Accounting Software Types in Aero gives you the ability to create a list of the various kinds of general ledger software your clients use and your firm supports. Once you have created this list, you will be able to select an Accounting Software Type from a dropdown list in the customer record. A typical list of Accounting Software Types might look like this:
- From the Setup drop down menu, choose Accounting Software Types.
- On the Setup Accounting Software Types screen, click on the down arrow to the right of Setup Accounting Software Types and choose Add Software Type.
- The Create New Accounting Software Type screen will pop up with the following fields:
|Name *Required||The accounting software program’s name.|
|Save and New||Save the current Accounting Software Type and create a new one.|
|Close||Return to the Setup Accounting Software Types screen without saving.|
|Save and Close||Save the new software type and return to the Setup AccountingSoftware Types screen|