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Account structure

1:54 Onboarding

Transcript

0:00 The Account Structure and Asset Accountant.
0:04 There are two types of subscribers to our service.
0:08 Businesses and Corporations and Accounting Firms.
0:11 Firstly, Businesses and Corporations.
0:15 In a typical setup, the account holder is known as the organization and will appear
0:20 in the top left-hand side menu at the top of the interface.
0:25 Assets beneath the organization are individual Fixed Asset Registers.
0:30 Fixed Asset Registers may also be known as Entities or Fixed Asset Schedules.
0:37 Whilst many businesses only have a single register, Asset Accountant can nest as many
0:42 as you require.
0:44 Within each register, navigate to the Assets menu item on the left-hand side.
0:50 You can add as many asset groups as you need via the interface.
0:55 Asset groups can also be added when importing assets from a spreadsheet file.
1:00 Within each asset group, you can proceed to add as many assets as you need, either via
1:05 the interface or again by importing in bulk from a spreadsheet file.
1:10 Adding groups and assets via Asset Accountant's powerful importing tools are the subject of
1:16 other videos you can search for in this video hub.
1:20 Secondly, for Accounting Firms.
1:24 As with businesses, an Accounting Firm subscriber will also be known as the organization.
1:30 For example, Smith & Smith Advisory Company.
1:34 Nested underneath your firm's account, all of your individual client Fixed Asset Registers
1:40 will appear here as they are added to your account.
1:44 Adding asset groups and individual assets to these asset groups follows the exact same
1:50 processes as for businesses.

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