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
Modified on Tue, 23 Jan 2024 at 12:31 PM
This article describes the new archiving features introduced in 22.1
Archiving in Aico
When documents are archived inside Aico, they are no longer editable, with two exceptions:
1. Header-level comments can still be added.
2. By deliberate configuration, it is possible to configure the ability to add an attachment after the document has been archived on the template.
Once archived, they are marked with a workflow status of “Archived”. They remain in the Aico database and can be viewed and their attachments downloaded but they cannot be worked on by any users.
When the document is archived it is also possible for Aico to send the document to an external archive. This will create a PDF copy of the Aico document and, together with any attachments, these can be sent to an SFTP server provided by the customer.
Go to the System Manager Export/Import page.
Here, you can set the required dates to determine which documents will be re-archived. If the archiving is newly activated, that is you have already a number of existing Aico documents that have never been externally archived, this dialog will archive the selected documents for the first time.
Only documents that are in the archived status in Aico will be eligible for re-archiving (or archiving for the first time if archiving is newly activated).
Where documents are re-archived they are not from removed from the external archive (see note above) and there will therefore be potentially more than one copy of an archived document in the external archive depending on how you manage those files on the SFTP server.
Re-archiving in super user mode.
This will re-archive an individual document. Click here to learn how to get into super user mode and see if you have the correct permissions.
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