Getting Started with AssetVault
Welcome to AssetVault! This guide will help you get up and running quickly.
Prerequisites
Before you begin, ensure you have:
- A registered AssetVault account
- Access credentials (email and password)
- Basic understanding of asset management concepts
- (Optional) Asset data ready for import
Step 1: Create Your Account
- Navigate to the AssetVault registration page
- Enter your email address and create a secure password
- Verify your email address by clicking the link sent to your inbox
- Complete your profile information
Step 2: Set Up Your Company
After logging in for the first time:
- Click Create Company from the dashboard
- Enter your company details:
- Company name
- Financial year end date
- Default currency (£ GBP)
- Tax rate (if applicable)
- Configure depreciation settings:
- Default depreciation method (Straight-line, Reducing balance)
- Default useful life periods
- Click Save to create your company profile
Step 3: Add Your First Asset
Manual Entry
- Navigate to Assets → Create Asset
- Fill in the required fields:
- Asset Name: Descriptive name for the asset
- Asset Type: Category (e.g., Equipment, Vehicles, IT Hardware)
- Purchase Date: Date of acquisition
- Cost: Original purchase price
- Useful Life: Expected years of use
- (Optional) Add additional details:
- Location
- Serial number
- Photo or attachments
- Click Create Asset
Bulk Upload
For multiple assets, use the bulk upload feature:
- Navigate to Assets → Bulk Upload
- Download the Excel template
- Fill in your asset data
- Upload the completed file
- Review and confirm the preview
- Click Import to add all assets
See Bulk Upload Guide for detailed instructions.
Step 4: Configure Depreciation
- Go to Company → Configure
- Navigate to the Depreciation Settings section
- Set your preferences:
- Depreciation method per asset type
- Default useful life periods
- Pro-rata calculation preferences
- Click Save Settings
The depreciation engine will automatically calculate depreciation for all your assets based on these settings.
Step 5: Explore Key Features
Dashboards
View real-time insights on your asset portfolio:
- Total asset value
- Depreciation trends
- Asset distribution by type/location
- Upcoming disposals or reviews
Reports
Generate comprehensive reports:
- Asset register
- Depreciation schedules
- Disposal reports
- Lease liability summaries
Exports
Download your data:
- Excel exports for external analysis
- PDF reports for stakeholders
- CSV files for integration with other systems
Next Steps
Now that you're set up, explore these advanced features:
- Fixed Assets Management - Learn asset lifecycle management
- Depreciation Engine - Master depreciation calculations
- Bulk Upload - Import large datasets efficiently
- Dashboards - Leverage analytics and insights
How to Request Data Deletion
AssetVault is committed to protecting your privacy and data rights. If you wish to request deletion of your personal data:
- Log into your account
- Navigate to Profile → Privacy Settings
- Click Request Data Deletion
- Confirm your request
- You will receive an email confirmation within 24 hours
- Data deletion will be completed within 30 days
Alternatively, email [[CONTACT EMAIL]] with your deletion request. See our Data Deletion Policy for more details.
Troubleshooting
Can't log in?
- Ensure you've verified your email address
- Try resetting your password
- Check that Caps Lock is not enabled
Assets not appearing?
- Refresh the page
- Check your filter settings
- Ensure you've selected the correct company
Depreciation not calculating?
- Verify depreciation settings are configured
- Check that asset purchase dates are valid
- Ensure useful life is greater than zero
For more help, see our Troubleshooting Guide or FAQ.
Support
Need additional help?
- Email Support: [[CONTACT EMAIL]]
- Documentation: Browse our comprehensive guides
- FAQ: Check common questions and answers
Next: Onboarding Guide for a detailed walkthrough of all features.