The File menu holds everything to do with the company as a whole and with getting paper out of SeroBooks: opening another company, backing up and restoring, bringing your books across from QuickBooks Desktop, printing and emailing forms in batches, setting up printers, and signing out.
Opening the File menu
- Click File on the menu bar at the top of the SeroBooks window, or rest the pointer on it for a moment and it drops down by itself.
- Or press Alt+F (the F in File is underlined).
- Press Esc to put the menu away without choosing anything.
The items, in order
| Item | What it does | Read more |
|---|---|---|
| Open Company… | Opens the Open Company window: every company you have, the ones already opened on this computer (with when each was last opened) and the ones you own on the server but have not opened here yet. The company you are in is marked Open now. Choosing another company closes this one and signs in to the one you chose, by itself when its sign-in was remembered, otherwise on the sign-in page with the username filled in. Sign in to another company… takes you to the sign-in page for a company not on the list. SeroBooks asks you to save your work first, and waits if a card payment is still being recorded. | Open Company |
| Back Up Company… | Opens the Back Up Company page over the Home Page. Esc goes back to the Home Page. Needs permission for Set Closing Date and Year-End. | Back Up Company |
| Restore Company… | Opens the Restore Company page over the Home Page, with the same permission. Esc goes back to the Home Page. | Restore Company |
| Import from QuickBooks… | Opens the import screen that brings lists, balances and transactions across from a QuickBooks Desktop company. | Import from QuickBooks |
| Print Forms… | Opens the Print Forms page over the Home Page: invoices and other forms waiting to be printed, to print as a batch. Esc goes back to the Home Page. Needs permission for the Invoices list. | Print Forms |
| Print Cheques… | Opens the Print Cheques page over the Home Page, for cheques waiting to be printed. Esc goes back to the Home Page. Needs permission for the Cheque register. | Print Cheques |
| Print Labels… | Opens the Barcode Labels screen, where you print item and barcode labels. It is the same screen as Inventory ▸ Barcode Labels. | Barcode and item labels |
| Send Forms… | Opens the Send Forms page over the Home Page: forms marked to be emailed, to send as a batch. Esc goes back to the Home Page. Needs permission for the Invoices list. | Send Forms |
| Printer Setup… | Opens printer setup as a screen of its own. SeroBooks checks the printer-setup permission first and asks for approval if your role does not have it. | Printer Setup |
| Sign Out | Signs you out of this company and returns to the sign-in page. The company's books stay on this computer. | Sign in |
Grey lines divide the menu into five groups: opening a company; backing up and restoring; importing; printing and sending; and signing out.
Common problems
- An item is missing from the menu. Your role cannot see the screen it opens. For example, Back Up Company… and Restore Company… are hidden from a role without Set Closing Date and Year-End, and Print Forms… and Send Forms… from a role without the Invoices list. Ask the person who manages users to give your role that screen (Set Up Users and Roles).
- A permission window appears when you choose Printer Setup. Your role does not include printer setup. Someone whose role has it can approve, or your administrator can add it to your role.
- Open Company says to wait. A card payment is still being recorded in this company. Wait a minute for it to finish, then try again.