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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
Column adjustments
Modified on Thu, 24 Nov 2022 at 11:24 AM
You can make changes to an Aico list in a few simple steps.
If you are working on your own personalised list, you can permanently save your changes when you click Save in the header row of your dashboard.
You can also make temporary adjustments to columns in a shared list. These adjustments will only last the duration of your session and then reset to the default layout. Only those with the shared dashboard admin rights can permanently save changes to the shared dashboard.
Sort dataResize columns
Change column order
Sort data
Click in the column header to sort the data.
Each time you click, the data will be sorted into ascending and then descending order. You will know how the data is sorted by looking at the column header.
An upward arrow means the column is sorted into ascending order. A downward arrow means the column is sorted into descending order. To remove data sorting, simply scroll through the ascending and descending options until the arrow disappears.
You can sort by multiple columns by selecting your preferred ascending/descending setting in each of the respective columns. Aico will sort the data in the order in which you select the columns, which you can see based on the column numbering.
Be careful when using the Aico document number as your first column for sorting, as any subsequent column sorting will not affect the order.
Resize columns
Hover over the vertical line dividing two columns. Drag the double-arrow cursor to the left or right of the column header to adjust the column width.
Then click Save.
Change column order
Click and hold in the column header area, then drag the column to the desired position.
When the column has been moved sufficiently to drop into a new position, you will see two small black arrowheads, to the right of which your column will be moved.
Then click Save.
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