Invoicing & accounts made easy.

How To Add a New Sales Invoice

add-sales-invoice

To create a new invoice, click the ‘Add Invoice’ icon, the following screen will appear (alternatively you can click the ‘Create New’ icon from the header, to the left of the company name “Create New” and select Sales Invoice).   You should start your Invoice by selecting the customer that you are invoicing; you can […]

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How To Allocate a Supplier Payment

Allocating the supplier payment is an option both within the payment itself and separately from the payment listing, by clicking the inline submenu arrow and selecting ‘Allocation’, below:   What is allocating? Allocating is where you identify which invoices are being paid by a payment e.g. you could be paying just one invoice with a […]

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Surfing in the USA

surf accounts in the usa

  We are delighted to announce that we have launched in the United States. Surf Accounts is one of the seven Irish business that has been selected to participate in the latest Bank of Ireland Innovation Lab New York programme aiming to scale their business. The programme has a duration of 12-months and will give […]

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How to edit an invoice easily

Can’t edit an invoice? Learn how to edit your invoice easily. If you are unable to edit something on an invoice there is a message on the bottom left of the screen that states ‘This transaction is locked’. Once clicked it will explain exactly what it is locked against. This will help greatly in unlocking […]

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Aged report updates

The aged customer balance report can now run one of two ways for multi-currency businesses. Balance as per transaction Date. Balances shown are based on the original EUR amount entered for each invoice. This method will always match your trial balance. Balance as per Report Date. Balances shown are based on the auto exchange rate […]

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Top 10 tips for protecting yourself online

top 10 tips for protecting yourself online

Hacking can happen to anyone, the Internet can be a dangerous place these days. However, taking simple actions can help prevent attacks. Here are ten tips to protect you online: Never share your log in details with anyone. Set strong passwords (mix of characters and numbers) and change them every 3 months. Never use a […]

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How Surf Can Make Accounts Easy

surfaccounts-infographic
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How Cloud Accounting Software Can Make Your Accounts Easy

10-ways-cloud-accounting-software

  1.Real-time Cloud accounting software allows business owners and accountants to work on accounts online anytime. And the best, cloud platform doesn’t require any installation. 2.Accounts in the palm of your hand Accountants and bookkeepers can do their accounts at the office, at home, or on a mobile device. No longer be restricted to that […]

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Training Course ‘Learn How to Surf like a Pro’

training course

Our training course for all users is designed as hands on tutorial led experience, which once completed should allow you to carry out all of your work with added confidence. To get the best return from Surf Accounts Accounting Software and to improve staff efficiency we would recommend that you attend one of our newly […]

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Learn The Strategies To Get Ahead & Stay Ahead

We are delighted to be participating at the third upcoming All-Ireland Business Summit, taking place at Croke Park on Thursday April 6. Motivation, stimulation and interaction all fuel ambitious business people. And the 2017 All-Ireland Business Summit on 6 April will turbocharge your thinking with insights from individuals who overcame the odds. Chairman Bobby Kerr kicks things off early with […]

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