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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
Exporting documents via e-binder
Modified on Tue, 20 Feb at 10:15 AM
It's possible to export documents to an e-binder, which is a zip file containing an Excel format of the document, action log, comments and attachments. The zip file will also contain the attachment files themselves alongside links in the Excel to the attachments. The purpose of this feature is to be able to provide the data to an auditor or other party who doesn't have access to the software.
To export documents to an e-binder, follow the steps below:
1. Open the list view to filter the documents to be included in the e-binder.
2. Click the e-binder icon. You will first see a warning (in 22.2 and later) and you must reconfirm that you intend to download all the selected documents and their attachments as this can take some time.
This is the error the user will see if they try and export more than the configured number of documents.
Select Show in folder
Right-click the folder and select Extract All.
The extracted e-binder folder includes an index Excel sheet containing all the underlying documents and a data folder containing their supporting evidence.
The index file contains hyperlinks to all exported documents.
You can click a document to view its content in Excel and all supporting documents, comments and actions.
From the Attachments tab, you will see a list of attachments with hyperlinks which will open the attachments from the Data folder.
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