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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
Admin tools
Modified on Mon, 6 Feb, 2023 at 11:00 AM
Here you maintain the administration side of Automation Manager.
The Admin Tools button is only visible to Administrators.
Admin Tools allow an Administrator to maintain a number of key functions:
Periods - create periods and generate tasks
Holidays - set holiday days in holiday calendars
Processes - create and change processes
Processes for Company - associate processes to companies in bulk
Tags - create tags which can then be linked to companies and tasks
Country - add and maintain countries which are then linked to companies
Holiday Calendars - create and maintain holiday calendar names (work days are set in the calendars in the Holidays area above)
Custom Calendars - create and maintain the custom calendar names (the actual days are set in each period from the Periods area above)
Schedule Groups - create and maintain the schedule group names (the actual start and end times are set in the Timetables against each schedule group)
Export/Import - allows you to export and import the task templates in bulk
Audit Log - see the log of all changes to the master data
System settings - allows many of the more technical settings to be maintained, such as appointing administrators, purging task settings, language, page size etc.
Integrations - create and maintain ERP integrations
Mail templates - you can set up emails to be sent when tasks go into error
Task type configuration - allows you to control what task types are available and set editability and visibility of individual parameters within a task type
Background worker status - you can see the tasks being processed through the background services
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