The concept of Hats in Aero allows you to track how much time is being spent by your team wearing various different hats. You can set up a list of Hats that represent different functions or experience levels, such as CFO, Controller, Bookkeeper, Admin, Sales, etc. Or you can set up a list of Hats that represent specialties– Bill.com guru, QBO Expert, Social Media Maven, etc.
To create a new Hat
- Navigate to Aero Settings > Hats.
- Click Add New
- Enter a name for your hat and then click the Save & Close button
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