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Creating a free trial account with Asset Accountant is easy.
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You can either click on the Try for Free link on our website.
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If you happen to be a QuickBooks online user, you can go to the QuickBooks App Store and
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click on Get App Now.
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You can do the same in the Xero App Store, and each of these methods will take you to
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our sign-in page.
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Again, if you happen to be an Intuit customer or a Xero customer, you can sign in using
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your Intuit or Xero credentials, or you can simply create a new account.
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Once you've completed your details, just click on Register, and you'll be sent a verification
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email.
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Just click on Verify Email.
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Once you've input some basic details, you'll be prompted to either go to your demo register
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where you can explore the functions of Asset Accountant, or you can create your own asset
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register.
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So let's do that.
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So in this case, all of my details have been pre-filled.
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I've been offered the opportunity to create a demo register in the USA.
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I'm going to call it a corporation, give it the U.S. dollar currency, a 31st of December
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year end, and I'm going to follow typical U.S. GAAP accounting standards.
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After clicking Next, I'll be offered the opportunity to create a subscription plan.
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I'm going to choose to try Asset Accountant for free.
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Once you've created your register, you'll be offered the opportunity to start adding
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assets, but let's explore the settings first.
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There are two levels of settings, organization settings and register settings.
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We'll look at register settings first.
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The first thing that we see is our general settings, which summarize the details about
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our register and the entity that it belongs to, the country or jurisdiction of operation,
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the currency, the reporting year, and the accounting standard that we're using.
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Down the bottom of the page, we also have the opportunity to auto-number our assets.
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So for example, if we wanted all of our assets to have the prefix F-A hyphen with five decimal
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places for each of our assets, we can do that here.
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Next we have our Users tab, and this is where we can invite other users to our account.
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Asset Accountant has no limit on the number of users that can be added to a system.
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There are no additional charges for additional users, so we encourage you to invite as many
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as you see fit.
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When you do invite a user, aside from entering their email, you'll be asked to nominate the
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role that that user should have in this register.
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Here's a graphic that we prepared outlining the roles within Asset Accountant.
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Next we have our classifications.
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Classifications are things like profit centers, locations, or any other dimension you want
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to apply to your system to help you apportion your data, and these classifications can apply
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to journals.
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So for example, if we wanted to create a location classification, we might add Los Angeles, Memphis,
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and Augusta, depending on where your operations are, and again, those locations can now be
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used to apply to each of your assets and to split up your journals accordingly.
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Next we have our integrations tab.
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Again, if you happen to be a QuickBooks or a Xero user, this is an easy way to set up
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your integrations to the company files that you have in those systems.
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You can also integrate with Sage Intact and Microsoft Dynamics, and there are more and
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more ERPs and general ledger integrations coming online as we go along.
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Finally, let's have a quick look at our organization settings.
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Next we have our general settings tab, which again allows us to nominate the name and the
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description of our organization and our billing contact details.
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Every organization can have as many registers as they like, so it's possible to have a single
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subscription with tens or thousands of registers sitting underneath that one subscription.
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In our subscription and payment tab, we can see that we're still on our free subscription.
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We can upgrade that at any time, although just keep in mind that you don't need to do
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that until you go past ten assets, and we can also add our credit card details so that
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we can facilitate monthly payments.
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And finally, we have our organization users tab.
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So if you have a very large organization with hundreds or thousands of users, it's useful
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to be able to categorize those users at an organization level and manage their access
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to registers from your organization settings page.
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Again, you can invite users from here, and you can set appropriate permissions as we
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described earlier.
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Finally, we're going to return to our register, go to our add assets page, and from here you
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can easily start adding assets to your system, which is a subject that we'll explore in the
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coming videos.
