-
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
- Universal Settings
- Dashboards
- Closing Tasks
- System Manager
-
Automation Manager
- Introducing Automation Manager
- Core Set Up
-
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 link documents manually
Modified on Fri, 18 Nov 2022 at 11:03 AM
In the Linked Documents area of a journal, you can add a link to other available documents that are related to the current document.
1. Open the document that you want to link and click Copy document link to copy the link to your clipboard.
2. Open the document to which you want to add the copied link.
3. In the Linked Documents view, click Add linked document. The ability to add linked documents depends on the template set-up, so this may be greyed out if the template does not allow linked documents to be added.
In the Add linked document dialogue box, fill out the following data:
Document link: Paste the copied link.
Description: Enter additional information.
Click Add.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article