Five Ways Technology is Transforming Accounting
Surf Accounts | Accounting Software Blog & News
by Soumen Purkayastha
3y ago
Overview Technology has been changing accounting by not only improving how accounting is performed but also changing the accountants’ roles. Most accounting tasks are being automated and accountants are transitioning to a business advisor role. Organisations are now getting more out of their investments as daily tasks like invoice creation, reconciliation and report generation are automated with little or no intervention from accountants and the accountants can apply their core skills in finance – critical thinking, strategising, customer relationship – more than before. This article identifie ..read more
Visit website
Top 5 Ways in Which Optimization of Stock Management Benefits Your Overall Business
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
3y ago
‘Waiting’ and ‘Unnecessary Inventory’ are two among the seven major wastes, which, according to the Toyota lean manufacturing model should be immediate discarded to achieve business success. Here are some red flags that indicate it is high time you optimized stock management. You are verifying your stock capacity every time you are about to approve a sales order or a purchase order. You are updating your stock capacity by hand each time you write off an invoice or a payment to a supplier. You are not recording your stock adjustments in real-time. You are investing bigtime in manual interventi ..read more
Visit website
Cloud-based Accounting Software vs Spreadsheet: Which to Use?
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
3y ago
Are you caught up in a tussle over which accounting solution to choose for your small business? Cannot decide on whether to invest in a cloud-based accounting solution or get going with Google spreadsheets or Microsoft Excel? Or, are you thinking of leaving the entire matter to a full-time accountant? Allow us to walk you through all these options to help you choose your best alternative. 1. Hiring a full-time accountant is a good option but a hefty investment if you are just starting out. However, you would require professional assistance eventually, especially during tax season. So, it helps ..read more
Visit website
How to know which Accounting Software is best for Small Businesses
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Never make the mistake of delaying Accounting tasks, even if you have just started your business. Accounting is not about preparing financial statements that one presents to the tax department. In fact, it is about tracking your finances in real time so that you may never take an uninformed decision. If you do not keep a transparent record of all your transactions, even for your small business from day one, you might have to pay a hefty price later on, either in terms of unforeseen losses or paying extra fees to an expert in fixing the mess which could have been prevented in the first place. N ..read more
Visit website
How to set up Quick Invoice and Credit Notes
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Do you have too many customer invoices to handle while you are pressed for time? Create quick sales invoices for multiple customers at a go. Split them, assign account codes for each invoice using any device with Surf Accounts online quick sales invoice. Select ‘Invoices and Credit notes’ under ‘Sales’ and select the ‘Quick Invoice’ option under the tab Quick. Now to set up a quick sales invoice all you need to enter is the Date Reference Number (for identification) Invoice number (which is again auto assigned) Customer name (which you can automatically search and select) Net value GST Code ..read more
Visit website
How to create Recurring Invoices
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Check out the simplest way to auto generate recurring invoices for regular customers. Do it at your convenience with Surf Accounts, your most user-friendly cloud-based accounting software. You can easily create a recurring invoice from a detailed invoice. Set up your customer/product details and invoice details in advance to make the process quick. Follow these steps. Choose the invoice you wish to make recurring from ‘Invoices and Credit Notes’ under Sales. Click the dropdown arrow against the invoice of your choosing and click ‘Make Recurring’. Details pertaining to Product, Customer, Accoun ..read more
Visit website
How to change your Invoice Design
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Surf Accounts’ default Invoice Template covers the mandatory fields that a standard invoice in India must have, to be accepted without reservation by any organisation. However, there could be extra information, sections or designs that a business may require to add keeping in mind varying protocols and expectations. Surf Accounts integrates a complete range of invoice customisation options for you to add the required details seamlessly. Go to ‘Settings’ after logging in and click ‘Transaction Other Information’ under ‘Invoicing / Print Templates’ to add a custom field or information. On clicki ..read more
Visit website
Know how you can Enable Branches of Accounting to Compartmentalise Transactions
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Surf Accounts online software let you compartmentalise business accounting according to departments. For example, your business might have cost centres that incur expenses. These could be administrative or operative departments which do not contribute to direct revenue generation. You can denote all the departments (both revenue making and non-revenue making) using the ‘Divisions’ and ‘Subdivisions’ options. Go to the ‘settings’ page. Under the heading ‘Accounts’ click ‘Divisions’. On the ‘Divisions’ page after selecting ‘Use Divisions’ you will have to fill in certain details. These include ..read more
Visit website
You can Control the way your Users Access Financial Information: Find out How
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Business and accountants can carry out collaborative operations online on surf accounts by inviting new users. You can provide as well as control access to users according to your terms and conditions. Let us find out how. On the ‘Settings’ page, click on the option ‘Users’. You can ‘invite’ one or more users according to your pricing plan if you have signed up as a business. In the case of a Trial business, you will be only given an option to invite an advisor, most preferably an accountant. All you need to do is enter the User details including the Forename, Surname, and the respective email ..read more
Visit website
How to Add Extra Users
Surf Accounts | Accounting Software Blog & News
by Jhilam Mukherjee
4y ago
Surf Accounts is a cloud-based accounting software allowing businesses and accountants to work in a collaborative environment anytime and from anywhere. Businesses can invite one or more users to manage their businesses. For example, if you are a business maintaining your books on Surf accounts, you can invite your accountant to supervise accounting responsibilities. Similarly, you can also invite your sales representatives to update CRM and sales pipeline commensurate with latest developments and the likes, to stay on top of things 24/7. Accountants can distribute responsibilities and make op ..read more
Visit website

Follow Surf Accounts | Accounting Software Blog & News on FeedSpot

Continue with Google
Continue with Apple
OR