-
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
- Universal Settings
- Dashboards
- Closing Tasks
-
System Manager
-
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
-
Users and User Groups
-
Automation Manager
- Introducing Automation Manager
- Core Set Up
-
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
-
Aico Announcements
-
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
-
Announcements
- Aico Reviews
How to add an attachment to a task template
Modified on Thu, 22 Jun, 2023 at 3:41 PM
This article will show you how to add an attachment to a closing task which can then either be simply copied into the Aico document the task is creating or used as an import template to pull data from the attachment into the Aico document headers and rows.
In Automation Manager, go to:
1. Manage
2. Task templates
3. Open the template to which you want to add the attachment.
Scroll to the very bottom of the task set-up page where you will find the attachments area and press add.
Click Choose files, select the file you want and press Upload, then Yes in the Save dialogue box that will appear.
Once the attachment is saved to the template, go back up to the Aico Document task parameters:
1. If you want to simply copy the attachments into the Aico document, click into the Copy attachments box.
You will see a list of all the attachments you have added.
Select the one(s) you want to copy across to the closing task.
2. To use an attachment as an import template, click into the Import Template box.
You will see a list of all the attachments you have added.
Press Save at the bottom of the page.
For an example of when you might use the import template, see this article about setting up an SAP program with proposed journal.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article