Service Transactions & Items/Product Transaction

OneSaas supports two different layout types for Transactions (Invoices or Orders): Service Layout and Item/Product Layout

Service Layout Transactions

Each line of the transactions has a description, an allocated account from your Chart of Accounts a TaxCode and a Total for the line:

Products or Services imported as Service Layout don’t require a ProductCode or SKU.

Accounting

• Saasu: OneSaas Service Layout Transactions are imported in Saasu as Service Invoices
• Xero: OneSaas Service Layout Transactions are imported in Xero as Accounts Receivable/Accounts Payable with no Item Code value

Item/Product Layout

In Item/Product Layout every line represents an existing Item or Product that was already pre-defined by your accounting, CRM or eCommerce system. Each Product/Item requires a unique ProductCode/SKU that is used to uniquely identify the product. If you try to import transactions/invoices in OneSaas and an item on the imported order/transaction is missing a ProductCode then OneSaas will fail to import the transaction.

Products or Services imported as Item/Product layout require a valid ProductCode or SKU.

Accounting

• Saasu: OneSaas Item/Product Layout Transactions are imported in Saasu as Items Invoices
• Xero: OneSaas Item/Product Layout Transactions are imported in Xero as Accounts Receivable/Accounts Payable with a valid Item Code on each line