PLEASE TAKE CARE WITH DATA YOU IMPORT THE FIRST TIME (& EVERY TIME)!
We can't emphasize this point enough.
All software, like AssetAccountant relies on clean data in, that will in turn, export reliable data out.
But even when you're careful, sometimes you may have mistakes in the data when you enter or import your assets into AssetAccountant.
It may be incorrect things like:
- opening balance
- purchase cost
- purchase date
- first use date
- incorrect depreciation method/rate
- missing tax data
- missing accounts data
- forgot to add asset quantities
- you may have even mixed your columns up when importing
These can usually be fixed one-by-one by simply deleting the assets and re-entering the correct data - and your journals will be automatically updated. Simply "just changing" some of the above data in a previously saved/imported asset is not possible because it will affect the calculation, journal and reporting engines.
Details about this here:
Deleting the asset/s and re-entering the correct data will usually fix mistakes like this.
But what if I have messed up the data in a whole import and many assets are affected?
Whilst assets can be treated in bulk, it is not the intention to fundamentally change base data in an array of assets.
Bulk actions are intended for treating many assets at once for revaluations, classification changes and other day-to-day in-use applications.
Making fundamental changes to many assets at the one time (instead of fixing them individually), can only be achieved if you first imported the affected data using our file import tools.
To make changes like this, you need to rollback your last import which contained the incorrect data (you can re-download the file before you do this):
(**Note: you can only rollback the most recent import to maintain data/journal integrity).
This will remove ALL the assets from this import where you then have the opportunity to apply the correct data in your file, then re-import the file, then re-run your journal to make the adjustments.
Re your journal: Any net adjustments to each asset group (irrespective of individual asset changes) will be posted.
If it has been a while since you imported and you are concerned about transactions relating to those assets, before you rollback your last import, you should run an export of all purchases and disposals to later apply to the affected assets.
THE KEY MESSAGE HERE IS TO BE VERY CAREFUL WITH DATA YOU IMPORT.
The above measures should assist you in most situations to avoid having to start over in a new register.
If you are having trouble importing data to begin with, refer to this troubleshooting article.