From the Setup drop-down menu, choose Aero Types. Find the Aero type you want to edit and click the blue View button on the left. When the Edit Aero Type screen opens, the fields available for editing are as follows:
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 | Whether or not the Aero Type is active and will show in the Aero Type drop-down menu. |
When you are done editing the Aero type, click the blue Save and Close button and you will be returned to the Setup Aero Types screen. You can click the Close button to close the edit screen without saving.
*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.
Comments
0 comments
Please sign in to leave a comment.