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Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
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Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Universal Settings
- Dashboards
- Closing Tasks
- System Manager
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Automation Manager
- Introducing Automation Manager
- Core Set Up
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Task Templates
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- Tags
- Task Generation
- Companies
- Administrative tasks
- Aico Announcements
How to create your first request
Modified on Thu, 17 Nov 2022 at 02:50 PM
This article will show you how to create and submit a new request.
TABLE OF CONTENTS
Opening a new request
1. On the top left-hand side of the screen, you will see an Actions tab. Click on the down arrow.
2. Select New document from the drop-down list.
This will open a blank document. To create your new request, you need to work through the options from the left-hand panel.
3. First, select your company from the Company Code drop-down list.
4. Choose the request type from the Document template drop-down list.
5. Complete the required data depending on your selected document template. Fields marked with an * are mandatory. These will be set up as per your company policy.
6. Click on the plus signs in the middle panel to add any required comments and/or attachments.
7. Click Validate to check if all required data is filled out correctly.
Validation errors
If you have not completed a mandatory field, the relevant line will be highlighted.
And a pop-up will ask you to check your data.
If there is missing or invalid data, you will be given more information across the top of the screen in a yellow bar.
Complete the fields as requested and press Validate again.
After validation
Once the validation has been completed successfully, you can perform a number of other actions on the document.
These actions include:
- Save as draft. Only the creator can see and edit a draft and it is unavailable to other users in the system.
- Save to create a request. This generates a unique reference number for the document.
- Click Submit to send the request for approval.
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