Is Surf accounts any good?
“Surf Accounts and Receipt Bank are excellent software tools that allow you to do real time accounting. Thanks to Receipt Bank I can get rid of the boxes full of client Invoices and Receipts. Integrating Receipt Bank with Surf Accounts saves me time which allows me to do more for my clients.” clients and saves time”.
How does Surf Accounts work?
Surf Accounts allows you or your accountant to do bank and tax reconciliations. You can collaborate online with your advisor to ensure your accounts are right. You or your advisor can make the monthly or year end journals in order the finalise accounts.
How do you bank Rec on surf?
To reconcile records, complete the following steps.
- Log in and click the required business.
- The Customers page appears.
- The Bank Reconciliation page appears.
- The New Bank Reconciliation window appears.
- To save the details, click [Save].
- The Bank Reconciliation page appears.
How do you allocate payments on surf?
To start allocating, click for the required payment record and from the inline menu, click Allocation. The Allocation for Payment page appears. Based on the allocation amount available, do either of the following: To have Surf Accounts allocate automatically, click Auto.
What is AutoEntry?
AutoEntry is a cloud-based application that eliminates data entry, so you never have to spend time manually entering invoices or receipts again. Create transactions directly in Accounting from scanned and photographed paper documents.
What is SURF software?
Remove the headache of client month or year-end reconciliations. Surf Accounts is a cloud based invoicing and accounts software that has been designed and developed by Relate Software. Access and manage all your clients’ accounts with ease and confidence. Remove the headache of client month or yearend reconciliations.
How do I add a nominal code to my surf account?
On the Chart of Accounts page, click Budget > Future Period – Annual. On the Enter Current Year Annual Budget, under the YTD column, enter the budget for the corresponding nominal code. If needed, select the required division.
How long does AutoEntry take to process?
Answer. AutoEntry processes 80% all invoices/bills/receipts and supplier/vendor statements within 2 hours and 80% of bank statements within 4 hours. We do have a theoretical maximum of 24 hours that can account for scan quality, server loads, etc.
Who is AutoEntry com?
AutoEntry is a cloud based solution that automates data entry. AutoEntry accurately extracts and captures the key details to VAT summary level from all of your invoices, receipts and statements through OCR (character recognition) technology.
How do you add nominal code to chart of accounts?
Click the required category, for example, Overheads. Click the next unused range and enter the name as you want it to appear on your reports. Click the Low column and enter the nominal code you want to add. Click the High column and enter the nominal code you want to add.
How do you upload bank statements to AutoEntry?
How to Upload Bank/Credit Card Statements. From the AutoEntry homepage, click on the company you want to upload statements for. You can then click on the +Upload button for Bank Statements or if you are already in the Inbox, the +Upload button to the top right of the page.
Where is AutoEntry based?
Dublin, Dublin, Ireland
Where is AutoEntry ‘s headquarters? AutoEntry is located in Dublin, Dublin, Ireland .
What are the journal entries in surf accounts?
Surf Accounts allows Journal entries for rounding off nominal accounts, opening balance adjustments, advance payments received or advance payments to be made through its Journal. In Surf Accounts the journals is being categorized into 4 types as Journal, Opening Balance, and Accrual and Pre payment.
What can I do with surfaccounts?
Each Surfaccounts subscription comes with a free login for your accountant, bookkeeper or advisor. Post all of your sales and purchase invoices as well as your cash and cheque payments. Post journals and work with your accountant online to do bank reconciliations and produce quick and easy management accounts.
What can I do with the surf account app?
Get real time stock levels. Run your business on the go with the smart Surf Accounts app. Available for download on ios and Android devices. Create professional invoices. Receive updates when they’re opened. Get paid quickly with our pay now button on invoices. Read more
Which surf reports are available with Drilldown?
Pie, Bar and Funnel charts are all available with drilldown on the legends. Surf Accounts reports cover every aspect of your business reporting needs. From detailed sales invoice analysis to a Trial Balance.