Getting Started

• What's New?
• Surf Accounts Production
• Clients and Accounts
• Dashboard

Settings

• Data
• Products & Stock
• VAT
• Accounts
• Invoicing and Print Templates

Produce Accounts

• Accounts

Nominal Ledger

• Journal
• Trial Balance
• Chart of Accounts
• General Ledger
• VAT Returns

Compliance DB

• Compliance Database
• Show Suppressed Compliance Database Codes and Hints

Formats

• List of Available Formats
• Charity (Introduced in January 2023)

Bank

• Bank Accounts
• Payments
• Receipts
• Import Bank Feeds
• Dext Prepare

E-Signing

• E- Signing and Signing
• Officers
• Resending Documents
• Documentation Pack

Sales

• Customers
• Quotes and Orders
• Invoices and Credit Notes
• Multicurrency

Purchase

• Suppliers
• Orders
• Payees
• Invoice and Credit Notes

Reports

• Sales Reports
• Purchase Reports
• Banking Reports
• General Ledger Reports
• CRM Reports

Compliance Release Notes

• September 2023
• April 2023
• March 2023
• December 2022
• October 2022

Format Errors

• Format Error: Retained Profit
• Format Error: Long Term Liabilities

FAQs

• Frequently Asked Questions
• Management Accounts FAQ