Module Asset: Difference between revisions

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=Introduction=
=Introduction=
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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.


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*'''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.
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=Installation=
=Installation=
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You just need to enable it in the module list.
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=
Below are the options available to configure this module.
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]]
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=Usage=


=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.
 
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===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]]
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===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.


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[[File:M20.png|alt=|none|thumb|855x855px]]
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