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