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
- Closing Tasks
- Users and User Groups
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- 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
- Task Generation
- Administrative tasks
- Aico Announcements
Create a journal by copying existing journals
Modified on Thu, 12 Jan 2023 at 09:21 AM
You can create a new journal based on a copy of an existing one. This option is available if the original journal has been saved.
Copy a journal
1. Open the journal you want to copy.
2. Click Create copy from the top row of buttons.
A new journal template opens with certain fields copied from the original journal. Information may be pulled through to the Header area (A), Row Data area (B). The fields that are copied across depend on your company's configuration.
An Action log entry is made in the newly created document to show from which document it was copied (C).
3. Complete the journal entry with the missing information.
The header and row data copied from the original journal to the new copy are defined by your own company's configuration.
When you copy a journal, you can define in the configuration which fields are cleared and which remain prepopulated when a copy is made. For example, posting and document dates are often cleared when a copy is made.
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