-
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
- Universal Settings
- Dashboards
- Closing Tasks
- System Manager
-
Automation Manager
- Introducing Automation Manager
- Core Set Up
-
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
- Tags
- Task Generation
- Companies
- Administrative tasks
- Aico Announcements
Basic settings in Aico documents (8)
Learn how to add comments and attachments, select items in bulk and other useful, universal Aico actions.
-
Different user roles and rightsModified on 17 Nov 2022
-
Edit header and row dataModified on 17 Nov 2022
-
Adding comments and attachmentsModified on 17 Nov 2022
-
Selecting documents in bulkModified on 17 Nov 2022
-
Copying and personalising a new dashboardModified on 18 Nov 2022
-
Receiving email notificationsModified on 18 Nov 2022
-
How to link documents manuallyModified on 18 Nov 2022
-
Navigating the Action LogModified on 18 Nov 2022