FAQ
Have a question: Have a look through our frequently asked questions.
- Does Surf Accounts have customer support & what is the cost?
Yes, both phone & email support is included in all price plans.
- What are the benefits of using cloud software?
Accessibility. Functionality. Price.
- What are the up front costs to joining Surf Accounts?
There are no up fronts fees or contracts. You can sign up on a rolling monthly subscription.
- Do I have to pay by direct debit?
No, you can pay by credit card or direct debit on monthly plans and for upfront payments you can pay by credit card, cheque or bank transfer.
- I’m on a trial and want to sign up to the service – how do I do this?
Log into your trial business. Select the buy now option and whether you wish to convert your trial or start fresh. The signup process takes less than 2 minutes.
- Can I cancel my trial or subscription?
Yes, you are in full control of your account. As there are no contracts you can cancel your account at anytime.
- I have forgotten my password – How can i retrieve this?
On the login screen there is a ‘Forgot password’ option, click this to reset your password.
- How long does my data stay in Surf Accounts?
If you choose to remove your business, Surf holds your data for 60 days in case you decide to reactive your account.
- Can I scan in my Bank Statements?
You cannot scan Bank Statements, but we have a better alternative. With our bank imports option you can simply login to your banking online and export your bank statement to Surf Accounts.Try it on your Demonstration Company: Log onto your online banking > export bank statement to CSV (Excel) > Save to your computer.Once you have done this go into Surf Accounts and go to Banking > Bank Import > Add > Select the bank account you would like to import the information to > Select which bank you are importing from > Choose if you would like to bring in ‘All transactions’ ‘payments only’ or ‘receipts only. This will generate all of the transactions and you simply go through each and allocate a customer, supplier, or nominal code to each transaction.
- Can I import my data from Sage, TAS, or Big Red Book etc?
Yes you can. We have two options when it comes to importing your data. Try it on your Demonstration Company: There are 2 options available.
You can do a manual import yourself: You simply login to your previous package and export the desired information to .CSV (Excel file) and save to your computer.Go to Surf Accounts Settings > Imports > Select the relevant file you want to Import. Surf Accounts will then give you an Excel spreadsheet to fill out the relevant detail. You go back to the file you have exported from your previous package and copy & paste the information into the correct cell on your Surf Accounts template.
We can handle the import for you (free of charge). Once you have signed up to Surf Accounts, please let a member of our support team know you wish to import data from an existing package.We will then go through a routine checklist to see what you want to export and obtain relevant reports to cross-check the data, logon and take a backup of your data.
- Can I set up my invoices so that they look like they come from my accounts department?
Yes, you can fully customise your invoices and set the email address they are sent from.
- Can I edit and Invoice or a transaction?
Yes, you can edit transactions by selecting the option “open”.
- Can I process part payments for customer invoices?
Yes, when you post a receipt there is an option to part allocate against the full amount of the customer invoice.
- Can I invoice via Surf Accounts?
Yes there is an invoice tool within Surf Accounts that allows you to create stylish, professional looking invoices which you can email to clients or print or save these to PDF etc.Try it on your Demonstration Company: Login to Surf Accounts > Accounts > Sales Invoice
Customer: This is where you make the selection of a customer to raise an invoice for, if you are unsure of the code to enter, click on the lookup magnifying glass icon.
Invoice Number: As you may notice the screen is saying Auto, this is from the settings, if you have your numbering set to ‘Automatic’ you don’t need to enter anything in this field, if it is manual, you will need to enter in an order number.
Ref Number: Use this field to enter any reference number you may have.
Quote/S.O. No: This lookup will allow you to turn any outstanding quote/order into an invoice. When you click on the lookup and select a quote, it will automatically fill in all the fields with the same detail as your quote.
Invoice date: Enter the date your invoice has been raised.
Due Date: Enter the date the invoice is due.
Account Manager: Anyone that has a login to Surf Accounts can be selected as an account manager. This is often used when separate users are dealing with separate customers, really good for reporting purposes.
Template Set Use: Select the print template you wish to use for this invoice. See Settings section for Print templates.
Address Details: This will pull from the details entered for your Customer/Prospect.
Attach: You are able to attach documents, jpeg etc. To your Quotes/Orders/Invoices etc. In Surf Accounts by clicking on the lookup button and selecting your doc etc.
FAQ
Have a question: Have a look through our frequently asked questions.
- Does Surf Accounts have customer support & what is the cost?
Yes, both phone & email support is included in all price plans.
- What are the benefits of using cloud software?
Accessibility. Functionality. Price.
- What are the up front costs to joining Surf Accounts?
There are no up fronts fees or contracts. You can sign up on a rolling monthly subscription.
- Do I have to pay by direct debit?
No, you can pay by credit card or direct debit on monthly plans and for upfront payments you can pay by credit card, cheque or bank transfer.
- I’m on a trial and want to sign up to the service – how do I do this?
Log into your trial business. Select the buy now option and whether you wish to convert your trial or start fresh. The signup process takes less than 2 minutes.
- Can I cancel my trial or subscription?
Yes, you are in full control of your account. As there are no contracts you can cancel your account at anytime.
- I have forgotten my password – How can i retrieve this?
On the login screen there is a ‘Forgot password’ option, click this to reset your password.
- How long does my data stay in Surf Accounts?
If you choose to remove your business, Surf holds your data for 60 days in case you decide to reactive your account.
- Can I scan in my Bank Statements?
You cannot scan Bank Statements, but we have a better alternative. With our bank imports option you can simply login to your banking online and export your bank statement to Surf Accounts.Try it on your Demonstration Company: Log onto your online banking > export bank statement to CSV (Excel) > Save to your computer.Once you have done this go into Surf Accounts and go to Banking > Bank Import > Add > Select the bank account you would like to import the information to > Select which bank you are importing from > Choose if you would like to bring in ‘All transactions’ ‘payments only’ or ‘receipts only. This will generate all of the transactions and you simply go through each and allocate a customer, supplier, or nominal code to each transaction.
- Can I import my data from Sage, TAS, or Big Red Book etc?
Yes you can. We have two options when it comes to importing your data. Try it on your Demonstration Company: There are 2 options available.
You can do a manual import yourself: You simply login to your previous package and export the desired information to .CSV (Excel file) and save to your computer.Go to Surf Accounts Settings > Imports > Select the relevant file you want to Import. Surf Accounts will then give you an Excel spreadsheet to fill out the relevant detail. You go back to the file you have exported from your previous package and copy & paste the information into the correct cell on your Surf Accounts template.
We can handle the import for you (free of charge). Once you have signed up to Surf Accounts, please let a member of our support team know you wish to import data from an existing package.We will then go through a routine checklist to see what you want to export and obtain relevant reports to cross-check the data, logon and take a backup of your data.
- Can I set up my invoices so that they look like they come from my accounts department?
Yes, you can fully customise your invoices and set the email address they are sent from.
- Can I edit and Invoice or a transaction?
Yes, you can edit transactions by selecting the option “open”.
- Can I process part payments for customer invoices?
Yes, when you post a receipt there is an option to part allocate against the full amount of the customer invoice.
- Can I invoice via Surf Accounts?
Yes there is an invoice tool within Surf Accounts that allows you to create stylish, professional looking invoices which you can email to clients or print or save these to PDF etc.Try it on your Demonstration Company: Login to Surf Accounts > Accounts > Sales Invoice
Customer: This is where you make the selection of a customer to raise an invoice for, if you are unsure of the code to enter, click on the lookup magnifying glass icon.
Invoice Number: As you may notice the screen is saying Auto, this is from the settings, if you have your numbering set to ‘Automatic’ you don’t need to enter anything in this field, if it is manual, you will need to enter in an order number.
Ref Number: Use this field to enter any reference number you may have.
Quote/S.O. No: This lookup will allow you to turn any outstanding quote/order into an invoice. When you click on the lookup and select a quote, it will automatically fill in all the fields with the same detail as your quote.
Invoice date: Enter the date your invoice has been raised.
Due Date: Enter the date the invoice is due.
Account Manager: Anyone that has a login to Surf Accounts can be selected as an account manager. This is often used when separate users are dealing with separate customers, really good for reporting purposes.
Template Set Use: Select the print template you wish to use for this invoice. See Settings section for Print templates.
Address Details: This will pull from the details entered for your Customer/Prospect.
Attach: You are able to attach documents, jpeg etc. To your Quotes/Orders/Invoices etc. In Surf Accounts by clicking on the lookup button and selecting your doc etc.
Kevin McCallum
Chief Executive Officer
Ross Webster
Chief Software Architect
Geoff Ryan
Chief Financial Officer
Karen Bennett
Chief Revenue Officer
Laura Murphy
Chief People Officer
Neeraja Sankar
Director of Strategic Projects
Richie McMahon
Head of Automation & Innovation
Dipak Guharay
Head of Indian Operations
Paul Byrne
Founder & Board Director