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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
- Staging API
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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
Introducing Staging API
Modified on Tue, 18 Feb at 10:44 AM
The Aico staging API is a technical interface that allows customers to import documents into Aico for processing.
Customers can implement automated software to send data for financial documents into Aico. In Aico, existing or new document templates, can be configured to receive this financial data. When financial documents arrive in the Aico staging API, the data is temporarily stored in a staging database from where the Aico staging service reads these staging documents and stores them into complete Aico financial documents and processes them through the Aico document workflow. This process is either fully automated or includes human intervention, which depends on the configuration and workflow needs.
The Aico staging API is a technical interface that allows customers to import documents into Aico for processing. It is implemented as a RESTful interface that has a OpenApi specification. Customers can implement automated software to send data for financial documents into Aico.
In Aico, existing or new document templates, can be configured to receive this data. When staging documents arrive in the Aico staging API, the data is stored in a staging database from where the Aico staging service reads these staging documents and saves them into Aico documents. It can then send them through the Aico document workflow to a predefined workflow phase e.g. Approval, Completion. This process can either be fully automated or include human intervention depending on the defined configuration and workflow.
Implementing the staging API requires an agreement with the customer which document templates and which header and column fields in those documents should be made available for the customer calling the staging API.
The staging API uses the concept of staging API clients ("staging client(s)") which can be configured differently to use different Aico document templates, mappings (between the staging data fields and the Aico document headers and rows) as well as sending the documents to different workflow statuses.
Implementing the staging API requires the following:
- Set up (or adapt existing) Aico document template(s) which will be used by the staging clients.
- Create one or more clients for the customer.
- Configure each staging client's settings
- Name, default values, mappings etc. these are described in more detail in the sections below.
- It is expected that the customer will be able to create their own new staging clients on an ongoing basis.
- Test the staging import process using Excel test data.
- Share API details including authentication with the customer.
- Test the API with the customer.
The articles in this section deal with each of these steps.
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