Cloud sync add-on

Cloud add-on: drafts and "Resume where you left off"

With the Cloud add-on, a half-finished form saved on one computer can be resumed on the next.

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What this does

SeroPayroll saves half-finished forms as drafts. With the Cloud add-on, a draft is shared with your other computers. You can start a form on one computer and finish it on another.

Steps

  1. Start a form, such as the add-employee wizard. Stop before you save.
  2. Wait a few seconds, or leave the screen. The draft is saved, and then synced.
  3. On the other computer, open the same screen or record.
  4. A box asks "Resume where you left off?". It says who left the changes and when.
  5. Choose Resume where you left off or Discard.

Good to know

  • Drafts are the only records settled silently when two computers change the same one. The last writer wins.
  • A successful save removes the draft everywhere.
  • Bank account numbers are never kept in a draft.
  • The draft is stored encrypted in the company file.
  • The new-company wizard keeps its draft on the computer only.

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