Edit or register a draft fixed asset

Change the details of a draft fixed asset. You can register the asset if you have the Advisor 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.

You can edit draft assets in bulk using the import feature.