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21 Fixed Assets

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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?

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