Creating a new data file - company detals, accounting period and business type

Creating a new data file - company detals, accounting period and business type

Creating a new data file

You can create a new AssetManager Pro data file using the New Data File Assistant. The assistant is a series of interactive windows that guide you through the process of creating a new data file. If you want to change any of the data you enter, click Back until you return to the window you want to edit. Once you have made your changes, click Next to continue forward through the remaining windows.

When you are satisfied with your setup information, click Finish to create, save and open your data file in AssetManager Pro.

CAUTION : Information that cannot be changed Once you click Finish in the last window of the New Data File Assistant, you cannot change the financial information you have just entered. If you make any incorrect selections, you will have to create a new data file. You can however change your company details. See 'Editing your company information' on page 46.

Task 1: Create a new data file

1 Start AssetManager Pro. The Welcome to AssetManager Pro window appears.
2 Click Create new AssetManager data. The Welcome window of the Create New AssetManager Data File Assistant appears.





3 Click Next. The Company Details window appears.


4 Enter your company details.

NOTE : Change of field information AssetManager Pro allows you to change any information incorrectly entered in these fields at a later date. See 'Editing your company information' on page 46.


5 Click Next. The Company Details (cont.) window appears.



6 Enter your company's tax identification numbers.

NOTE : ABN number These fields are all optional; however we recommend you enter your ABN number. Your ABN number and tax file number are printed on the depreciation schedule.

7 Click Next. The Accounting Period window appears.



8 Enter the end of the first financial year in which you want to enter asset acquisitions. The window above shows the correct entries for a current financial year running from July 2012 to June 2013.

You can use the standard financial year running from 1 July to 30 June in the following year or a substituted accounting period; for example, 2 September to 31 August in the following year.


9 Click Next. The Business Type window appears.




10 Select the business type and click Next.