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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
Task generation
Modified on Wed, 26 Apr, 2023 at 4:10 PM
In Aico, you can generate tasks for a given period. Managing your period tasks in Aico, you will be able to:
- Create a new period
- Open and close a period
- Generate tasks for a period
- Regenerate tasks for a period
This article will show you how.
Opening and generating the period tasks
Using filters
Regenerating periods
Opening and generating the period tasks
First, you need to select or create the new period for which you want to generate or regenerate the tasks. Go to:
1. Admin tools
2. Periods
From here, either:
3. Select the period for which you want to generate the tasks for
Or
4. Create a new period
You can open the period and then generate the tasks or vice versa but tasks will not start to run until the period is open.
5. Where the period is already generated, you will be presented with summary information about the current running status of all tasks for that specific period.
Using filters
It is possible to generate only certain tasks based on the available filters.
Filtering can be based on Processes, companies, task types, such as SAP reconciliation or manual workflow, and individual tasks. These can be used in any combination.
Regenerating periods
After the tasks have been generated for the period for the first time then the Regenerate button appears at the bottom of the page.
Press Regenerate and Aico will generate any new tasks that have been added or activated since the period tasks were first generated.
Now read the next article to find out how to resolve task issues.
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