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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
- Closing Tasks
- System Manager
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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
- Tags
- Task Generation
- Companies
- Administrative tasks
- Aico Announcements
How to copy a Dashboard or List
Modified on Wed, 23 Nov 2022 at 11:41 AM
You can copy a Dashboard or List in a few simple steps.
1. Open the Dashboard or List you want to copy.
2. Click Copy dashboard. This will open a copy in a new tab.
3. Rename the Dashboard by clicking on the cog wheel on the right of your screen. This will take you to the configuration view of your new dashboard. Here, you can overwrite the existing name by clicking in the box, deleting the current name and typing in your new name.
4. Click Save.
Once saved, an X will appear in the top right of the tab. Click the X if you want to close the list view.
To reopen, go to the Actions drop-down list.
You can make this a personal favourite by clicking on the star, and this will pin the dashboard to the top of your page.
You can only make this a shared favourite by setting the Shared favourite to Yes if you are a Shared Dashboard Administrator.
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