Aero Types allow you to organize your firm's work and time in Aero. They are the types of work your firm does (not the individual tasks themselves).
For example, an outsourced accounting firm might have the following Aero Types: Client OnBoarding, Accounts Payable, Payroll, Close Period, Quarterly Review Calls, HR, Bank Reconciliation, Sales Tax Return, Use Tax Return, Admin or Overhead. Often, but not always, your Aero types will closely mirror your Service Items.
To create a new Aero Type, navigate to Setup > Aero Types. On the Setup Aero Types screen click the down arrow next to Setup Aero Types and choose Add Aero Types. The following fields are on the Create Aero Type screen:
|Type *Required||The Aero Type name.|
|Service Item||This matches the Service Items from your accounting software with your Aero Types. Matching Service Items may be necessary for your QuickBooks Online or T-Sheets sync. Choose a Service Item from the dropdown list. New Service Items are created in your accounting software, not in Aero.*|
|Class||This matches the Classes from your accounting software with your Aero Types. Matching Classes may be necessary for your QuickBooks Online or T-Sheets sync. Choose a Class from the dropdown list. New Classes are created in your accounting software, not in Aero.*|
|Active||If the box is checked, the Aero type is currently active and will show in the Aero type drop-down menu in the Aero screens.|
|Save and New||Save the current Aero Type and create a new one.|
|Close||Return to the Setup Aero Types screen without saving.|
|Save and Close||Save the new Aero Type and return to the Setup Aero Types screen.|
*If you have Advanced Tracking turned on in TSheets and have fields called something other than “Service Item” or “Class”, contact support to match those fields in your Aero database.