What this does
Settings › Data and security is where you look after the company file. It needs an open company.
What is on the page
- Company file. Where it is saved, with a warning and Move to the SeroPayroll folder if it sits in a cloud sync folder. The licence that last wrote it. Download company file, Save a copy to… and Check the company file.
- Folder for new company files. Where new files are saved, with Change…. A warning shows if the folder is inside OneDrive, Dropbox, Google Drive or iCloud Drive. See Company files and cloud sync folders.
- Move to another computer. Export company file…, Import company file… and Send by email…. See Move a company to another computer.
- Backups. Back up now and Restore as a copy. See Backups and restore.
- Trash. Open Trash. See Trash and restore.
- Password and recovery key. Change password. See Passwords and the recovery key.
- Sign out after inactivity. 5, 10, 15, 30 or 60 minutes, or Never. See Sign in and the inactivity sign-out.
Check the company file
Choose Check the company file. It reads every page and the structure. The result says "The company file is healthy" or "Problems found: {details}". If you see problems, restore a backup as a copy.
Good to know
- Only an admin can open this page when the company has users.
- In the browser edition, folder backups are not available. Use Download company file. See Browser edition: storage and Download company file.
- Viewing a full SIN is not set here. It asks for the company password, or an admin's PIN.
- The inactivity time belongs to this device, not to the company.