Procedure types help you organize your firm's procedures. Some firms might have procedure types "Firm", "Services", "Client". Others may organize by "Accounting", "Consulting", "Internal". Still others may organize by the Solution Provider name of the various procedures they perform, i.e. "QuickBooks Online", "QuickBooks Enterprise", "Bill.com", "Aero", etc.
Procedure Types allow you to group your procedures by type in the Manage > Procedures grid and make it easier to find a particular procedure when you need it.
To create a new procedure type:
- Navigate to Aero Settings > Procedure Types.
- Click Add New
- Enter the Procedure Type name and click the Save & Close button
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