After adding a Business, you need to complete a one-time setup by providing certain necessary information. After the set up, your business is ready to set up data such as customer, invoice, quotes and credit note records.
- Log in and on the Business page, click the business you have set up.
- On the Welcome to Surf Accounts page, enter the following information and click Continue.
| FIELD | STEP |
|---|---|
| ACCOUNT DETAILS heading | |
| CURRENCY | Base currency of the business. |
| YEAR START | Financial year start. |
| YEAR END | Financial year end. |
| CONTACT CODING heading | |
| CUSTOMER CODING | Set up how the unique codes to customers are allocated. |
| SUPPLIER CODING | Set up how the unique codes to suppliers are allocated. |
| PROSPECT CODING | Set up how the unique codes to prospects are allocated. |
| VAT DETAILS heading | |
| VAT NUMBER | Business VAT number. |
| SALES VAT BASIS | VAT basis. |
| PURCHASE VAT BASIS | VAT basis. |