Search Overlay

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.

The videos are not compatible with Internet Explorer browser, please use a different browser.

Step 1 – Setting Default Type

Step 2 – Setting up a bank account

Step 3 – Recording an opening bank balance

Step 4 – Entering Outstanding Cheques

Step 5 – Entering Outstanding Receipts

Step 6 – Setting Up a Customer

Step 7 – Entering a Customer Opening Balance

Step 8 – Setting up a Supplier

Step 9 – Entering a Supplier Opening Balance

Step 10 – Recording amounts owing to Revenue as Opening Balances

Step 11 – Checking the Opening Balance

Step 12 – Setting up a Paye