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AssetAnnie provides a specialist, easily used, fixed asset application. Powerful search options allow for location, department, category, budget holder, and keyword searches. Mandatory reporting for NZ schools has been developed, with time-saving management tools for administrators and accountants.

Overview

Specialist features for schools, an unlimited number of asset records, easy setup, easy searching, and end-to-end management of fixed assets make AssetAnnie the answer for schools and community groups.

Users can generate and auto populate draft assets from Xero transactions, add pdfs/images and extra files to asset records. Role based access using permission layers mean that accountants and administrators have flexible tools to manage the assets and control user access. Core and user defined reports allow for review, printing and export.

Make asset stocktakes easy and comply with audit requirements. Provide read only access for auditors or exports to Excel. Use replacement date and value fields for planning,

Further development is underway for managing bulk disposals, approval requests for disposals, depreciation projections and the ability to email filtered lists to department heads and budget holders.

AssetAnnie is the product of school and accounting provider requests and the solution for more efficient management - while being so easy to use. Solutions and Services can provide a full migration service and full training if required, but AssetAnnie also has many built in resources and tipsheets as requested by administrators.

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AssetAnnie + Xero

AssetAnnie imports invoices from Xero to facilitate quick and easy creation of assets from line items, along with any attached invoices. The ability to edit the asset fields on import and add additional files is a real feature, as well as the quick entry to complete all asset fields. AssetAnnie provides a draft depreciation journal to Xero on completion of a depreciation batch with pre-populated accounts codes and narration.

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Additional info

Shared data

Xero
AssetAnnie
Manual Journalsshared from AssetAnnie to Xero
Invoicesshared from Xero to AssetAnnie

App details

Added in 2022
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