Personal tools

Difference between revisions of "21 Fixed Assets"

From TrueERP wiki

Jump to: navigation, search
 
(2 intermediate revisions by one other user not shown)
Line 19: Line 19:
 
[[17 Warranty]]
 
[[17 Warranty]]
 
[[18 Customisable Fields]]
 
[[18 Customisable Fields]]
 +
[[19 Depreciation Date]]
 
[[20 Disposal]]
 
[[20 Disposal]]
  
Line 25: Line 26:
  
 
== Overview  ==
 
== Overview  ==
 +
 +
Fixed Assets Training
 +
 +
<br>
 +
 +
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.[ ] Depreciation Date - Can you set Depreciation start date?
 +
 +
20.[ ] Disposal - Where do you dispose of the asset?
 +
 +
<br> Notes: Are there any aspects in this area that more training would be useful?
 +
 +
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

Latest revision as of 22:48, 11 March 2015

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.[ ] Depreciation Date - Can you set Depreciation start date?

20.[ ] Disposal - Where do you dispose of the asset?


Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________