Aico Closing Task Manager
Professional
Ideal for mid-size companies with several accounting teams involved in the close process.
Get up and running within 4 weeks.
Starts at €1500 / month
Get a quoteTemplates
- Standard header fields
- Standard document structure
- URL link for instructions
Workflows
- Preparer role
- 1 level of approval
- Workflow selectable user groups
Automation
- Automatic task creation and distribution based on configuration.
Monitoring
- Standard closing list view
- Standard closing dashboard
- Standard Gantt chart
- Standard my tasks list view
Closing specific features
- Dependent tasks
- Standard schedules: Monthly, Quarterly, Yearly
- Custom schedule for a task
- Late task monitoring with dashboards
- Automatic attachments (instructions, templates to be filled in etc.)
Mail Notifications
- Close tasks due within 24h (summary for Preparer)
- Close tasks overdue (summary for Preparer)
- Close tasks waiting for approval (immediate/summary for Approver)
- Dependent tasks (predecessor completed)
Admin user roles for System Manager
- User creation and maintenance
- User authorisation
- Add new companies
- Superuser mode
- Dashboard editing
Admin user roles for Automation Manager
Standard configurations for:
- Create new tasks
- Maintain existing tasks
- Add new companies
- Period generation
- Holiday calendar
- Export / Import
Technical
- Azure AD integration – search of users from AD
Enterprise
For large multinational organisations with high transactional volumes.
Custom build, testing and implementation project.
Get a quoteAll professional features plus
Templates
- Custom header fields
- Custom row fields
- Custom structure / order / visibility of fields
Workflows
- Handler role
- Up to 3 levels of approval
- Dynamic workflows based on close task content
Automation
- Closing and opening periods in ERP system from Aico
- Run ERP programs from Aico
- Automated journal entry creation (Requires Aico Journal Entry module)
Monitoring
- Custom closing list view
- Custom closing dashboard
- Custom Gantt chart
- Custom my tasks list view
Closing specific features
- Milestone tasks
- Different close calendars for different entities (timetables)
- Custom processes
- Custom schedule groups
Mail Notifications
- Mail Notifications
Admin user roles for System Manager
- Template creation and editing
- Value sets creation
- Main notification configuration
Admin user roles for Automation Manager
Customer specific training for configuring advanced features of:
- Create new tasks
- Maintain existing tasks
- Add new companies
- Period generation
- Holiday calendar
- Export / Import
Technical
- External archive for Close tasks
- AD integration
- SCIM integration