Difference between revisions of "21 Fixed Assets"
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| − | == Overview | + | == Overview == |
| + | |||
| + | |||
| + | |||
| + | Fixed Assets Training | ||
| + | |||
| + | |||
| + | |||
| + | Company:___________________________ Signed:____________________________ | ||
| + | |||
| + | Name:___________________ Position:______________ Date: _____________ | ||
| + | |||
| + | Trainee to complete: Please tick | ||
| + | |||
| + | 1. [ ] Asset Types | ||
| + | Have you set-up asset types? | ||
| + | |||
| + | 2. [ ] Preferences | ||
| + | Where do you set your preferences for Fixed Assets? | ||
| + | |||
| + | 3. [ ] Accounts | ||
| + | Have you defined your default account postings for your fixed assets? | ||
| + | |||
| + | 4. [ ] Chart of Accounts | ||
| + | Can you view your fixed asset accounts? | ||
| + | |||
| + | 5. [ ] Depreciation Settings | ||
| + | How do you set your depreciation frequency? | ||
| + | |||
| + | 6. [ ] Finding in Help | ||
| + | How do you open your help file? | ||
| + | |||
| + | 7. [ ] Show Postings | ||
| + | Where can I see the depreciation postings for the future? | ||
| + | |||
| + | 8. [ ] New Asset | ||
| + | How to add a fixed asset? | ||
| + | |||
| + | 9. [ ] Insurance | ||
| + | Where can you add insurance details for the asset? | ||
| + | |||
| + | 10.[ ] Warranty | ||
| + | Where can you add warranty details for the asset? | ||
| + | |||
| + | 11.[ ] Tax Value | ||
| + | Why is there two depreciation tabs, referring to Tax value and Book value? | ||
| + | |||
| + | 12.[ ] Altering Accounts | ||
| + | Can you alter the individual accounts per fixed asset? | ||
| + | |||
| + | 13.[ ] Depreciation Method | ||
| + | Where do you change how each asset depreciates? | ||
| + | |||
| + | 14.[ ] Book Value | ||
| + | Why is there two depreciation tabs, referring to Tax value and Book value? | ||
| + | |||
| + | 15.[ ] Show Postings | ||
| + | Can you see the fixed asset posting in your chart of accounts? | ||
| + | |||
| + | 16.[ ] Service Logs | ||
| + | How do you set-up a service log? | ||
| + | |||
| + | 17.[ ] Warranty | ||
| + | Do you understand where warranty details display? | ||
| + | |||
| + | 18.[ ] Customisable Fields | ||
| + | Can you add your own fields? | ||
| + | |||
| + | 19.[ ] Disposal | ||
| + | Where do you dispose of the asset? | ||
| + | |||
| + | |||
| + | Notes: | ||
| + | Are there any aspects in this area that more training would be useful? | ||
| + | |||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
| + | _____________________________________________ | ||
Revision as of 09:45, 30 June 2011
Overview
Fixed Assets Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Asset Types
Have you set-up asset types?
2. [ ] Preferences
Where do you set your preferences for Fixed Assets?
3. [ ] Accounts
Have you defined your default account postings for your fixed assets?
4. [ ] Chart of Accounts
Can you view your fixed asset accounts?
5. [ ] Depreciation Settings
How do you set your depreciation frequency?
6. [ ] Finding in Help
How do you open your help file?
7. [ ] Show Postings
Where can I see the depreciation postings for the future?
8. [ ] New Asset
How to add a fixed asset?
9. [ ] Insurance
Where can you add insurance details for the asset?
10.[ ] Warranty
Where can you add warranty details for the asset?
11.[ ] Tax Value
Why is there two depreciation tabs, referring to Tax value and Book value?
12.[ ] Altering Accounts
Can you alter the individual accounts per fixed asset?
13.[ ] Depreciation Method
Where do you change how each asset depreciates?
14.[ ] Book Value
Why is there two depreciation tabs, referring to Tax value and Book value?
15.[ ] Show Postings
Can you see the fixed asset posting in your chart of accounts?
16.[ ] Service Logs
How do you set-up a service log?
17.[ ] Warranty
Do you understand where warranty details display?
18.[ ] Customisable Fields
Can you add your own fields?
19.[ ] Disposal
Where do you dispose of the asset?
Notes:
Are there any aspects in this area that more training would be useful?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
