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
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Using dashboard quick filters
Modified on Thu, 17 Nov 2022 at 02:41 PM
At the top right of any dashboard or list, you will find a dynamic set of quick filters.
The example below is taken from the Journals List.
Here, the quick filters allow you to narrow down the number of documents by:
Each quick filter offers a different way to narrow down your search by criteria:
This simple toggle filters results by whether or not the document has been posted. The filter currently in use is orange. Clicking on the X removes the quick filter.
By clicking here, you activate a drop-down of all your account numbers. You can also start typing the number in the box. Clicking on the X removes the quick filter.
Both Period and Date range filter data by a specific range.
When you click on Date range, you have two options:
1. Choose the start or end date from the calendar date picker that appears.
2. Type in the number of days in the past you want to search by.
When you click on Period, you will choose the specific period you are searching for.
Multi-Select (available from version 22.1 onwards)
You can now select multiple values in a dashboard filter. This allows you more flexible and fine grained reporting.
Click on the multi-select icon which appears on the right-hand end of a filter when you hover.
1. Click all the items you want to filter.
2. A new Clear search filters button makes it easier to show that filters are set and remove them.
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