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
How to archive documents
Modified on Tue, 23 May 2023 at 01:25 PM
This article will show you how to archive Aico documents from Automation manager.
Typically we do not want to archive Account reconciliation and closing tasks until the entire month end process has finished. This is because archived documents will automatically disappear from our active dashboards.
The benefit of this new approach is that it will automatically archive completed documents after the archive due date is set, removing the need to run this Automation Manager task.
You will need to go into Automation manager and create a new task template. Read this article if you don't know how to do this.
1. Start by creating a new task using the Complete Aico document task type.
2. Set the templates used by the tasks (Aico documents) that you would like to archive.
3. Set the Completed workflow status as we only want the task to archive those documents that are already completed. See the Forced completion task for how to deal with documents that are not yet completed.
4. It is possible to set this task to affect all companies even though you only connect it to a single company to run it. If you want to control this at an individual company level then leave this unchecked and connect the task to multiple companies.
5. Tick the Archive completed documents box.
6. You can have an action log comment added to the document when it is archived.
7. You set this to run automatically against a dedicated schedule group where you set the timings for the archiving task to run each period.
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