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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
Introducing Automation Manager
Modified on Fri, 25 Nov 2022 at 12:52 PM
Automation manager is where Administrators maintain their master data. It is used to generate tasks based on a schedule and assign them to specific users to complete.
Examples of such documents are:
- account reconciliation tasks
- closing tasks
- monthly journals
Depending on your Admin rights, you are able to perform the following tasks:
- Managing tasks and task settings.
- Managing company-level settings.
- Performing monthly routines, such as generating and regenerating tasks.
Your screen may look different, depending on your Admin Rights and Roles. However, on your screen, you will see:
1. Your user settings, with information such as your language format and time zone
2. The tabs you have access to
3. The tabs for the specific screen you are in
4. The content for the specific section
5. Navigation to move through the pages
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