Importing Data
Surf Accounts Production provides a simple and efficient import routine, which allows you to upload datasets from Relate Accounts Production and other third party software providers to Surf Accounts Production. You can also have the same business linked on both Surf Accounts Production and Surf Accounts, our cloud-hosted accounting software so that when you import datasets from Relate Accounts Production, business in both software are updated.
Surf AP allows for one import per client, we advise you choose the most up to date dataset to import. The routine will import the current year transactions plus up to 5 years worth of comparatives, it will also import client specific information such as addresses, data entered to the compliance database etc.
Benefits
No manual setting up of clients and accounts datasets. Just import and get started.