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Welcome to our Help Centre

General Setup

The General Setup settings allow you to set up the following areas.

Business Details

You set up the basic business details such as name and address in this section.

  1. Access the settings page.
  2. Under the General Setup heading, click Business Details.
  3. On the Business Details page, enter new information or update.
  4. To save the settings, click [Save].

User Access

The user access section allows you to invite one or more users and accountants and assign software access; suspend access and remove user permanently.

  1. Access the settings page.
  2. The Settings page appears. Under the GENERAL SETUP heading, click User.
  3. On the User Access page, click [Invite]. The Invite User window appears.
  4. On the Invite User window, enter the required details and select the privileges you want to assign to the user.
  5. To save the user and access privileges details, click [Save].

Inviting an Accountant

You can provide access to your business to an accountant by inviting. After successful invitation, the accountant needs to log in to Surf Accounts to use the business. Note that if the same business also has a payroll plan subscribed, then the same accountant can be invited to the payroll business also. To invite an accountant, complete the following steps.

  1. Log in to Surf Accounts.
  2. On the Business page, click the required business. The Customers page appears.
  3. On the left pane, click Settings.
  4. On the Settings page, under the GENERAL SETUP heading, click Users.
  5. On the User Access page, click Invite Accountant.
  6. On the Invite Accountant window, enter the accountant email ID and the accountant name and surname are automatically populated.
  7. Provide access to the accountant, as needed.
  8. Click Save. The accountant is added as a user.

Manage Currency

You can set the currencies the business will accept and also the rates. To manage currency, complete the following steps.

  1. Complete steps 1 to 4 as given in Business Details.
  2. On the Settings page, under the GENERAL SETUP heading, click Manage Currency. The manage currency page appears.
  3. To set up base currency and use Yahoo exchange rates, on the manage currency page, click the button under the Multi-Currency Setup heading and set the required details.
  4. To set up the currencies the business will accept as well as custom rates, on the manage currency page, click the button under the Currencies heading and set the required details.

Time Recording

This setting is applicable if the business offers services. You can manage accounts for services by the time spent on providing services. To set up time, complete the steps below.

  1. Complete steps 1 to 4 as given in Business Details.
  2. On the Settings page, under the GENERAL SETUP heading, click Manage Time Recording. The manage time recording page appears.
  3. On the manage time recording page, enter the required details.