Bloomberg Tax Fixed Assets

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Anlagekapital- und Abschreibungs-Management Software.

Über Bloomberg Tax Fixed Assets

BNA Fixed Assets ist eine cloudbasierte Software, die von Bloomberg BNA angeboten wird, um den gesamten Lebenszyklus von Sachanlagen zu automatisieren und zu verwalten, vom Bau bis zur Entsorgung. Die Software verfolgt und verwaltet Sachanlagen, Abschreibungsberechnungen, die Einhaltung von Richtlinien und Vorschriften sowie Buchhaltungsdetails.

Das Tool hilft, die Einrichtung und Verwaltung von Anlagevermögen zu vereinfachen, indem Funktionen wie Expertenassistenten angeboten werden, um die Mitarbeitenden bei der Verwaltung neuer Anlagen zu unterstützen. Weitere vom Produkt angebotene Funktionen umfassen Audit-Trails für vollständige Kontrolle und Transparenz, 'Open Timeline' für die Abschreibungsberechnung, Datenimport/-export, umfassende Berichterstattung und Integration mit ERP-, Buchhaltungs- und Steuercompliance-Systemen von Drittanbietern.

Die Software bietet verschiedene Berichte in Bezug auf Nettobuchwert, Asset-Aufzeichnung, Asset-Bilanz-Abgleich, Asset-Akquisition und Disposition, Assetwechsel und Journaleintrag. Das Tool automatisiert auch die Berechnungen von Investment-Steuergutschriften, Abschreibung, Disposition, Ruhestand und Umsatz und hält Richtlinien wie Abschnitt 263 zu Sachvermögen, IRS 3468, 4255, 4626 und andere ein. BNA Fixed Assets bietet optionale Zusatzmodule wie BNA Fixed Assets Construction In Progress (CIP), G/L Integrator und DataView für Excel, um jeden Aspekt des Anlagekapitalmanagements zu optimieren.

BNA Fixed Assets richtet sich an kleine, mittlere und große Unternehmen und kann auch vor Ort installiert werden. REDCOM Laboratories und Allianz Global Investors of America sind einige der wichtigsten Kunden.


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Bloomberg Tax Fixed Assets

4,2 (31)
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Startpreis

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475,00 €
Jahr

Preisoptionen

Kostenlose Version
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Kostenlose Version
Kostenlose Testversion

Funktionen

21
352

Integrationen

1
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Bedienkomfort

4,1 (31)
3,9 (1.632)

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4,0 (31)
3,8 (1.632)

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Nutzerbewertungen

Gesamtbewertung

4,2 /5
(31)
Preis-Leistungs-Verhältnis
4,0/5
Funktionen
4,1/5
Bedienkomfort
4,1/5
Kundenbetreuung
4/5

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Zeigt 5 von 31 Bewertungen
Heidi
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Accurate and Efficient

Bewertet am 11.9.2023

Bloomberg Fixed Assets is fast, easy to navigate, and most importantly, correct. Upgrading to the...

Bloomberg Fixed Assets is fast, easy to navigate, and most importantly, correct. Upgrading to the online program has been a huge timesaver for us, and has saved us large amounts of time, especially in tax season.

Vorteile

The ability to consolidate companies and change reporting structures and report organization using even basic reports is a huge timesaver, and is appreciated by management, who can request ad hoc reports organized as they like.

Nachteile

In some areas such as "Switch View" the date selection could be larger to make it easier to quickly switch between months and years.

Tara
Gesamtbewertung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Monatlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

BNA Fixed Assets Review

Bewertet am 30.3.2017

We have recently upgraded from the desktop version to the web version of BNA Fixed assets. There...

We have recently upgraded from the desktop version to the web version of BNA Fixed assets. There were many difficulties with the move, but received customer service to slowly complete the transaction. After we accomplished the transfer and customized the system to our specific use, one thing I would say that is extremely helpful is the ability to search within each field. There has been a lot to learn with the system compared to the old with specifics as report creating, defaults, and asset view. In the future I look to learn more about the software and the possible capabilities. We have found a few items that are desired enhancements as listed below:
Order of fields in Add Asset windows to be customizable
Add option to upload document within the Add Asset window when asset is created rather than editing the asset and then uploading the document
Option to add an additional asset after one is complete
Default within Add Asset windows: Override Additional First-Year Depreciation - Default next screen to choose No AFYD
Setup- Fields Asset Field List larger box to view all data at once
Similar: Edit within asset when selecting from PickList - larger selection area
Have All Favorites (reports and batches) as a filter in the reports section
Asset Viewer ability to go to next asset without exiting asset viewer
Assets View add more headers be able to scroll over (left and right)
Thank You.

Vorteile

Ability to search within each field on the asset view.

Nachteile

Listed below are a few desired enhancements:
Order of fields in Add Asset windows to be customizable
Add option to upload document within the Add Asset window when asset is created rather than editing the asset and then uploading the document
Option to add an additional asset after one is complete
Default within Add Asset windows: Override Additional First-Year Depreciation - Default next screen to choose No AFYD
Setup- Fields Asset Field List larger box to view all data at once
Similar: Edit within asset when selecting from PickList - larger selection area
Have All Favorites (reports and batches) as a filter in the reports section
Asset Viewer ability to go to next asset without exiting asset viewer
Assets View add more headers be able to scroll over (left and right)

Greg
Gesamtbewertung
  • Branche: Gastgewerbe
  • Unternehmensgröße: 10.000+ Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 7.0 /10

Very Easy to use; good service, expensive pricing model; weak reporting

Bewertet am 15.10.2016

The software makes it very easy to upload and mass modify assets. If you buy it, you must get the...

The software makes it very easy to upload and mass modify assets. If you buy it, you must get the dataview add-on that lets you integrate the reporting into excel. The base crystal reporting is hard to use and also only allows you to report on one book at a time.

The database is very flexible, allowing multiple placed into service dates (one for each book) but the reporting becomes erroneous if you have to input assets placed into service in prior periods or modify the basis of an asset (say, due to an impairment). Instead you need to create new component assets for the modifications. This becomes a problem because BNA charges you based on the number of assets, and the price escalates very quickly. We have only 5 users but are forced to pay for a pricey 100 user license because we have 100,000 assets. In other words, BNA is bad for capital-intensive businesses who need detailed, accurate records.

By using easy to understand asset types you can quickly populate all of your books (GAAP, Fed, AMT, etc) because lives and methods are programmed automatically by type. You get great efficiency and simply your tax reporting. If you have unusual assets you can also modify each book separately after you populate the asset type, so you retain flexibility when needed.

For a smaller business, this software would be superb.

The BNA team was very responsive during our implementation, and did the project management for us. All we had to do was export our old database into CSV or excel and give it to them. The job was very well done.

Vorteile

The asset type method makes training users very easy

Nachteile

The price model is unfair to companies with a large number of assets but few transactions. The reporting is basic and prone to error. An upgrade is required to get a good reporting capability.

Steven
Gesamtbewertung
  • Branche: Chemikalien
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Monatlich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Good Software But Pricey

Bewertet am 9.9.2023

My overall experience has been positive. The software is easy to use, fairly easy to import into...

My overall experience has been positive. The software is easy to use, fairly easy to import into and easy to fix asset depreciation histories when needed to keep aligned with that was booked, when what was booked was wrong. Not every program provides the granular level of control Bloomberg does. If only their pricing model wasn't so punitive and they supported external reporting tools, it would be outstanding.

Vorteile

Good user interface and strong functionality. The reporting tools provide easy export to Excel, but lack in connectivity to other tools, such as PowerBI. The ability to manage multiple companies in a single web application is great, as is the ability to manage multiple capital projects and convert compelted projects into assets. Asset disposal is similarly easy, and they give you plenty of ability to tailor asset depreciation to accomodate any mistakes you may have in your asset history.

Nachteile

The biggest issue with Bloomberg is pricing based on number of assets. In an age when storage is dirt cheap, there's no excuse for arbitrary levels of pricing based on number of assets. If you have existing assets, expect to have to lose history or pay through the nose to store fully depreciated assets just to bring their records over. The other major limitation is that while reporting to Excel is terrific, reporting to other tools such as BI is non-existent. Bloomberg really needs to add support for connections to other reporting tools.

Meredith
Gesamtbewertung
  • Branche: Chemikalien
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Couldn't Do Without It

Bewertet am 17.8.2021

We couldn't have restructured our company without BNA. BNA allows us to track partnership step-ups...

We couldn't have restructured our company without BNA. BNA allows us to track partnership step-ups and create multiple groups without creating new instances of a company.

Vorteile

The software is easy to use but more importantly, it is flexible. It lets us change our minds about depreciation methods, combine different entities and forecasts depreciation out the entire life of the project. The data tools allow you to download key data points for any group of entities and analyze them without running additional reports.

Nachteile

The help feature search tool isn't robust so you really need to know where to look in the user guide with questions. Having someone on the team be an expert is important.

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Bloomberg Tax Fixed Assets Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Bloomberg Tax Fixed Assets.

Bloomberg Tax Fixed Assets bietet folgende Kostenpläne an:

  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

Bloomberg Tax Fixed Assets hat die folgenden typischen Kunden:

2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000

Bloomberg Tax Fixed Assets unterstützt die folgenden Sprachen:

Englisch

Bloomberg Tax Fixed Assets unterstützt die folgenden Geräte:

Bloomberg Tax Fixed Assets kann in folgende Anwendungen integriert werden:

Microsoft Excel

Bloomberg Tax Fixed Assets bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, Chat

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