Finance System - Assets Module

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Index to Fixed Asset module training documents.

Create an Asset (Additions)

Assets are added to the Asset Register automatically or manually:

• Automated Additions
• Manual Additions
• Multiple Assets Worksheet

Update an Asset

There are three ways to update asset records:

• Adjust an Asset
• Transfer an Asset
• Retire an Asset

Inquiries

There are three ways to make on-line inquiries (i.e. retrieve asset information):

• Inquire on Financial Information
• Inquire on Transaction History
• Inquire on Asset Workbench

Reports

• List of Reports
• Run Reports
• Export Reports to Excel

The Financial Management Practice and Procedures Manual (Chapter 8: Assets) contains comprehensive procedures regarding the management of assets and the Fixed Asset System. These training materials contain numerous links to relevant policy and procedures and the forms to be used when managing assets.