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  2. Using Surf Accounts
  3. Getting Started with Surf Accounts

Getting Started with Surf Accounts

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  • ★ How to videos
  • ★ Using Surf Accounts for the First Time
  • ★ Overview
  • ★ Getting Started Guide - General Settings
  • ★ Setting up your Bank
  • ★ Setting up your Financial Details
  • ★ Importing Data
  • ★ Getting Started with Multicurrency
  • ★ Period Setup
  • ★ Setting up VAT
  • ★ Reviewing your Chart of Accounts
  • ★ Setting up your customers
  • ★ Contact Coding
  • ★ Setting up your Invoice Template
  • ★ Getting Started with New Multiple Template Set along with different logo
  • ★ Creating your first Invoice
  • ★ Posting your first Invoice
  • ★ Printing your first Invoice
  • ★ Setting up Products
  • ★ RCT Changes
  • ★ CIS Changes
  • ★ Getting Started with Division and Sub Division
  • ★ Getting Started with Time & Expenses
  • Nominal Sub Codes
  • Relevant Contract Tax (RCT) for Irish Business and Construction Industry Scheme (CIS) for UK Business
  • Intrastat Export
  • Customise Dashboard
  • Dashboard Improvement
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