How to: A quickstart guide

Videos and instructional pieces

How to add Users to an Organisation
While using AssetAccountant, you may want to add other users to your organisation or register to assist managing it. To do that, navigate to Organisation Se...
Fri, 27 Oct, 2023 at 9:51 AM
How to revoke or resend a pending invitation
Once you have invited users to your organisation or register the invitation is pending until accepted by the recipient. Until the recipient accepts the ...
Mon, 10 Jan, 2022 at 12:12 PM
How to add Users to an Individual Register
While using AssetAccountant, you may want to add other users to your organisation or register to assist managing it. If you simply want to add users to an i...
Fri, 27 Oct, 2023 at 9:54 AM
How to Change a User's Role Level Within an Organisation
In AssetAccountant, a user's permission levels can be different for an organisation vs a register. This article outlines how to change a user's perm...
Fri, 27 Oct, 2023 at 9:33 AM
How to change a User's role level within an individual register
In AssetAccountant, a user's permission levels can be different for an organisation vs a register. This article outlines how to change a user's per...
Fri, 27 Oct, 2023 at 9:51 AM
How to change an organisation's name
Open the organisation settings on the right-hand menu. This will open in the General tab. From here you can amend the Organisational Details and ...
Mon, 27 Feb, 2023 at 1:30 PM
How to add a new register
The process for setting up a new asset register will depend on whether you're a new user or an existing one. New User If you're a new user, ...
Wed, 29 Mar, 2023 at 2:03 PM
How to Add Asset Groups
If there are no asset groups already set up, navigate to the Assets screen and click one of the purple "Create Asset Group" buttons to get started...
Wed, 16 Aug, 2023 at 2:08 AM
How to Set Up Parent/Child Asset Groups
AssetAccountantâ„¢ supports a variety of ways to classify and sort your asset register. Among these are Parent/Child Asset Groups. This allows users to split ...
Fri, 17 Mar, 2023 at 6:17 PM
How to add assets and import assets
1. First, you can add assets manually, one at a time: 2. Or you can import assets from our integration partners such as QuickBooks, Xero, Sage Intacct...
Sat, 13 Apr, 2024 at 9:57 PM