The Bulk Actions button in the left hand side menu in AssetAccountant will apply actions and changes to multiple existing assets in your fixed asset register all at once.
The current types of actions for multiple/bulk assets in AssetAccountant for changing many assets at once are:
- Bulk Classifications,
- Bulk Disposals (sale of assets),
- Bulk Custom Fields,
- Bulk Revaluation,
- Bulk First Use,
- Bulk Reassessment,
- Bulk Transfer of Asset
- Bulk Units of Use Events
The process for performing bulk actions for many assets at once like these are nearly identical.
To perform a bulk action for many assets at the one time, navigate to the Bulk Actions menu on the left-hand side of the AssetAccountant interface, click "+ New Upload" and select which action you wish to perform.
The process in AssetAccountant for Bulk Classifications, Bulk Disposals (for the bulk and multiple sale of assets), Bulk Custom Fields, Bulk Revaluation, Bulk First Use, Bulk Reassessment, Bulk Transfer of Asset and Bulk Units of Use Events all follow the same pattern as follows:
- Exporting the Assets you wish to modify to csv or xlsx format, either from the Assets Search or the Asset Export Report
- Adding any additional data needed for the Bulk Action to this csv / xlsx file
- Uploading the file to the Bulk Action wizard
- Mapping the required fields in the Bulk Action wizard to the fields in your spreadsheet
In every bulk action spreadsheet, you require a header row (i.e. a row that contains the names for all the parameters), and either an Asset Code (if you have set these up in AssetAccountant) or the Asset ID (which will be automatically generated in Asset Exports).
For example, this is how to dispose of many assets at once using the Bulk Disposals function in AssetAccountant:
Bulk Disposals will add sale or write-off transactions to many existing assets at the one time already in your register.
Your assets will be matched based on the Asset Code you specify or our internal Asset ID.
You can download all of your assets using the Asset Export Report or selected assets using Search. These files will be pre-populated with your Asset Codes and Asset IDs.
The fields you need to match/add are:
- Asset Code (this has to match the existing code on the asset)
- Disposal Date
- Disposal Proceeds (optional)
Asset sales and disposals will be treated as sales where disposal proceeds are non-zero, otherwise they will be treated as write offs.