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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
Tags
Modified on Wed, 21 Jun, 2023 at 12:59 PM
Tags are connected to both companies and task templates to link these together. For example, you could have a tag of EMEA which can then be used to set a task for only those companies with a tag set of EMEA.
By default, Automation manager always links a country tag to each company based on the country you set. You could, for example, have several companies in Germany and create a task for posting German taxes. When the task is linked to the German tag it will automatically set all the German companies against this task.
Note that Tags are suggestions and can be used to automatically set a task against new companies added to Automation manager and given this task. It does not prevent you from manually adding such a task to a company that does not have the Tag.
Creating new tags
Start by creating your tags.
Go to:
- Admin Tools
- Country
You will find the country tags will already be set up.
Go to:
- Admin Tools
- Tags
You can create your own, non-country-related tags, for example EMEA, Sales or Production. Do not add countries in here.
Click New and give the tag a name to add a new tag.
Then connect the tag(s) to each company. Note that the country tag is automatically added based on the country you connect the Company to.
When the tag is set on a task template it will clear all the companies, if any are already set, and suggest only those companies that have the tag. In the example below, the EMEA tag has been set, and the three companies with the EMEA tags are proposed.
If you add a new company and give it a tag, then it will automatically be added to any task template that also has the same tag.
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