Getting started with Inai Assets

1Sign in for the first time

Start by checking that you can reach your workspace.

1. Open the sign-in link you received from your administrator or the inaivia team.
2. Enter your Email address and Password, then select Sign in.
3. You will arrive at the Dashboard, which shows your assets overview.

2Set your company rules

Set these before you add assets, so new assets follow them.

1. Open Settings, and check your company name, default currency and fiscal year start.
2. In the same screen, set your default depreciation method, frequency and capitalization threshold.
3. Under Masters & Setup, open Coding / Numbering and set your code prefix and number length.
4. Open Capitalization and set your minimum capitalization amount and default useful life.

3Add categories, locations and departments

These lists appear when you create assets.

1. Open Categories and select New category for each type of asset. Defaults flow into new assets.
2. Open Locations and select New location for each site.
3. Open Departments and select Add Department.

4Set up depreciation

Decide how each category should depreciate.

1. Under Depreciation, open Methods to see the available methods. You can load a statutory rate-pack and apply it to a category.
2. Open Useful Life and check the policy for each category.
3. Open Books (Multi-GAAP) if you need parallel books. Only the primary book posts to the general ledger.
4. Use Simulation to test the numbers. It does not change live records.

5Add your assets

Choose the route that fits, under Acquisition.

1. For assets you already own, use Opening Balance to enter their accumulated depreciation.
2. For a long list, open Bulk Upload, select Download template, fill it in and import it.
3. For new purchases, use From PO, GRN to Asset, Vendor Invoice or Manual Addition.
4. Open Asset Register to check the results.

Tip: Try a few assets first, and check them in the register before you import everything.

6Tag your assets

Get ready for your first physical count.

1. Under Masters & Setup, open Tagging (QR) to show and print QR labels.
2. Under Tracking, open Audit and select New audit to plan a count.
3. Use Physical Count or Scanner (PWA) to record what you find.