The Status feature in Surf Accounts Production enables you to track the progress of each individual set of accounts. Using the 10 Status options provided you can easily track the workflow of each dataset for each client.
The Status option is accessible from both Client and Accounts screen and the Produce Accounts screen.
Applying and Editing Status
To access and edit the Status of a dataset from the Clients and Accounts screen,
- Using the arrow to the left of the client name expand the client folder
- Using the drop down to the right of the financial statements select ‘Status’
Alternatively the Status can be edited using the ‘Status’ option from the Produce Accounts screen.
There are 10 status’ which can be applied. The first 7 status options, listed as tasks from Books Requested to Final Adjustment will result in the financial statements being editable at all times, you will be able to post journals and edit the compliance database. The title of the task assigned, for example, ‘Partner Review’, will show as a watermark on the financial statements.
The bottom 3 tasks from Ready for Signing to Closedown, when marked as ‘Completed’ will cause the financial statements and the dataset to become read only. The watermark will also be removed from the face of the financial statements.
The Status of the accounts can be changed at any time.