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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
- System Manager
- Automation Manager
- Aico Announcements
How to set a dashboard date range
Modified on Wed, 23 Nov 2022 at 11:47 AM
To define a permanent date range for documents to be included in your dashboard:
1. Open an existing dashboard or create a new one.
2. Open the configuration view by clicking on the cog wheel icon.
3. Click the Date range filter field. Define the following filters in the dialogue box:
Days in the past: This is the most common way of using this filter. Simply set the number of days in the past that includes all active documents and any archived documents that have been created or archived within these days.
You can also use this to set:
Start date: Set the start date for the date range.
End date: Set the end date for the date range.
4. Click OK to confirm the settings or Clear search filters if you want to clear all filter settings.
5. Click the Save button at the top of your dashboard.
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