Surf Accounts update for March 2015

Monthly Update
March 2015

We would like to thank all the new business signups this month for joining our growing community of Surfers! If you have anything you would like to see added or improved in Surf Accounts, please drop us a line.


What's new?

We are delighted to announce that the March release of Surf Accounts is now live for you to use. We have added mainly smaller enhancements but some pack a punch based on your feedback.


Here is a list of the changes added.

Invoicing Changes

• Bank Account Details on Invoice Template

• Product Price History Look up in Invoice Transaction Browse

• Reference Number Field  

Changes to Transaction Posting

• Restrict VAT on Non Customer Receipts/Supplier Payments

• New Filter Option

• Edit Nominal Code from Nominal Ledger Card

• Set Default Transaction Dates

• Division and Sub Division column position changed in Quick Receipt/ Payment Browse

General Changes 

• Net Profit percentage in Periodic Trial Balance

• Improvement in Product Import

• Copy this year’s budget figures to next year

• Improvement in Bank Import

• Converting Trial Business to Live Business

• Extend sessions

Dashboard Improvements

• Top 10 Customer and Products

• Monthly Receipt Analysis

• Bank Table

•Introduction of Nominal Sub Codes

Customer Changes

• Default Discount Code

• Default Credit Terms

• Extra Email Address Filed

New and Improved Reporting Option

• Invoice Margin Report (New)

• Improved Customer/ Supplier Accounts Report

• Improved VAT Details Report

View previous updates

Surf Accounts update November 2014 

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