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
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
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- 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
- How to create a preparer start time
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Using Quick Filters
Modified on Thu, 12 Jan 2023 at 12:48 PM
This article will talk about how to use Quick filters in either a dashboard or a list view.
- What are Quick Filters?
- Date-based lists
- Numeric lists
- Multi-select (available from version 22.1 onwards)
What are Quick Filters?
Use Quick filters to narrow down the amount of data visible in a dashboard or list.
Quick filters can be found at the top of each page but are also added automatically at the top of each column in a list view.
Here are the Quick Filters locations in the list view.
Here is the Quick Filters location in the dashboard view.
This article will focus on the Quick filters available in the list itself. Click here for an article about how to use Quick filters in a dashboard.
You will automatically get a Quick filter at the top of each column in a list view. It is also possible to add more Quick filters when creating your dashboard. The type of filter available depends on the column data type.
Where the data value is text, such as with a Company Name, Workflow Name or Workflow Status, you will get a drop-down of available values based on the content. These filters are used when the value is for a limited number of predefined items.
Start typing in the box below the column header. The available values you can filter by are shown as you type.
If the data type is a date, you will get the ability to pick a date to use as a filter criterion. Aico won't show you a long list of dates. You simply pick the date you are looking for or set a value in a number field.
In the Originally created at column, you can either:
The Period column filter will show you a list of available periods based on the data in the list. In the example below, the list starts with 2020-12 and jumps to 2021-12. This means there are no documents in this list for the intervening periods.
Where the data type is numeric, you can input the number to use as your filter criteria.
For example, to find a specific Aico document, type the number in the box, and that document, should it be available in that list, will be selected.
Multi-select (available from version 22.1 onwards)
You can select multiple items from a list at any one time.
For example, Company code.
1. Hover over the Company code box. A grey filter icon will appear. Notice at first, that it has a line through it. This shows nothing has been selected.
2. Once you click on it, the filter icon is in black, and the box is outlined in dashes.
3. Click in the box to bring up a list of all the company codes. You can now click on as many company codes as you like. Selected company codes will turn orange. A drop-down will appear in the left of the box and tell you how many items have been selected.
The filtering will happen in real-time, so as you add new search criteria, the list will add in the new criteria.
To deselect a value, in this case a Company code, click it again and the orange highlight will disappear.
You can clear the multi-filters in two ways:
1. Click on the orange Clear search filters button to clear all the filters on a list.
2. Click on the X in the column filter box to clear the filters on just that column.
You can turn the multi-filter off by clicking on the filter icon in the right of the box again. The grey dashed outline will be replaced by the solid grey box again.
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