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Invoicing & accounts made easy.

Surf in the USA

surf in the USA

Surf Accounts have moved into a new office in New York as we launch our American version. Surf Accounts were one of 7 businesses selected by Bank of Ireland to scale their business in the States with the help of their Innovation Lab programme. Surf has rapidly grown its customer base here in Ireland & […]

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Meet the team: Aaron McDonald

meet the team

We would like to welcome Aaron McDonald our new Support Agent. Aaron has experience working as a PCI Compliance Scan Analyst. In his previous role, he performed security checks on companies’ business network. Attention to detail was the key in that role as any missed security risk could lead to a security breach.

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How-To Surf Reports

how to surf reports

Create smart and customised reports to suit your business. Surf Accounts reports cover every aspect of your business reporting needs. From detailed sales invoice analysis to a trial balance. Sales Reports Surf Accounts offers the following sales reports. You can generate the reports by specifying one or more criteria. View Sales Reports. Banking Reports Surf […]

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How Small Business Can Make Sure They Get Paid on Time

how small business can get paid on time

In the perfect world, businesses would get paid the moment an invoice is sent. However, many will know first-hand that this often isn’t the case. Clients that pay late can wreak havoc on your cash flow. This can be disastrous for small businesses in particular, who need the cash to keep on top of supplier […]

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Meet the team – Laura Zawwar

meettheteam-laura-support

We would like to welcome Laura Constanta Zawwar, our new Support Agent. Laura has an MBA in Economics and has started her ACCA Levels, she has F1 and F2 currently with the view of progressing further. She has worked as a VAT Return technician with Meridian Global Services and worked on some large accounts such […]

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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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Relevant Contract Tax Guide

Relevant Contract Tax Guide

Learn how to enable Relevant Contract Tax (RCT) in 3 easy steps. In Surf Accounts there is a feature for RCT (Relevant Contract Tax) which enables a user to select the withholding amount on payments made/received for Subcontractors as per revenue. See below how to enable this feature in 3 steps. Step 1: Enable RCT […]

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Meet the team – Paul Russell

Surf Accounts meet the team

We would like to welcome Paul Russell, our new Support Agent. Paul has an extensive customer service background in high volume call centres. He was with Virgin media as a Tier 2 technical support agent. Before that he worked with HCL supporting EIR customers. Paul has achieved an excellent CSAT (customer satisfaction rating) in his […]

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