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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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