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SeroBooks
Knowledgebase · 16 articles

Menu Reference

Every menu and every menu item, what it opens and where to read more.

The menu bar16

File menuOpen another company, back up and restore, import from QuickBooks, print and send forms, set up printers and sign out.Edit menuLook up one transaction's history or journal, find in the window in front, search every transaction, jump anywhere with Go To, and open Preferences.View menuChoose One Window or Multiple Windows, and stretch SeroBooks across all your monitors.Lists menuEvery list SeroBooks keeps, from the Chart of Accounts and Item List to terms, payment methods, templates and custom fields.Favorites menuYour own menu of the commands you use most, set up with Customize Favorites.Company menuThe Home Page and Dashboard, company-wide tools, company settings, planning and budgeting, currency, and the accounting setup screens.Customers menuThe Customer Centre, estimates, sales orders, invoices, sales receipts, payments, statements, credit memos, jobs and the lists of customer transactions.Vendors menuThe Vendor Centre, bills, bill payments, purchase orders, receiving, vendor credits, expenses, inventory activities, sales tax and contractor slips.Employees menuPayroll: employees, pay runs, timesheets, payroll items, vacation, remittances, levies, year-end slips, records of employment, PIER review and payroll setup.Banking menuWrite cheques, enter credit card charges, use a register, make deposits, transfer funds, reconcile, manage loans, bank feeds and payment runs.Reports menuEvery report on the Reports menu, submenu by submenu, with what it shows, the dates it asks for and where it is explained.Inventory menuProducts, services, stock levels, the warehouse, adjustments, assemblies and barcode labels.Forecast menuDemand forecasts, reorder levels, shipping stock to Amazon and the seasonal calendar.Amazon menuYour Amazon business in SeroBooks: overview, insights, settlements, orders, taxes, fees, products, issues, returns, inbound, storage, recovery, Buy Box, traffic and settings.Window menuClose all windows, tile or cascade them, and switch to any open window from the list.Help menuHelp for the screen in front of you, the Getting Set Up checklist, Team Chat, Ask Maya and checking for updates.