Recent Articles

• Copying roles at the company level
  It is possible to take the role set up for all users for company A and copy those roles to company B. This takes all users who currently have roles in company A and gives those same users identical roles in company B. You can also copy roles to multiple companies in the same way. Copy user rol...
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• How to use Smart tags in Aico
  This article will explain the use of Smart tags when creating tasks in Automation manager. Smart tags are used to set task parameters typically to change the values in a smart way. For example, instead of setting a fixed date, you can refer to a smart tag date of Last Period Calendar Day which ...
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• How to create a journal from an excel report
  Aico closing tasks are able to import and attach files as part of a closing task and this feature is described in this article on how to attach a file from a file share. If the file attached to a closing task is in Excel (.xlsx) format or a CSV (.csv) file, which Aico automatically converts t...
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• How to attach a file from a file share to a closing task
  This article covers: Setting Up File Attachments Setting up the Automation manager task   Aico’s Closing Task solution allows users to import and attach files of any type to a closing task. This functionality supports all file formats such as PDF, XML, XLSX and CSV enabling users to effi...
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• Set a custom schedule
  Most task templates are simply connected to a schedule group which is already set up with a start and end time. It is, however, possible to use a custom schedule to give a unique start and end time to a task. This can be done at either a task template level or even an individual company level ta...
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• Set up an import template to extract Excel data
  Aico closing tasks are able to import and attach files as part of a closing task. This feature is described here: Attach a file from a file share to a closing task. Where that file is an Excel (or CSV which Aico will automatically convert to an Excel) then it is possible to use an import templa...
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