The Help menu is where you go when you are stuck or starting out: help for the screen you are on, the checklist of things to do in a new company, a chat with your team, your assistant Maya, and a check for a newer version of SeroBooks.
Opening the Help menu
- Click Help on the menu bar, or rest the pointer on it.
- Or press Alt+H.
The items, in order
| Item | What it does | Shortcut | Read more |
|---|---|---|---|
| SeroBooks Help | Opens help for the screen in front of you. Holding F1 down opens it only once. | F1 | Using this Knowledgebase |
| Getting Set Up | Opens the Getting Set Up checklist: the things a new company needs to do, ticked off from what is already in your books rather than from boxes you tick yourself. | Getting Set Up checklist | |
| Team Chat | Opens the Team Chat panel, to message the other people in your company. | Team Chat | |
| Ask Maya | Opens the Maya panel, your assistant for questions about your books. | Ask Maya, your assistant | |
| Check for Updates… | Checks for a newer version of SeroBooks. If one is out, the update window says what changed and offers to update (updating closes SeroBooks, so save your work first); otherwise it says SeroBooks is up to date and which version you have. | Install SeroBooks and keep it up to date |
A grey line separates Check for Updates… from the rest.
Getting Set Up is shown when your role can open it; the other items are always on the menu.