Edit or register a draft fixed asset

Change the details of a draft fixed asset. You can register the asset if you have the Adviser user role.

  1. Go to Accounts, then click Fixed Assets.
  2. Click the asset number to open the asset details.
  3. Make your changes to the asset record.
  4. Click Save as Draft or Register.

Each time you edit an asset, a note is added to the history.

To view the original transaction for the asset, click the See original bill link. This will show once you have registered an asset.
You can edit draft assets in bulk using the import feature.