Business

User Tools

Site Tools

Trace: • Import/add asset items from Finance • If requested by auditor, generate the Depreciation Detail Schedule report • 1099_generate_1099_report • Roll over depreciation distribution funds • Generate the Status Report
general:assetmanagement_eoysummary4

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
general:assetmanagement_eoysummary4 [2022/02/28 21:02] – emorenogeneral:assetmanagement_eoysummary4 [2023/09/11 14:44] (current) – emoreno
Line 1: Line 1:
-===== Add/import asset items from Finance =====+===== Import/add asset items from Finance =====
  
  
Line 19: Line 19:
   * Select the asset to extract from Finance.    * Select the asset to extract from Finance. 
   * Enter the **Date Acquired to Save As** and click **OK**. The item is now displayed on the Transaction Records tab.   * Enter the **Date Acquired to Save As** and click **OK**. The item is now displayed on the Transaction Records tab.
 +\\  \\
 VCV Click **Save** to save the item. Repeat this process to continue importing the additional asset items as only one record can be imported at a time. VCV Click **Save** to save the item. Repeat this process to continue importing the additional asset items as only one record can be imported at a time.
  
Line 28: Line 28:
  
  
-VCV If you have any inventory records that were not imported, you can manually enter those items that you will have a complete inventory for closing the year. Reference the [[general:assetmanagementchecklists:addingitemstoassetmanagement|Enter Records in Asset Management]] guide for additional information. +VCV If you have any inventory records that were not imported, you can manually enter those items so that you will have a complete inventory for closing the year. Reference the [[academy:assetmanagementchecklists:addingitemstoassetmanagement|Enter Records in Asset Management]] guide for additional information. 
 \\  \\ \\  \\
   * All //C - Capital Assets// must have a Transaction, Inventory, Depr Distribution, and Book Record entered.     * All //C - Capital Assets// must have a Transaction, Inventory, Depr Distribution, and Book Record entered.  
   * All //I - Inventory Assets// must have the Transaction and Inventory tabs completed only.   * All //I - Inventory Assets// must have the Transaction and Inventory tabs completed only.
  
general/assetmanagement_eoysummary4.1646082176.txt.gz · Last modified: 2022/02/28 16:02 (external edit)

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.