Financial Reports & Dashboards

Create smart and customized reports to suit your business.

A headline banner will display key figures such as sales for the month, confirmed orders, debtors and your current bank position. Dashboards also contain a set of drill down tables such as aged debtors and Top Ten customers.

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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

You can customise the dashboards depending on the level of information you want your staff to see. You can let sales staff see just the sales pipeline and order situation while allowing accounts and executives to see 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.

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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

Online Payments

Save time on payments. Online payments allows you to pay vendors easily. Read more

Easy VAT

Full Irish and UK VAT reporting including VAT3, RTD, VIES & INTRASTAT built in. Read more

Bank Reconciliation

Import your bank statements directly to save time on postings & easy reconciliation. Read more

SEPA Payments

Pay suppliers by generating a SEPA file which may be submitted to your bank. Read more

Multi-Currency

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

Produce Quotes & Orders

Track any won or lost sales on the system. Quotes and orders are automatically transferred to invoicing. Read more

Handle Inventory

Maintain a full product catalogue. Add additional items and view 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 Software

View orders, quotes, account transactions and balances for every customer. Read more

Reporting & Dashboards

Clear and simple dashboards, gives you all the key figures. Read more

Financial Reports

Get the numbers that are important to you, by customising a report with easy to read graphs and data. Read more

BrightBooks App

Run your business from the
palm of your hand with our
free downloadable app. Read more

Security

Secure and reliable accounting software. Microsoft Azure securely hosted in Microsoft's European data centre in Grange Castle, Ireland.

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Need help or have questions? Lines are open Monday-Friday 09:00-17:30.

Call +353 1 494 0580

Or email us at: info@surfaccounts.com

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