Account Settings

• Account list management settings (Enterprise+ plan)
• Account types
• Account Groups
• Enterprise Groups
• The default setting for customer listing for the main unit and subunit
• Account Number Setting
• Custom Fields for Account Details
• Import Accounts to Heeros PSA

Before you start to add or create accounts in Heeros PSA, you need to enable the Account Settings. You can define account types, account groups, enterprise groups and extra fields for accounts. Besides these, you can also define general visibility and functional settings or define if you want to use manual account numbering.

Account list management settings (Enterprise+ plan)

This section is valid only for multi-company ERP. Please notice that settings are common for all companies, and settings can be set only by an admin user who has access for all companies.

1. Go to: Settings > Feature settings > Account - Account list management
2. Click a toggle button to set the setting on or off.

Account types

With account types you can categorize, search and report account details. Default customer types are "Customers" and "Sub-contractors". Sub-contractor type comes in handy when you activate the billing feature. You can also define if invoicing is allowed for different account types. Default account type is added by default for an account when the account is created.

1. Go to: Settings > Feature settings > Account - Account list management

2. Click Add account type.

3. Enter a name for an account type.

4. Select if an account type is default type and if invoicing is allowed.

Account Groups

Accout groups allow you to classify, search, and report account data at a more detailed level than account type. The classification can be based on, for example, contract type or company size. A single account can belong to only one account group at a time.

1. Go to: Settings > Feature settings > Account - Account list management.

2. Click Add account group.

3. Enter a name for an account group.

4. Define integration ID in case you are using any integration.

Enterprise Groups

Enterprise group is one possibility to group your accounts for reporting purposes. You can add enterprise groups from the account settings and use them in the account list and card.

1. Go to: Settings > Feature settings > Account - Enterprise group.

2. Click Add enterprise group.

3. Enter a name for an enterprise group.

The default setting for customer listing for the main unit and subunit

This section is valid only for multi-company ERP.

When you are using customer hierarchy for your account (main and sub-units), you can define what kind of account are shown on the account list. You can select to show all, main units, sub-units or accounts that doo not have relation defined.

Account Number Setting

Normally Heeros PSA's account numbering is automatic. If you want to define your own account numbers, e.g. when a need to use a combination of letters and numbers as an account number, you can set manual customer number setting on. This means that you need to define an account number for each account separately when an account is created.

Note: The customer number in PSA may not be the same as the customer numbers used in your other systems. For this purpose, the customer card can include a separate field for the Integration ID.
Refer to the integration documentation for more details.

Custom Fields for Account Details

If normal account fields are not enough to keep track of your accounts' information, you can define more fields for account details. Extra fields can include predefined values, free text, dates or links. Extra fields are shown in the account list and on the account card. You can also search customers based on the defined extra fields.

1. Go to: Settings > Feature settings > Account - Extra fields for account details

2. Click Add field.

3. Select a field type: text, text area, dropdown, date, radio, multiselect or link.

4. Define information for the fields: field name and/or options.

5. Define if field is required, and if it is shown in account details & as a column in the account list or reports.

6. Click save icon in the beginning of the row.

You can rearrange fields and options by clicking on the arrow icon in the beginning of the row or delete not needed fields by clicking the trash icon. If you are using HubSpot integration with Heeros PSA, you can also give HubSpot ID for data syncing.

Import Accounts to Heeros PSA

You can import your existing account register to Heeros PSA. Read more about an account importing.