Let's say you're an accounting or bookkeeping firm that has more than one office location that you want to track in Aero. Aero doesn't have a "Location" field as part of the customer information screen, so how can you track locations? There are several different ways to do this in Aero– and which one you choose depends on what sort of reporting information you want.
1. Use the Account Number field
This is the most straightforward. If you are not using the Account Number field in the customer information, you can enter a location there. This will allow you to sort and group your customers by location and run a customer list by location.
2. Use the Hat Field
If you want to be able to sort tasks by location, the Account Number field won't be enough for you. You might consider using the "Hat Field" for tracking locations.
- First of all, set up your list of locations in Setup > Hats.
- Then when you're creating Aeros and Master Aeros, choose the Hat/location for each:
- You'll then be able to run time reports by location:
Add Location to your Aero Types
Add a location name to your list of Aero Types. This option will give you the most reporting by location, but you may end up with duplicate Types. You might have a list of Aero Types that looks like this:
Which allows you group and filter your Aeros by location:
And also get reporting by location:
Use Projects to Track Location
Instead of using Aero Types or Hats to track Aeros by location, you can use Project. First, you would create an open-ended project for each location:
Then select the correct Project when creating Aeros and Master Aeros.
You'll then be able to group and filter your Aeros by Project/Location:
And also run reporting by Project/location: