Fixed Assets List and Inquiry

Fixed Assets List and Inquiry

The Fixed Asset Management screen is your asset register. It lists everything the company owns, what each item cost, how much has been depreciated and what it is worth today, so you can track lifecycles, monitor value and stand behind the figures at audit.

Where to find it

Go to Fixed Assets and click the Assets tab.

Filters Section

Use these to narrow the list by classification or operational status.

FilterDescription
ClassFilter by broad accounting classification. All Classes shows everything.
CategoryRefine to a specific asset type — IT Equipment, Furniture, Vehicles.
Show InactiveIncludes assets disposed of or no longer in active use.
SearchApplies the filters and refreshes the table.

Add New Fixed Asset

The + New Fixed Asset button opens the registration form for a newly acquired asset — its initial cost, depreciation method and expected lifecycle. See New Fixed Asset.

Assets Table

ColumnDescription
# (Asset ID)The unique identifier. Click it to open the asset's detail view.
DescriptionThe asset's name or identifying description.
UOMUnit of measure.
ClassThe accounting class it belongs to.
Rate or LifecycleThe annual depreciation percentage, or the years of expected service.
MethodThe formula used to calculate value loss — Straight Line, Declining Balance and so on.
PurchasedThe date it was acquired.
InitialIts original purchase price or starting value.
DepreciationsAccumulated depreciation recorded against it to date.
CurrentCurrent book value — Initial less Depreciations.
Liquidation or SaleWhat was recovered if it has been sold or liquidated.

More Actions Menu

ActionWhat it does
EditChange the description, depreciation rate or status. Use it to correct errors or update details.
DeletePermanently removes the asset record.
Deleting is not the way to retire an asset. A sold or scrapped asset should go through Sale or Disposal, so its removal is accounted for; deleting the record leaves the ledger holding value for something you no longer own.

Keeping the register accurate

Depreciation only applies to what is recorded. An asset registered late, or left with the wrong method, produces a book value that will not reconcile — so run Depreciation on schedule and check this list against physical reality before each year end.

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