the Opportunity.
  • Default Transaction Type – New Opportunities will automatically be created to have this Transaction Type.
    • This can be manually changed for each Opportunity.
  • Default Invoice Tax Inclusive – Are your Opportunity Products’ prices Tax Inclusive? New Opportunities will automatically be created with this setting.
    • This can be manually changed for each Opportunity.
  • Default Tax Code – Any product without a set Tax Code will default to this.
  • Default Email Invoice To Contact – New Opportunities will automatically be set to Email the Contact when synced.
    • This can be manually changed for each Opportunity.
  • Use Salesforce Conversion Rate – You can choose to use Salesforce’s conversion rate when saving Invoice amounts to Saasu.
    • This is only visible if you are using a multi-currency org.
  • Email Body Template – Enter the text you want as the body of your email – this is used if you want Saasu to email out synced Invoices.

Click Save to save the configuration.

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