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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
Introducing Currency Amount Groups
Modified on Mon, 3 Apr, 2023 at 2:11 PM
Currency amount groups can be used in several places in Aico. The most common use cases are:
- To set approval limits in different currencies which can then be assigned to individual Users. For example, As Approver 1 Jane Doe can approve up to EUR 500,000 whereas John Smith can only approve up to EUR 250,000
- To determine the number of approvers required for an Aico document. For example, if the document amount is over USD 500,000 it requires one approver whereas if it is over USD 1,000,000 it requires two approvers.
- To restrict the ability of a role to transfer the document to the ERP. For example, if the document amount is over GBP 500,000 then the creator cannot transfer (post) this before it is approved, whereas if it is below GBP 500,000 then it can be transferred before approval.
On the Groups tab, you can manage the currency amount groups. The values are set per currency.
You can either:
1. Click on the group you want to manage
2. Create a new group
In the individual group pages, you can:
3. Edit the group details
4. Add or remove Group Values
5. Save or delete the group
Your system is set up with one "Default approval limit group" without an upper limit (the amount is set to -1). You should not change this approval group but you can add new groups to meet the needs of your organisation.
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