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Getting started with Aico
How-to articles for basic tasks
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Universal Settings
Features used across all modules
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Dashboards
Create, customise and filter your charts
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Closing Tasks
Create and manage your closing tasks
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System Manager
Set up and manage the Aico system
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Automation Manager
Set up your automated tasks
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Staging API
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Aico Announcements
Announcements, release notes, maintenance.
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Aico Reviews
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Recent Articles
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API functionality and methods
The staging API allows the caller to Get list of available clients configured in the Aico system Get list of available companies configured in the Aico system Get list of document templates for a specific client. For each document template. it returns a list of which staging API header and...
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Staging import process
Staging batches The Staging API import process is built around the concept of staging batches each of which is linked to a single client. Each staging batch will contain one or more staging documents and each staging document can contain zero or more rows. Batches can be viewed either from ...
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Using Excel to import documents
Aico's staging service supports the ability to import documents through the API via Excel. Whilst the primary use for this functionality is to test the Client configuration (mappings etc.). It is possible for the customer to upload their documents via Excel. Note that each SINGLE Excel upl...
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Configure the staging client
The client is where you configure the staging to use different Aico document templates, mappings (between the staging data fields and the Aico document headers and rows) as well as where to send the Aico documents in the workflow. Once the client is configured, you can then send batches of data...
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Configure the Aico document template for staging
When the staging process creates the Aico documents from the customer data sent through the staging API, you must define which Aico document template should be used. This is defined in the staging client (described below) however you must first configure the Aico document template to behave in t...
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Introducing Staging API
The Aico staging API is a technical interface that allows customers to import documents into Aico for processing. Customers can implement automated software to send data for financial documents into Aico. In Aico, existing or new document templates, can be configured to receive this financi...
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