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
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- 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
- Manual closing tasks
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
- Managing PDFs
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- 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
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Aico document headers
Modified on Fri, 10 Feb 2023 at 02:09 PM
The Aico document headers are used to set values for classifications like risk, priority, task group etc. These are then used mainly for reporting purposes in the dashboards.The Aico document header section will appear in the template once you have selected the template you wish to work from in the Aico Document section.
In the image below, you can see the Aico Document Template has yet to be chosen, and so only the Preparer workflow settings and Approver 1 workflow settings are available.
Below, a template has been chosen and so you can now proceed to complete the Aico document headers.
Each customer will have chosen different Aico document headers that they wish to use. Your own headers and the possible values that they can be set with may be different from those shown below.
- Where the header is connected to a value set, a drop-down arrow will appear and show the list of available values.
- Where the header is a free text field, you can simply type in the value you want to use in the task.
- These headers can also be set by smart tags which allow you to set values that move in time with the task. For example, Period Last calendar Day will set the last calendar day of your closing period, without requiring monthly maintenance.
- The required details header allows you to select any evidence you want to make mandatory for that specific task. For example, making a comment or an attachment mandatory.
Next move to the workflow settings article.
Was this article helpful?
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
We appreciate your effort and will try to fix the article