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
|Base currency of the business.
|Financial year start.
|Financial year end.
|CONTACT CODING heading
|Set up how the unique codes to customers are allocated.
|Set up how the unique codes to suppliers are allocated.
|Set up how the unique codes to prospects are allocated.
|VAT DETAILS heading
|Business VAT number.
|SALES VAT BASIS
|PURCHASE VAT BASIS