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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
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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
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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
- Task Generation
- Companies
- Administrative tasks
- Aico Announcements
How to create a milestone task
Modified on Thu, 02 Mar 2023 at 03:45 PM
What is a milestone task?
A milestone task is a summary task used to track the progress of a set of lower level tasks.
For example, you might have a milestone task of "All Accounts receivable tasks completed" which has two more detailed tasks such as "Manual invoices booked" and "Bad debt provision posted".
The two detailed tasks would be set as predecessors to the milestone task and once the predecessors are completed the milestone task would then itself be automatically completed.
How to set a milestone task
There is a header in Aico Automation manager called “markAsCompleted.” This header has an extremely specific purpose in creating milestone tasks. When the task is running in Automation manager, Automation manager will automatically set the document to completed if it sees that this header is set to True.
To set a milestone task, tick the “Milestone Task” header in the manual task template.
This is then set to True or False in the task set-up in the Automation manager master data.
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