Companies and files

Open and switch companies

Open a company from the list or a file, switch between companies, and close one.

On this page

What this does

You open one company at a time. The company switcher at the top of the left menu lists the companies this computer knows. The Welcome screen lists them too.

Open a company

  1. On the Welcome screen, choose a company under Recent companies. Or choose Open a company file… and pick a .spr file. Company files from earlier versions end in .spay and open the same way. If the file sits in a OneDrive, Dropbox, Google Drive or iCloud Drive folder, SeroPayroll warns you once; see Company files and cloud sync folders.
  2. The Open {name} box asks for the Password or recovery key.
  3. Choose to open. You can tick Remember on this device.

Switch companies

  1. Choose the company name at the top of the left menu.
  2. Use Filter companies if the list is long.
  3. Choose another company. The current one closes.

The same menu has Open file…, New company, Manage companies…, and Switch user and Sign out when the company has users.

Close a company

Choose Close company in the company menu.

When a file is missing

The list shows "File not found — locate or forget". Choose Locate… to point to the file's new place, or Forget to remove it from the list. The file itself is not touched.

Messages you may see

  • "That password or recovery key does not open this file." Check for typing errors, and see Lost password or recovery key.
  • "This company is open in another window or on another computer. Close it there first." See A company says it is open elsewhere.
  • "This is not a SeroPayroll company file, or it is damaged."
  • "This file was saved by a newer version of SeroPayroll. Update the app to open it."

Good to know

  • Pressing Ctrl+K opens a search box to jump to a screen, an employee or a pay run.
  • A company file in a folder you move or rename stays openable. Use Open a company file….

See it in your own numbers.

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