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
- 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
- Users and User Groups
- Mail notifications
- Automation Manager
- Aico Announcements
Modified on Mon, 16 Jan 2023 at 11:36 AM
The Tasks view shows you the tasks that have been generated for the specific period and their associated status such as initialised, running, completed etc.
1. These shortcuts are saved filters and provide a quick way to see only Account Reconciliation or Closing tasks, for example.
2. The period whose documents you are viewing and the navigation to scroll through past and future periods.
3. This is the main content view which shows the task:
- Company code
- Process code
- Task name
- Start time
- End time
5. Note that from 22.2 it is possible to configure this content for each customer (not each individual user) to include, for example, Aico document template codes. Drop down the list of parameters and click to tick the ones you want to display. If you then press Save you will affect the view for all Users.
On the far right-hand side, you will see the filter icon. When pressed, it will open the filter pane.
Each box has a drop-down menu so you can search for documents in a very specific and targeted way.
You can choose more than one value for each filtering category.
If you want, you can save your filters as shortcuts which then appear on the top of the tasks page. This is done by saving the filter criteria against a shortcut name. If you tick the "Common" checkbox, then this shortcut will be available to all Automation manager users.
Once saved, the shortcut will appear under the Own Lists drop-down. Once on that list, click the star next to the shortcut to lock it to the top bar and it will turn yellow.
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