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SeroBooks
Knowledgebase · 10 articles

Administration

Users, roles and permissions, taxes, payment methods, business settings, app settings, theme and subscription.

People and access3

Set Up Users and RolesAdd the people who work in your books, give each one a role, choose the locations they work at, and reset passwords.Roles and permissions explainedHow a role decides what each person sees and may do in SeroBooks, the View and Allow columns, the ready-made roles, approvals, and every permission in the tree.Staff sign-in names (name@business)How staff logins are made from a name and your company's staff login handle, how the handle is chosen and why it locks, and how staff sign in with it.

Admin4

The Admin screenThe Admin screen gathers company set-up tools in one place — items, categories, units, taxes, users and roles, payment methods, printers, live support, the Back Office and product import.Tax rates and tax groupsCreate the tax rates your company charges and pays, combine them into tax groups such as GST plus PST, choose the default for new products, and tell the books which tax each rate is.Payment methodsChoose which ways of paying your location accepts — cash, card, cheque, other and up to seven methods of your own such as e-Transfer or Wire — and where each one lands in the books.Business and location settingsWhere your company's details, locations, the location this computer works in, receipt layout and the Back Office business settings are kept, and how locations affect users, payments and reports.

This computer3

App SettingsThe settings for SeroBooks on this computer — integrated card terminals and card surcharge — and Delete Account.App theme and coloursChoose the colour theme SeroBooks uses on this computer — the top bar, window title bars, buttons, selected tabs and page backgrounds all follow it.Your subscription and planHow your SeroBooks plan is bought and managed on the web, what the free trial unlocks, what plan locks look like in the app, and what happens when a subscription ends.