My Company Settings

From Setup > My Company  you can reach the My Company Settings page. Here is where you can set your preferences for the entire firm.

Your choices are:

Auto Sync Time If this box is checked, all time that is logged in Aero will automatically be synced to your QuickBooks Online account. For more information, see How the Aero – QBO Sync works. If you don’t want all time to automatically sync to your QBO account, you can leave the box unchecked and use the Batch Update Time feature to approve only certain time entries.
Default Hourly Rate You can designate a company wide default billing rate.
Billing Rate Option Aero allows you to have dynamic pricing. You can choose to have your hourly billing rate set in four different ways:

  • Item– If you choose Item, the rate for your billable hours will be taken from your QuickBooks Service Items. This option is only available if your Aero account is synced to a QBO account.
  • Customer – If you choose Customer the rate for your billable hours will be taken from the hourly rate you set for each customer in Aero
  • Team Member – If you choose Team Member the rate for your billable hours will be taken from the hourly rate you set for each Team Member in Aero
  • Company –  If you choose Company the rate for your billable hours will be taken from the hourly rate you set for your Company in the Default Hourly Rate field.
Default Aero Type Choose a default Aero type for the Company. This type will auto-fill when you create a new task, appointment, note, or email. This Company default will be over-ridden by Team Member defaults.
Save Click the Save button when you are done to save the changes you’ve made to your Company settings
Updated on August 7, 2017

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