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Cover Your Assets Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions
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Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Jan 18, 2016

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Page 1: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Cover Your Assets

Julie Eastes, Clinton County Board of DDKristine Smith, Primary Solutions

Page 2: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

One System – Central location System does the tracking for you Simple Reports Easy for Cost Reporting

Why use Infall for Assets?

Page 3: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Asset Details/Location Asset Information Asset Projects Asset Search

Asset module in Infall

Page 4: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Enter new asset in the Asset Information window

Data Entry

Page 5: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.
Page 6: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Enter all of the information and then Infall will calculate the depreciation for you.

Enter the SAC (State Account Code) so your Cost Report will be accurate. You can enter 1 or multiple SACs as well as define the depreciation associated with each one.

The PO Voucher info gives the user the opportunity to track purchase order and voucher information that is tied to an asset. This is for informational purposes only and does not pull over into the other processes.

Page 7: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.
Page 8: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Reports

Page 9: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.
Page 10: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Questions & Answers

Page 11: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Inventory

Inventory module in Infall

Page 12: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Enter new inventory item in the Inventory window

Data Entry

Page 13: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.
Page 14: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Use the grid at the bottom of the Inventory window to see all inventory items as well as filter for certain items.

Page 15: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Pull up the asset in the Asset Information window, and uncheck the ‘Asset’ box.

You can now see it in the Inventory window.◦ Asset List – Inventory Number◦ Asset Description – Inventory Description◦ Date Received = Date Received◦ Value – Cost

**Once you convert an asset to an inventory item, you cannotun-do it.

Convert Assets to Inventory

Page 16: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.
Page 17: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.

Reports

Page 18: Julie Eastes, Clinton County Board of DD Kristine Smith, Primary Solutions.
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Questions & Answers