The Lists menu opens the lists that everything else in SeroBooks draws on: accounts, items, fixed assets, price levels, tax codes, classes and names, the small profile lists that fill drop-downs on customers, vendors and forms (terms, payment methods, types, messages, shipping methods and vehicles), and your memorized transactions, form templates and custom fields.
Opening the Lists menu
- Click Lists on the menu bar, or rest the pointer on it.
- Or press Alt+L.
The Favorites menu comes straight after Lists on the menu bar. See Favorites menu.
The items, in order
| Item | What it opens | Shortcut | Read more |
|---|---|---|---|
| Chart of Accounts | The Chart of Accounts: every account with its type and balance. | Ctrl+A | Chart of Accounts |
| Item List | The Item List (products). | The Item List | |
| Fixed Asset Item List | The Fixed Asset Manager screen, which lists your fixed assets. The same screen as Company ▸ Fixed Asset Manager. | Fixed Asset Item List | |
| Price Level List | The customer groups screen, where each group's discount or price list is set; invoices apply it to the group's customers. Also on the Customers menu. | Price Levels | |
| Sales Tax Code List | The Taxes screen (tax rates and tax groups), as a screen of its own. SeroBooks checks the tax-settings permission first. | Sales Tax Code List | |
| Class List | The Class List. | Classes | |
| Other Names List | The Other Names List page, over the Home Page. Needs permission for the Vendor Centre. | Other Names List | |
| Customer & Vendor Profile Lists ▸ | A submenu of eight small lists; see below. | Lists in SeroBooks | |
| Memorized Transaction List | The Memorized Transaction List: transactions saved to repeat. | Ctrl+T | Memorized Transactions |
| Templates | The Templates page, over the Home Page. Needs permission for the Invoices list. | Templates | |
| Custom Fields | The Custom Fields page, over the Home Page. Needs permission for the Customer Centre. | Custom Fields | |
| Add/Edit Multiple List Entries… | The Add/Edit Multiple List Entries page, over the Home Page, for entering or changing many list entries in one grid. Needs permission for the Customer Centre. | Add/Edit Multiple List Entries |
A grey line separates the lists above from Memorized Transaction List, Templates, Custom Fields and Add/Edit Multiple List Entries….
Customer & Vendor Profile Lists
Point at Customer & Vendor Profile Lists to open the submenu.
| Item | What it opens | Read more |
|---|---|---|
| Terms List | The Terms List page, over the Home Page: payment terms such as Net 30, used on customers, vendors, invoices and bills. Needs permission for the Customer Centre. | Terms List |
| Payment Method List | The payment methods screen, as a screen of its own. SeroBooks checks the payment-methods permission first. | Payment Method List |
| Customer Type List | The Customer Type List page, over the Home Page. Needs permission for the Customer Centre. | Customer Type List |
| Vendor Type List | The Vendor Type List page, over the Home Page. Needs permission for the Vendor Centre. | Vendor Type List |
| Job Type List | The Job Type List page, over the Home Page. Needs permission for Jobs. | Job Type List |
| Customer Message List | The Customer Message List page, over the Home Page: messages to print at the foot of invoices and other customer forms. Needs permission for the Customer Centre. | Customer Message List |
| Ship Via List | The Ship Via List page, over the Home Page: shipping methods. Needs permission for the Customer Centre. | Ship Via List |
| Vehicle List | The Vehicle List page, over the Home Page, for vehicle mileage. Needs permission for Jobs. | Vehicle List |
How these items open
- Screens (Chart of Accounts, Item List, Fixed Asset Item List, Price Level List, Class List, Memorized Transaction List) open as screens of their own, in their own window when you use Multiple Windows.
- Pages (Other Names List, the profile lists, Templates, Custom Fields, Add/Edit Multiple List Entries) open over the Home Page, as in QuickBooks. Esc takes you back to the Home Page. Your role needs permission for the screen named in the table, but that screen is not opened.
- Sales Tax Code List and Payment Method List open administration screens, each with its own permission.
An item your role cannot reach is left off the menu. If every item in the profile-lists submenu is out of reach, the submenu itself is not shown.
Common problems
- Ctrl+A selects text instead of opening the Chart of Accounts. Inside a text box Ctrl+A is select-all. Click outside the box first, or use Ctrl+Shift+A, which opens the Chart of Accounts from anywhere.
- Profile lists are missing. Most of them need permission for the Customer Centre or Vendor Centre (they open over the Home Page, but use that centre's permission), so a role without those centres does not see them.