Using Projects in Aero
Aero gives you the ability to look at your client work from many different views such as by Type, by Client, by Team Member (to name just a few) [...]
Aero Templates and Master Aeros: Setting up Your Accounting Workflow
We are often asked what the difference is between Aero Templates and Master Aeros. While it's true that at first glance they look very similar, there are [...]
Re-assigning a Task in Aero
A common accounting workflow is to have one person do most of a task and then have another person finish it or review and approve it. You can [...]
Aero Types: Best Practices for Success
Aero Types are meant to organize the activities your accounting firm does during the day. Ideally if you set them up correctly, they will provide actionable metrics [...]