Reporting

Create smart and customised reports to suit your business.

Check key figures to see sales for the month, confirmed orders, accounts receivable and your current bank position. Drill-down tables to see a further analysis.

Key Figures

Banner figures can be defined in settings to show your current Bank position, who owes you money and who you owe money to.

Charts

Pie, Bar and Funnel charts are all available with drilldown on the legends.

Reports

Surf Accounts reports cover every aspect of your business reporting needs. From detailed sales invoice analysis to a Trial Balance.

Customise
Create customised dashboards for your staff. Let sales staff see only the sales pipeline and accounts and executives to see only bank positions.
Drilldown
Every figure displayed on the charts and tables of the dashboard can be drilled down into the detailed report analysis of that summary figure. You can make selections from the drill down report screen if you want further analysis.

You're in good company

Key Features

Online Invoicing

Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more

Easy GST

Full GST compliance reporting. Read more

Bank Reconciliation

Connect your bank accounts to Surf Accounts for simple Bank Reconciliation. Read more

Multi-Currency

Invoice your clients in any currency with daily updated exchange rates. Read more

Quotes & Orders

Streamline your sales process. Send quotes automatically to invoicing. Read more

Stock

Track sales and purchases. Get real time stock levels. Read more

Business Divisions

Take sections of your business and measure their costs and profitability by division.

Time Tracking

Record details and keep track of prospects for future reference.

Contacts

Record details and keep track of prospects for future reference. Read more

Sales Pipeline

Track opportunities from calls through to quotations and manage the process into a pipeline funnel. Read more

CRM

Track prospects, check quotes and orders, transactions and balances for all customers. Read more

Reporting

Create smart and customised reports to suit your business. Read more

Surf Accounts App

Run your business on the go with Surf Accounts App. Available for iOS and Android. Read more

Security

Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft's data centre in India.
Need help or have questions? Lines are open Monday-Friday 09:00-17:30.

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