Sage Fixed Assets from A to Z
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1 Sage Fixed Assets from A to Z Rattana Vongxay Channel Account Executive II Sage Fixed Assets Deb Nugent Senior Consultant II BKD Technologies
2 Sage Fixed Assets History Fixed Asset Management Software Since 1982 Sage Offices in Herndon, VA dedicated to Sage Fixed Assets development Acquired by Sage in 2000 with Abra & Analytics Over 100,000 Installed Customer Sites Including Businesses in U.S. & Canada, Governments, & Nonprofits #1 Fixed Asset Management Software Chosen 3-to-1 over competition combined Used by all top 15 accounting firms in the United States
3 What is a Fixed Asset Anyway? Items acquired by an organization for use in its operation that are not for resale.
4 ... Why Does Anyone Care? Taxes & Insurance Based on Value of Fixed Assets Important to have accurate calculations Don t overpay taxes Don t overpay insurance Stay in compliance with IRS/GAAP/SOX Regulations Value of Fixed Assets Decrease Over Time Calculated through depreciation Many Methods for Calculating Depreciation Over 300,000 rules built Into Sage Fixed Assets solution
5 Value An Example: Depreciation Calculations $5,000 $4,000 $3,000 Increasing Straight-Line in Complexity with Over 50 Method Depreciation Methods Accelerated Depreciation Methods (not quite this with bad yet) (ex. 50% Declining Allowance Balance) $2,000 $1,000 $ Useful Life (years)
6 Unexpected Benefits Regulatory Compliance Are You Ready for Your Next Audit? IRS, GAAP, GASB 34/35, Sarbanes-Oxley, IFRS Spreadsheets Not Best Tool for Regulatory Compliance No Third-Party Oversight Not Automatically Updated with Latest Rules Lack Security & Assistance with Disaster Recovery Sage Fixed Assets Products Make Compliance Easy Over 300,000 IRS & GAAP Rules Built-In Constantly Updated with Latest Regulations Saving Money Saving Time
7 Sage Fixed Assets Can Help Challenge: Time Consuming & Error Prone Spreadsheets Manually enter assets Limited reporting capabilities Manually posting to general ledger CIP projects extremely labor intensive Sage Fixed Assets: Automating the Entire Fixed Asset Lifecycle Automatically add or easily import new assets Custom reports with the click of the mouse Seamless posting to the general ledger Saving Time
8 Sage Fixed Assets Can Help Saving Money Challenge: Ghost Assets Lost, stolen, or unusable assets Cause overpayments in taxes & insurance Sage Fixed Assets: Quick Return on Investment Easily conduct regular inventories Better manage asset additions, disposals, & transfers Track capital project spending against budget
9 An Example: Ghost Assets What percentage of lost, stolen, or unusable fixed assets does the average organization have on their books? AMR 30% IM Solutions 21% Paragon Systems 15% - 30% a. < 5% b. 5% to 9% c. 10% to 14% d. 15% to 30% e. > 30%
10 An Example: Return on Investment Our Organization Total Cost of Fixed Assets $2,000,000 SUMMARY Number of Fixed Assets 2,000 Average Total First Cost Year Savings $53,340 $1,000 Assumptions Sage Fixed Assets Rate Complete of Ghost Pack Assets $5,885 15% Value 1 Year of Ghost Sage Business Assets Care $300,000 $1,672 Overpayments Total Software Costs $7,557 State & Fed Tax (40% remaining 36%) $43,200 Personal Net First Property Year Savings (70% 34%) $45,783 $7,140 Insurance (0.01 per $1 value) $3,000 ROI Period 2 Months Total First Year Overpayments $53,340
11 Sage Fixed Assets Solutions Let s take a closer look! Planning Depreciation Tracking Reporting
12 A Day in the Life of a Fixed Asset Construction Challenge: Enable project managers & fixed asset accountant to organize, track, & monitor project details & financials while completing fixed asset construction in progress. Solution: Sage Fixed Assets Planning Comprehensive Reporting Challenge: Maintain compliance with financial standards & ensure effective fixedasset decision making for executive Management. Solution: Sage Fixed Assets Reporting Acquisition & Inventory Challenge: Enable an accurate baseline inventory & regular updated reconciliations for facilities managers. Solution: Sage Fixed Assets Tracking Accounting & Depreciation Challenge: Take advantage of the full value of fixed asset depreciation & reduce taxes & insurance through efficient tracking, transfers, & disposals. Solution: Sage Fixed Assets Depreciation
13 Product Packs Sage Fixed Assets-Track Pack Sage Fixed Assets-Depreciation Sage Fixed Assets-Tracking Sage Fixed Assets-Project Pack Sage Fixed Assets-Depreciation Sage Fixed Assets-Planning Sage Fixed Assets-Reporting Sage Fixed Assets-Reporting Sage Fixed Assets-Complete Pack Sage Fixed Assets-Depreciation Sage Fixed Assets-Tracking Sage Fixed Assets-Planning Sage Fixed Assets-Reporting
14 Quick Demo!
15 Questions?
16 BKD Technologies Support Center Sage Support Center Monday - Friday, 8 a.m. - 5 p.m., Central time BKD is closed the following days during the holiday season: Thursday, November 28, 2013 Friday, November 29, 2013 Tuesday, December 24, 2013 Wednesday, December 25, 2013 Thursday, December 26, 2013 Wednesday, January 1, 2014
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