Asset Register

Navigte to Asset Register#

• Step 1: Access the Asset Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Step 2: Click on Asset Register as shown in the fig1 below.

• This displays a list view of Assets with reference to their Asset Group.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company
  • Asset Group
  • From
  • To
  • Status

Register a new Asset#

• To Register an Asset Register, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that are required to be populated:
  • Asset Group
  • Asset Name
  • Custodian
  • Billing Company
  • Utilizing Company
  • Department

• You also need to populate the fields in the Acquistion and Documentation tabs
  • Click the New button in both the Acquistion and Documentation tabs
  • For the Acquistion, make sure to fill the Invoice Amount, Vendor and Withholding tax.
  • After filling out the form, hit the Save and Close button.

View a Registered Asset#

• From the list view, click on the ID of the registered asset to view it

Edit a Registered Asset#

• You cannot edit an asset that has been acquired. You can only edit an asset that has been registered but with a status of pending.
• From the list view, select the registered asset you want to edit by clicking on a radio button
• Click the edit button to edit the asset.

Delete an Asset#

• From the list view, select the asset you want to delete by clicking on a radio button
• Click the delete button to delete the asset.

Other actions than can be carried out#

• The following actions can be carried on an asset:
  • Initialized - By selecting the asset and clicking the initialize button
  • Depreciated - By selecting the asset and clicking the Depreciate button
  • DepreciateAll - All assets can be depreciated
  • Discard - An asset can be discarded
  • Uninitialized
  • Reverse Depreciation
  • Reverse All Depreciation
  • Unfinalize

Export all Data#

• All the data about registered assets can be export to excel by clicking the Export button.