Create Accounting Software Types

Accounting Software Types in Aero give you the ability to create a list of the various kinds of general ledger software your clients use and your firm supports. Once you have created this list, you will be able to select an Accounting Software Type from a dropdown list in the customer record. A typical list of Accounting Software Types might look like this: 

To create your list of Accounting Software Types:

1. Navigate to Aero Settings > Software Types
2. On the Setup Accounting Software Types screen, click Add New
3. Enter the software Type name and then click Save & Close – or Save & New to add another one.