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{{BasculeDevUserEn| | {{BasculeDevUserEn| | ||
name=Asset| | name=Asset| | ||
num= | num=51000| | ||
devdoc=[[Module Asset (developer)]]| | devdoc=[[Module Asset (developer)]]| | ||
userdoc=This page|}} | userdoc=This page|}} | ||
=Introduction= | =Introduction= | ||
. | The Asset Module provides features for managing and tracking assets, covering their lifecycle from creation to disposal. This documentation serves as a comprehensive guide to harness the full capabilities of this module, enabling users to achieve meticulous control over their assetrelated processes. | ||
<br /> | |||
*'''Module Capabilities:''' | |||
**'''Define Asset Models:''' | |||
***Create customized models for assets, facilitating the swift creation of entries. | |||
***Ideal for organizations with recurrent purchases of similar asset types. | |||
**'''Asset Creation:''' | |||
***Create customized models for assets, facilitating the swift creation of entries. | |||
**'''Depreciation Table Generation:''' | |||
***Generate detailed depreciation tables to visually represent the depreciation of assets over time. | |||
***Provides insights into asset value changes and aids in financial planning. | |||
**'''Asset Transactions:''' | |||
***Automate the creation of asset transactions, seamlessly integrated with the ledger for transparent financial tracking. | |||
**'''Disposal/Sale of Assets:''' | |||
***Efficiently manage the disposal or sale of assets. | |||
<br /> | |||
=Installation= | =Installation= | ||
{{NoInstallModuleEn}} | {{NoInstallModuleEn}} | ||
As the Asset Module is currently under development, follow these steps to install it: | |||
#Navigate to '''"Home – Setup - Other setup".''' | |||
#*[[File:M22.png|alt=|none|thumb|746x746px|'''New Asset's model''']] | |||
#Set MAIN_FEATURES_LEVEL to the value 2 to enable advanced features. | |||
#Activate the asset module in '''"Home – Setup - Modules/Application".''' | |||
#*[[File:M23.png|alt=|none|thumb|744x744px]] | |||
=Configuration= | =Configuration= | ||
Once the module is activated, a cog icon will appear on the module thumb. Click on it to access the module-specific setup page. | |||
[[File:M12.png|alt=|none|thumb|879x879px]] | |||
<br /> | |||
=Usage= | |||
= | ===Define Asset Models=== | ||
Create Asset Models to expedite the asset entry process. This is particularly beneficial for regularly purchased asset types. | |||
Steps: | |||
#Navigate to '''"Accounting – Assets - Model assets – New Asset's model"''' | |||
#*[[File:M13.png|alt=|none|thumb|584x584px|'''New Asset's model''' ]] | |||
#Fill out the form, providing detailed specifications for the asset model and press create. | |||
#Continue to input additional details, such as depreciation options and accounting accounts. | |||
#*[[File:M14.png|alt=|none|thumb|751x751px]] | |||
<blockquote>'''Note:''' ''The creation of asset models is optional but highly recommended for efficient asset management.'' | |||
<br /></blockquote> | |||
===Create Assets=== | |||
To create new asset, follow these steps: | |||
#Navigate to '''"Accounting –Assets – New asset".''' | |||
#*[[File:M15.png|alt=|none|thumb|848x848px]] | |||
#Fill out the form with accurate details regarding the asset and press create. | |||
#Input depreciation options and accounting accounts, or let the system auto-fill them if a predefined asset model is chosen. | |||
<br /> | |||
===Depreciation Table=== | |||
You can access the depreciation table in the asset's depreciation tab to visualize and analyze the asset's depreciation over time. This feature provides a comprehensive overview of the asset's financial implications. | |||
[[File:M16.png|alt=|none|thumb|792x792px]] | |||
<br /> | |||
===Asset Transactions=== | |||
The asset module automates the creation of asset transactions, seamlessly integrating them with the ledger with one click. | |||
Steps: | |||
#After creation of asset you can find new transactions in <small>'''"Accounting – Transfer in accounting – Recording in accounting - Miscellaneous operations"'''.</small> | |||
#*[[File:M17.png|alt=|none|thumb|761x761px]] | |||
#Click on '''‘’Record transactions in accounting’’''' to write all transactions into the ledger. | |||
#*[[File:M18.png|alt=|none|thumb|761x761px]] | |||
#Check the depreciation tab to verify the status change from 'in progress' to 'recorded.' in the depreciation tab of the asset. | |||
#*[[File:M19.png|alt=|none|thumb|764x764px]] | |||
===Disposal or Sale of Assets=== | |||
Dispose of or sell an asset with the following steps: | |||
#Go to the asset’s card. | |||
#Click on the disposal button and fill out the form in the popup with accurate details about the disposal or sale. | |||
[[File:M20.png|alt=|none|thumb|855x855px]] | |||
<br /> | |||
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