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Assets include - Vehicles, Computers, Mobile Phones, Forklifts, Production Equipment, POS Tills, etc. Anything used by the business as an Asset - and also anything depreciated by the business as a financial asset. |
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Overview
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Only Assets owned by you can be financially depreciated For Asset Depreciation view Financial Fixed Asset Register |
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Your customers / Suppliers may be Owners, Renters or Current Users of Assets
Useful to track assets provided by others to your customers
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Assigned any Asset to a user - eg: track who was driving the car - or who has that phone or computer.
In the case of Vehicle Rentals the system may update this information in the background.
Current user
- Can view from company company / Debtor
- Can view from Person / Debtor
Asset Types and Asset Profiles
Assets Types
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Used by the system in lists and to trigger transactions
- Vehicles (eg Truck, Car, Bus, Trailer)
- Trucks are used to carry stock (eg Waybills)
- Buses are used to carry people (eg Shuttle or Tour Buses)
- Computers, phones etc
- POS
- Tills used in the business are defined here
- Production Equipment
- Manufacturing Stations are defined here
- Other assets to track
- Equipment supplied to customers by others - for example - Fridges or displays or shelving
- Vehicles (eg Truck, Car, Bus, Trailer)
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- Planning - an Asset in use
- Active - an Asset in use that is also Financially Depreciating
- Inactive - an Asset no longer used - will not appear in Asset lists but can be made active again
- Closed - an Asset that was depreciated and was then disposed of
Fuel Cards for Vehicles
A Fuel Card may be linked to the Asset to track transactions.
Fuel cards linked to the debtor will simplify the entry of Fuel card Statements - review Creating and Managing Bank Accounts
Extended Attributes
Attributes of an asset - many have help tips on the fields (eg Identifiers > Barcode)
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Review the maintenance required on the Asset dashboard
Calendar
will show activities by date for the asset (eg Buses on Tours, Shuttles on Runs, Trucks on Waybills)
Certificates / SOP /
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Registration Expiries
The Dashboard of expiring certificates makes it easy to track the assets that need attention
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Journals linked to Assets
Link to an Asset at the header or line level of any financial transaction in the system
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Examples of journals that are linked to Assets include
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