AssetEdge Setup and Installation

Step 1 – Purchase AssetEdge by placing an order:

AssetEdge Re-seller Order From

AssetEdge Customer Order form

I just purchased AssetEdge – now what?

1. Validate that Platform Services is enabled
2. Add web service authorizations
3. Create a “Fixed Asset Journal” in Intacct by going to “General Ledger” –> “Journals” –> “Add”. The journal symbol must be “FAJ”
4. Create or designate a GL account to be the fixed asset clearing account by going to “General Ledger” –> “Accounts”  (info on waiting to be capitalized account is located here)
5. Fill out the Go-Live Questionnaire here
6. Create External Service Authorization
   • Please follow these instructions from Sage Intacct
     This authorization allows Wipfli to access your environment during implementation along with future support needs

After you’ve completed all the pre-install steps Wipfli will assign your AssetEdge implementation Consultant. You can then expect the following to occur:

• Assigned implementation consultant will complete the install within 3-5 business days of the creation of the temporary account. Your installation professional will then contact you to schedule a 30-minute upload workbook overview meeting. Following that meeting you will receive the workbook via email to fill out.
• Complete the QuickStart workbook then contact Wipfli to complete the import process and administer training
• Your installation professional will create your classes and assets once the workbook is satisfactory
• Your installation professional will contact you to schedule a 1 hour final training for you to familiarize yourself with AssetEdge

If at any time throughout the process you have a question, feel free to contact Wipfli:

• Directly via email
• Submitting a ticket by emailing support@josepheveassetedge.com
• Submitting a ticket by logging into Intacct and going to “Fixed Assets” –> “Support”