1. Data Gathering

Data Gathering - Step 1 - Collect organisation details
Collect organisation details in (Spreadsheet 1 - Tab 1) **This spreadsheet tab contains other relevant and valuable materials to assist in the impl...
Wed, 15 Sep, 2021 at 8:46 AM
Data Gathering - Step 2 – Register information collection
(Use Spreadsheet 1 - AA - Register Information Collection V4)  Ensure you are in the correct organisation’s sheet, Enter the register name & legal...
Wed, 15 Sep, 2021 at 8:47 AM
Data Gathering - Step 3 - Register settings
(Use Spreadsheet 1 - AA - Register Information Collection V4)   Below the register information collection table, you will find four additional register-sp...
Wed, 15 Sep, 2021 at 8:47 AM
Data Gathering - Step 4 - Asset groups
(Use Spreadsheet 1 - AA - Register Information Collection V4)   **Only required if asset groups are to be mapped to a general ledger chart of accounts. *...
Wed, 15 Sep, 2021 at 8:47 AM
Data Gathering - Step 5 - AA - Asset import template
(Spreadsheet 2 - AA - Asset Import Template V4)   Open the Asset Import Template V4, this can be downloaded from the “Asset Imports” page on the AssetAcco...
Wed, 15 Sep, 2021 at 8:48 AM
Data Gathering - Step 6 - Mandatory fields
Asset Name Character limit: 128   This is the primary reference for the asset in AA. This is the name displayed in the first column of the AA assets grid...
Wed, 15 Sep, 2021 at 8:48 AM
Data Gathering - Step 7 - Non-mandatory fields
Asset Code/ Number Character limit: 64   Data held in this column must be unique to each asset.   Store asset numbers or codes if your organisation use...
Wed, 15 Sep, 2021 at 8:48 AM