This document describes the latest enhancements and features released for Surf Accounts Production in July, 2021. To read, scroll or click the required link below.
- Integration with Dext Prepare (Formerly Receipt Bank)
- Surf Accounts Production Shows your Businesses on Surf Accounts
Integration with Dext Prepare (Formerly Receipt Bank)
Dext Prepare is a third-party software that extracts data from uploaded images of receipts and invoices and formats those to create customer or supplier invoices or receipts. Surf Accounts Production is now integrated with Dext Prepare which allows you to scan your invoices and receipts, and import them directly in to your business. First, connect the business with Dext Prepare and then upload and amend (if needed) the documents and publish them to Surf Accounts Production.
- To view the procedure to connect your Surf Accounts business with Dext Prepare, click here.
- To view the procedure to import Dext Prepare feeds to Surf Accounts, click here.
Surf Accounts Production Shows your Businesses on Surf Accounts
If you access both Surf Accounts Production and Surf Accounts as an accountant with the same login credentials, Surf Accounts Production shows a full list of your businesses on Surf Accounts.