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M
MichelleSCR
November 24, 2020
Question

Fixed Assets manager

  • November 24, 2020
  • 1 reply
  • 0 views

Does anyone have any experience with importing a file with existing fixed assets into fixed asset manager?  We are starting from scratch so have no current assets in FAM.

The instructions say that the Wizard will walk you through how to import a file, but I can't find anything that explains what fields of date should be included in the file.  Seems there should be a template that maps the data.

 

1 reply

JessT
JessTModerator
Moderator
November 24, 2020

Hi Michelle,

 

You can use data on the sample company file named sample product-based business. You can export it Excel (Comma Separated Value), delete the editing list of assets, and replace them by importing the exported one. That way, you can practice with the mapping.

 

You can also click Help on the Fixed Asset Manager window to look for references.

 

Let me know if you need more help. Have a good one!

M
MichelleSCRAuthor
November 24, 2020

Thank you Jess. That was a big help to get the export files for the template.

I have a further question about the imports.

For starters, I see now that I need to do a separate file for Federal, State, Book, etc.

But there are 3 View Column Sets (Asset Listing, Lead Schedule and Category).  I am not going to worry about Category for now, but do I have to upload files for both Asset Listing and Lead Schedule Views?  It seems much of that info is a duplicate so I am afraid I will overwrite something I don't want to.

Also, is it necessary to include the G/L Asset Description for the Cost, A/D and Deprec Expense accounts, or can I just populate the GL Acct # and leave the description blank. Those accounts already exist in our G/L.

You referred to the Fixed Asset Manager help available,  I have read all I can find and it all seems to fall short of providing any details for when you actually are trying to do it.

Thank you

M
MichelleSCRAuthor
December 1, 2020

I am confused. Jamespaul said I should add the columns from both files (asset listing and lead schedule view) to the main csv file for import.  But you said that the option to combine all the data into 1 file is not an option.

So does that mean, I am back to having to upload multiple files?  I exported all the files as was originally suggested and there are several, for the different views and the different books (federal vs state vs book vs amt).

Also, in all of the instructions that I have found, it refers to going to the Accountant Tab, then Fixed Asset Manager.  We are on desktop Enterprise and have to instead go to Company and then Fixed Asset Manager.  I mention that in case we have a different version that doesn't have all the functionality.

Also, can you send me a screen shot of what you referred to below when you said to go to the home screen.  I don't get any instructions when I go into FAM, but that might be because I already set up the tax and gl account info and tax year.

 

It still seems like there should be import instructions somewhere that explain what data is required, optional and how the csv file should be set up.  It can't be a free for all.  Don't certain fields have to be in certain columns. 

Thanks for any help you can give me.

 

 

 


okay, so I tried to import a file even though it wasn't complete.  I see now that after I already have a file created and selected for upload, it walks through the data options.  I also see that I need to have the required federal fields so I will have to include data for book, state, and amt in the same file that has Federal info.  I will play around some more.

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