Asset Management System - Excel Template

 

Asset Management System - Overview

Could you use an Asset register that stands-alone from your accounting system?

Something clients can manage themselves?

A simple to use, detailed Asset Register allows easy management of large asset listings.

Our Asset Management System using a single sheet register for all asset types using either depreciation method. This single list can then produce detailed asset reports by each asset category for presentation at a 'click of a button'.

The Asset Management System template features include:

  • Single sheet register for all assets
  • Unlimited assets, categories and locations/departments
  • Instant application of a set depreciation policy
  • Easy disposal handling
  • Clear summary report of assets - annual or monthly
  • Customisable asset categories and locations
  • Click of a button asset reports separated by category
  • Asset reports for any month or year
  • Depreciation calculated by straight line or reducing balance methods
  • Flexible reducing balance calculation options
  • No knowledge of Excel formula needed
  • Online step-by-step guide
  • Easy worksheet layout with marked areas and drop-down choices
  • Designed for Excel for Windows versions 2000-2010
  • Branded for your business

 

Asset Management System - Features

The Asset Management System template features include:

  • Single sheet register for all assets
  • Unlimited assets, categories and locations/departments
  • Instant application of a set depreciation policy
  • Easy disposal handling
  • Clear summary report of assets - annual or monthly
  • Customisable asset categories and locations
  • Click of a button asset reports separated by category
  • Asset reports for any month or year
  • Depreciation calculated by straight line or reducing balance methods
  • Flexible reducing balance calculation options
  • No knowledge of Excel formula needed
  • Online step-by-step guide
  • Easy worksheet layout with marked areas and drop-down choices
  • Designed for Excel for Windows versions 2000-2010
  • Branded for your business

Single Sheet Register to Split Asset Register

The entire Asset Management System runs on a single sheet listing managing all asset types. There's no need to use numerous sheets to manage the assets of the business, but to present assets by type as is typically expected - a simply click 'Produce Asset Register' provides you with a full register for presentation.

Unlimited Assets, Categories and Locations/Departments

Just click the add button for extra items to be added. Powerful and easy asset management for small or large asset registers.

Instant Application of a Set Depreciation Policy

Easily apply your depreciation policy to all newly added assets for a quick and consistent depreciation calculations. For each asset category you can set the useful life and depreciation method to be applied. Individual assets that are already set are not affected so you have no problems if your policy changes.

Easy Disposal Handling

Just enter the date and disposal value whenever needed. All reports and figures automatically recognise this and self-adjust.

Clear Summary Report of Assets - Annual or Monthly

Simple and clear summary pages are always available to view fixed asset figures by type, and by location.

Customisable Asset Categories and Locations

Set the asset categories, and locations to meet your client needs to prevent unnecessary asset types being created. Assets types and locations are then set by a simple drop-down list.

Click of a Button Asset Reports

Choose monthly or annual reports from the AMS dropdown menu in Excel for instant export of your Asset Register. Each asset category will be presented on it's own sheet along with the summary report.

Asset Reports for Any Month or Year

Just select the current period in the Asset Management System and exported reports will be adjusted for you.  Future assets purchased, and past disposals are removed so you can produce clear and accurate asset register reports for any period.

Straight-Line or Reducing Balance Depreciation Methods

All assets can be individually set to either straight-line or reducing balance depreciation. These are calculated monthly from a calculation date with may differ from the asset date of purchase - distinguishing any differences between invoice dates and when the asset started its useful life. Residual values can also be entered to be taken into account.

Minimal Excel Knowledge and with a Simple Layout

With a simple layout and areas marked where entries can be made, this Excel template is easy for everyone to use. To protect the user - flexible formula has been locked in so you needn't worry about understanding how it works behind the scenes... just select the settings you need from lists and you are ready to go!

Online step-by-step guide

Full step-by-step instructions with pop-up screenshots will guide you through the system and how it works. Available at our Online Documentation section.

Branded for your Business

As with most of our Excel templates, these are branded to build your business image. Accountants and Bookkeepers will easily provide professional reports to clients. Add value to your clients by providing them with your branded system.

Development Desk

You're not just getting a template, but an ongoing service. You might have slightly different needs to what this template does, or your needs might change in the future.

You also get ongoing development to meet your needs now, and in the future. Our Development Desk is free and easy to use for all members and template purchasers. There's no need for you to spend time on formula, or trying to add functions - let us do it for you.

So if there's something you would like, save yourself the trouble and let us know!

 

Asset Management System - Workflow & Screenshots

The diagram below outlines the basic workflow in using this system, along with screenshots you can enlarge.

Asset System Setup
Single Sheet Register
Summary Sheet
Easy Report Production
Report Summary
Detailed Asset Report
 

Trial Download

This is a full featured trial of the current Excel template and you will be able to see how all the features and functions work.

The demonstration has been branded for ourselves, however, when purchased or as a Platinum Member this Excel template is personally branded for you.

Category Version Size Created
Asset Management System 2.2 923 Kb 12 Feb 13

 

Become a Member

To become a member of The Accountants Circle™ is quite simple, starting with quick registration below (requires email confirmation).

Your email address remains confidential and is not released to any 3rd parties. Once your email is confirmed and registration complete, you can download the Asset Management System Trial Excel Template.

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Membership Types

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Individual doesn't provide services as a business

Service provider of non-accountancy services

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Asset Management System - Purchase

Order today

This complete template, along with 12 months of updates and support is available for just £99 for the first year. This includes access to our Development Desk, and future years are only £49.

Our Guarantee

We're confident in our templates so if for any reason you are not fully satisfied within 30 days, we will give you a full refund!

 

Platinum Membership

Platinum members receive the Asset Management System as well as all our other tools and templates, including those that become available in the future!

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