How to setup your new Aero account Walk through these first few step to begin to setup your Aero account. Read More...
How to setup your client work in Aero While there are many, many different methods for getting all your firm’s work into Aero, there are some best practices...
Setup a Team Member To add a new Team Member: Read more... Before creating a new team member, you MUST first add them as a...
Setting Security Levels for Your Staff The Security Levels in Aero Workflow allow you to control which areas of Aero your staff can access and what client...
Add New Aero Type Aero Types allow you to organize you firm’s work and time in Aero. They are the types of work your...
Importing Customers, Contacts, Email Addresses If you didn’t connect your Aero account to a QBO account, you may want a little help getting all of...
Add New Company If you connect your Aero account to your QuickBooks Online account, all of your QuickBooks Customers will be imported into...
Create New Contact If you linked your Aero account to your QuickBooks Online account, Aero automatically imported all of your customer contacts- but...
Create New Project Projects in Aero are groups of Aeros and Master Aeros. You can set up a project and then associated Aeros...
My Company Settings From Setup > My Company you can reach the My Company Settings page. Here is where you can set your...
Add New Accounting Software Type Accounting Software Types in Aero gives you the ability to create a list of the various kinds of general ledger...
Create New Procedure Procedures are the documented information related to how your firm performs the service it provides. You can add print screens...
Create a Procedure Type Procedure types help you organize your firm’s procedures. Some firms might have procedure types “Firm”, “Services”, “Client”. Others may organize by...
Create a Project Type Project types help you organize your projects and find them on the Manage Projects screen. Your project types will reflect...
Add New Hat The concept of Hats in Aero allow you to track how much time is being spent by your team wearing...
Manage Project Types Setup > Project Types takes you to the Manage Project Types screen. You can use the sort and filter features...
Manage Procedure Types Setup > Procedure Types will bring you to the Manage Procedure Types screen. You can use the sort and filter...
Manage Hats The concept of Hats in Aero allow you to track how much time is being spent by your team wearing...
Manage Team Members Setup > Team Members will bring you to the Manage Team Members screen. You can use the sort and filter...
Assign a Security Level The security level that you assign to a team member controls which areas of Aero WorkFlow they can access, what...
Change Your Password Once you are logged in, you can change your password from any screen. Click on your username in the upper-right...
Companies and Contacts Aero Workflow is designed to be as flexible as possible. You can add a contact without a company and add a...
Definition of Terms in Aero Accept an Aero – When you click the icon on your Aero list and the timer starts running, you have...
Open a New Aero Account Linked to QBO It’s important to note that Aero connects to your firm’s QBO account, not your clients’ QBO accounts. Also be aware...
Register for Certification Aero Certification is available to you at no cost so that you can make sure you and your team are...
Duplicate the Get to Know Aero task If you don’t have access to the Aero Library yet, as you add new team members, you can find the...