1. Data Gathering

Step 1 - Collect organisation details
Collect organisation details in (Spreadsheet 1 - Tab 1) ---> This page also contains other relevant and valuable materials to assist in the impl...
Mon, 7 Jun, 2021 at 1:39 PM
Step 2 - Data collection
(Spreadsheet 1 - Tab 2) ---> A. Ensure you are in the correct organisation’s sheet, ---> B. Enter the register name & legal entity name fo...
Tue, 8 Jun, 2021 at 8:55 AM
Step 3 - Register settings
(Spreadsheet 1 - Tab 2) Below the register creation data collection table completed in step two, you will find four additional register-specific informa...
Thu, 20 May, 2021 at 3:25 PM
Step 4 - Asset groups
(Spreadsheet 1 - Tab 3) Review your client’s current fixed asset register and collect each of the asset group names they use. In this step, we need to d...
Thu, 20 May, 2021 at 3:47 PM
Step 5 - AA - Asset Import Template
(Spreadsheet 2 - Tab 1) As asset import data is collected in a new spreadsheet, It's good practice to define the organisation each register belongs...
Thu, 20 May, 2021 at 3:48 PM
Step 6 - Asset data
The first row is the header row AssetAccountants™ uses to match the import columns with AssetAccountants™ database fields. Please do not paste over or delet...
Thu, 8 Jul, 2021 at 11:00 AM
Step 7 - Additional Fields
Additional to the above fields, we allow you to import two types of custom data. ---> Classification AssetAccountants™ equivalent to Sage Dimensions,...
Thu, 20 May, 2021 at 3:50 PM
Step 8 - Export the FAR
AssetAccountant™ bulk import requires the fixed asset register to be located in the first tab of a .xlsx or .csv file. We recommend following the steps belo...
Thu, 20 May, 2021 at 3:51 PM