Thes training videos continue a 12 step process on how to get set up on Surf Accounts.
For the initial setup you will need to have the following information to hand:
- Bank account balances on all school bank accounts at the end of the period
- A List of outstanding/un-reconciled receipts and payments to the same period end for each bank account
- Outstanding supplier invoices at the end of the period
- Outstanding customer invoices at the end of the period (if you are intending to use the customer module)
- Outstanding VAT liability to Revenue at the end of the period
- Outstanding PAYE/PRSI liability to Revenue at the end of the period
- Outstanding RCT liability to Revenue at the end of the period
Click on the links below to the videos (Please note: You may be asked to ‘run’ a webex application to play this webinar – please click on run if prompted).
If you require assistance with the initial setup up, please contact us on 01 2690677 to book a remote session.
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