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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
- Working with Reconciliations
- Universal Settings
- Dashboards
- Closing Tasks
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System Manager
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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
- Maintenance
- Periods
- Companies
- Archiving
- Managing PDFs
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Users and User Groups
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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
- How to create a preparer start time
- Cross company dependent tasks
- Related link types
- Task Generation
- Companies
- Administrative tasks
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Aico Announcements
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Announcements
- NEW: Journal Entry Automation Deep Dive
- Aico Skills Lab: Journal Entry Configurations Tricks & Tips (Rescheduled)
- NEW: Aico Skills Lab Tips & tricks for Aico Journal Entries configuration
- NEW: Account Reconciliation Skills Lab Exclusively for Super Users!
- Public holiday dates 2024: Aico Support Unavailable.
- NEW: Software Release Presentation: Enhancing User Experience 24.1
- Public holiday dates 2023: Aico Support Unavailable.
- Release notes
- Maintenance Schedule
- Support Alerts
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Announcements
- Aico Reviews
Receiving email notifications
Modified on Fri, 18 Nov, 2022 at 10:49 AM
Messaging in Aico is handled through email notifications. The Aico installation team or your system administrator will set this up for you.
You might receive emails because of the following:
- You are on a subscription list
- You have received a direct notification
- The document is in an error state
You are on a subscription list
A subscription list is a list of documents from a specified shared dashboard list chart. The list might, for example, contain all documents waiting for approval or documents that are now 24 hours late. These notifications can be sent out each time a new document is added to the list or once/twice a day showing all the documents on the list.
Your administrator can configure the subject and content of these emails.
The message can contain a list of any of the following:
- all the documents from that shared dashboard
- the newly added document
- a link to a dashboard
You have received a direct notification
These notifications are sent to authorised users who are selected to perform desired actions, for example, to sanction an approval request.
These direct notifications are generated when someone submits a document that required additional approval and chooses your name from a list of approvers.
The document is in an error state.
Aico's Background service will send out error messages where the document goes into an error state. For example, when a transfer error occurs.
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