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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
- Public holiday dates 2025: Aico Support Unavailable.
- 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
How to use charts in a dashboard (12)
How to set up and use charts in your Aico Dashboard
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How to add a chartModified on Thu, 24 Nov, 2022 at 2:23 PM
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Vertical and horizontal bar chartsModified on Thu, 24 Nov, 2022 at 2:27 PM
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Donut and pie chartsModified on Wed, 7 Dec, 2022 at 9:42 AM
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Line chartsModified on Thu, 24 Nov, 2022 at 2:47 PM
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Single value chartModified on Thu, 24 Nov, 2022 at 2:52 PM
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Gauge chartsModified on Thu, 24 Nov, 2022 at 2:57 PM
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Multiview calendarModified on Tue, 28 Mar, 2023 at 9:45 AM
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Gantt chartsModified on Thu, 24 Nov, 2022 at 3:11 PM
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How to edit chartsModified on Thu, 24 Nov, 2022 at 3:13 PM
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How to delete a chartModified on Thu, 24 Nov, 2022 at 3:19 PM