Table of Contents
Overview
The system allows you to track all types of Assets - some are financial assets and some are not.
Any asset in the system can be a financial fixed asset and have associated depreciation journals created.
Setting up the Initial Value of the Asset
The user requires the secure feature
Details of the Assets owned by the business and listed as financial assets are listed here. When Assets are to be disposed of all the details will be visible here making it easier to calculate required financial journals.
General Tab
Financial required information is tracked about the asset
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- '''Description''' - in adjacent unlabelled field will appear in your Financial Reports
- '''Notes''' - your unstructured notes about this asset
- '''Type of Asset''' - This is configured through Lookups by defining a group for "AssetType". Examples are Truck, Bus, Fridge etc. as required for your business
- '''Special Type'''
- '''Is group''' enables you link to a predefined group of Assets rather than having to have each as an individual
- '''Group''' enables Assets to be grouped together(where and how is group defined)
- '''Owner''' is the Company that owns the asset when you are tracking assets owned by others but installed at your customer. Note that if you intend to link a company from another Set of Books you will have to make that company a global entity in Company#Contact Details and Logo Tab
- '''Renter''' is the Company#Contact Details and Logo Tab that is paying the rent for this Asset to the Owner and is used for Assets that are not owned by you however they are at your customers premises
- '''Bank Account(override)''' enables the ability to have a bank account linked to all transactions associated with the Asset
- '''Date Purchased'''
- '''Purchased Value'''
- '''Date Disposed''' Some general items are also tracked so this Asset can be clearly identified
- Barcode
- RFID Tab
- Brand
- Model Number
- Serial Number
- Rego License Number
Location or Placement History
For Assets that are placed onto customer sites you can track the placement history here
- Customer
- From and to Dates
- Free form notes
- History visible
Photographs
Photographs may be taken and attached here of the asset - use "Attach Photo" on bottom of screen to go to Financial Fixed Asset Register and upload
Journals
Shows all the journals that have referenced this asset
Master List
This is a list of all Assets that have been defined in the system.