Using Surf Accounts
Getting Started with Surf Accounts
- ★ Using Surf Accounts for the First Time
- ★ Overview
- ★ Getting Started Guide - General Settings
- ★ Setting up your Bank
- ★ Setting up your Financial Details
- ★ Importing Data
Accounts
- ★ Split option on Bank Feed Import
- ★ Future Year Reporting
- ★ Budgets Included Within Chart Of Accounts
- ★ Quick Sales Credit Note
- ★ Bank Feed
- ★ Import and Export CSV
Importing Data
- ★ How to export the BOI Business banking CSV file
- ★ How to Import Supplier and Non Supplier Payments
- ★ How to Import Summary Supplier Invoices and Credit notes
- ★ How to Import Detailed Supplier Invoices and Credit Notes
- ★ How to Import Customer and Non Customer Receipts
- ★ How to Import Summary Customer Invoices and Credit notes
Reports
- ★ Enhanced Return Of Trading Details Report
- ★ New Detailed Aged Supplier Balance Report
- ★ New Detailed Aged Customer Balance Report
- ★ Aged Time / Expense Report
- ★ Missing Time Report
- ★ Time Statement Report
Announcement
Other Tweaks
- ★ Customisation Of Invoice Column set up
- ★ Line By Line Save Option In Invoice
- ★ Bank Table on Surfboard
- ★ Monthly Receipt Analysis on Surfboard
- ★ Top 10 Customers & Products
- ★ Edit transaction from Nominal Ledger Card
Multiple Template Set
- ★ User-defined fields in Invoice body with customise column
- ★ Enhancement in Statement footer
- ★ Subject line to Invoice
- ★ Email same transaction with your desired Template Set
- ★ Change template set from the print preview
- ★ Select Template Set from transaction
Division and Sub Division
- ★ Division and Sub division in Budget Entry
- ★ Division and Sub division in Opening Supplier Balance
- ★ Division and Sub division in Purchase Orders
- ★ Division and Sub division in Split Quick Purchase Credit Note/ Invoices
- ★ Division and Sub Division in Purchase Credit Note
- ★ Division and Sub Division in Detail Purchase Invoice
Smart Tweaks
- ★ Multiple attachments on emailed invoices
- ★ Email Invoice PDF
- ★ Multiple Attachments on Transactions
- ★ Show user's name in edit mode in transaction browse for detail transactions
- ★ Calculate Net to Gross in Non -Supplier Payment and Non-Customer Receipt
- ★ Notify in Transaction from Product Browse
Profitability Measures
Stock
- ★ Multiple Stock Stores
- ★ Include order summary tick box in stock level report
- ★ Only show products for selected supplier
- ★ Enhanced Product Browse
- ★ View Stock Ledger Card
- ★ Raise Purchase Order/ Invoice/ Credit Note and Goods In
Generic Information
Contacts
Marketing
Templates
- ★ Invoice Template
- ★ Bank Account details on Invoice Templates
- ★ Goods Out Template
- ★ Goods In Template
- ★ Purchase Invoice Template
- ★ Purchase Order Template
Journals, VAT and Bank Reconciliation
- ★ Journals
- ★ Bank Reconciliation
- ★ Generating a Vat Return
- ★ Restrict VAT on non customer receipts / supplier payments
- ★ If I Am An Irish VAT Registered Business
- ★ If I Am A UK VAT Registered Business
Invoices and Credit Notes
- ★ Change in Division and Sub Division column in Quick Receipt and Payment Browse
- ★ Set default transaction dates
- ★ New Filter Option in Customer Receipt and Supplier Payment Browse
- ★ Ref. No. Field Extended
- ★ Product Price History Look up
- ★ Detailed Purchases Invoice
Sales
Lookups
Business Settings
- ★ Business Settings
- ★ Add User on Sing up for Advisors
- ★ Improved Plan Up gradation
- ★ Extra Email Address
- ★ Default Credit Terms
- ★ Default Discount Code