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
- Export journals to e-binder
- 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
- 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
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
How to set up a forced completion task
Modified on Tue, 23 May 2023 at 01:15 PM
This task is designed to force any uncompleted tasks into a completed status and archive them.
You will need to go into Automation manager and create a new task template. 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 force to the completed workflow status.
3. Set the workflow statuses that should be considered in the task. For example, the task should only complete those Aico documents in the Waiting or Returned to Approver workflow status.
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, leave this unchecked and connect the task to multiple companies.
5. Tick the Archive completed documents box as it is most common to have the task archive these documents once they have been forced to the Completed status.
6. You can have an action log comment added to the document when it is forced to the completed status. There is also a Document Header called Forced Completed which is automatically set to True so that you can easily identify those documents that were completed by this task rather than the end user in the dashboards.
7. Finally, it is advised that you set this to run manually as it should only be used in exceptional circumstances where, for some reason, users have not finished their tasks and are unlikely to ever complete them.
To set this to run manually, follow the below steps:
Go into the generated Tasks tabs and start the task itself.
Press the double arrows to make the task run when it is set to Start manually.
8. Soft complete - This setting is not often used but it will force the document through the outstanding workflow steps and perform any modification tasks configured to run on those steps.
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