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.
|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.|