How_do_I_set_up_the_interface_to_Asset_Management_

How do I set up the interface to Asset Management?

You would set up the interface to Caselle Asset Management to share equipment, asset, and usage information between systems automatically. This interface helps ensure asset-related costs, usage, and maintenance activity are accurately tracked on jobs and projects. Setting up the interface also reduces duplicate data entry, improves cost tracking, and supports more accurate project and asset reporting.

Configure the Project Accounting application to retrieve account information from the Caselle Asset Management. The interface supports Caselle Asset Management, Clarity (version 4).


Do this...

1. Open Connect Project Accounting > Organization > Organization > Interfaces tab.

2. Click on the Asset Management subtab.

3. Use the Interface menu to select Caselle 4.x.

4. Click Save (CTRL+S).

The interface to the Caselle Asset Management is set up and saved. The routines to manage assets  are available for use.

    • Related Articles

    • How do I set up the interface to Payroll?

      In Caselle Asset Management, setting up the Payroll interface allows payroll-related labor and equipment costs to flow into Asset Management and capital projects automatically. This is commonly used when employee labor contributes to the creation, ...

    • How do I set up the GL interface to Caselle General Ledger?

      Configure the Project Accounting application to retrieve account information from the Caselle General Ledger. The interface supports Caselle General Ledger, Clarity (version 4). You would set up the GL Interface to the Caselle General Ledger to ...

    • How do I turn on the interface to Accounts Payable?

      You can use the Vendor table from Accounts Payable to add, modify, or delete vendor information. You can also use the Accounts Payable interface to create an AP (Accounts Payable) asset from an invoice. For example, City XYZ buys a new asset. City ...

    • How do I set up a job?

      You would set up a job to create and organize a project before work begins. Setting up a job allows you to define important details such as the job number, description, budget, phases, cost codes, departments, and billing information. Proper job ...

    • How do I turn on the Asset Management interface?

      Link transactions created in Timekeeping to an asset number in Asset Management. You can use the tools in Asset Management to review Timekeeping transactions by asset number. Using the Asset Management interface will make the fields that support ...