en:asset
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revisionNext revisionBoth sides next revision | ||
en:asset [2022/04/07 13:17] – [3.3 Creating a fixed assets card from the stock depreciation document] triinp | en:asset [2022/04/08 12:56] – [7.2 Detailed user management] triinp | ||
---|---|---|---|
Line 237: | Line 237: | ||
- | ==== 3.1. Creating a fixed assets | + | ==== 3.1. Creating a fixed asset card from the purchase invoice document ==== |
Enter the purchase invoice, select an asset account in the Account field, to which the acquisition cost of fixed assets must go. | Enter the purchase invoice, select an asset account in the Account field, to which the acquisition cost of fixed assets must go. | ||
Line 255: | Line 255: | ||
Maintenance, | Maintenance, | ||
- | ==== 3.2. Creating a fixed assets card from the purchase | + | ==== 3.2. Creating a fixed assets card from the expense document ==== |
After confirming the expense, a '' | After confirming the expense, a '' | ||
Line 264: | Line 264: | ||
- | ==== 3.3 Creating a fixed assets | + | ==== 3.3 Creating a fixed asset card from the stock depreciation document ==== |
After confirming the stock depreciation, | After confirming the stock depreciation, | ||
- | ==== 3.4. Creating a fixed assets | + | ==== 3.4. Creating a fixed asset card from register==== |
The Fixed Assets card can be created from the Fixed Assets register or from the Fixed Assets card. | The Fixed Assets card can be created from the Fixed Assets register or from the Fixed Assets card. | ||
Line 276: | Line 276: | ||
There is no pre-filled data on the manually created fixed assets card. | There is no pre-filled data on the manually created fixed assets card. | ||
- | ==== 3.5. Creating a fixed assets | + | ==== 3.5. Creating a fixed asset card from bulk import module ==== |
For large data amounts, it is convenient to use the bulk import module. Provides the ability to import a pre-formatted Excel spreadsheet with fixed asset card information into Directo and as a result, a corresponding number of fixed asset cards are created in Directo. Large data updates are also possible through the same module. | For large data amounts, it is convenient to use the bulk import module. Provides the ability to import a pre-formatted Excel spreadsheet with fixed asset card information into Directo and as a result, a corresponding number of fixed asset cards are created in Directo. Large data updates are also possible through the same module. | ||
Line 316: | Line 316: | ||
The last step is maintenance. '' | The last step is maintenance. '' | ||
- | {{:et:jane20211003-191131.png}} | + | |
+ | {{:et:triinp20220408-083336.png}} | ||
If no date is entered, depreciation is saved with the current date and depreciation transactions can no longer be made in earlier periods. | If no date is entered, depreciation is saved with the current date and depreciation transactions can no longer be made in earlier periods. | ||
Line 548: | Line 549: | ||
==Example == | ==Example == | ||
* Depreciation period 01.04 - 31.05.22 | * Depreciation period 01.04 - 31.05.22 | ||
- | {{: | ||
+ | {{: | ||
== 5.2.4.2. Non - periodized amortization== | == 5.2.4.2. Non - periodized amortization== | ||
Line 563: | Line 564: | ||
==Example== | ==Example== | ||
- | * Depreciation period 01.06 - 31.06.22 | + | * Depreciation period 01.06 - 31.07.22 |
- | {{: | + | |
+ | {{: | ||
=== 5.2.5. Depreciation can be calculated either at the remaining value or at the end of the calculation === | === 5.2.5. Depreciation can be calculated either at the remaining value or at the end of the calculation === | ||
Line 611: | Line 612: | ||
The car is used in the sale and warehouse departments at the same time, and the cost is shared between 30% of the sales department and 70% of the warehouse department. | The car is used in the sale and warehouse departments at the same time, and the cost is shared between 30% of the sales department and 70% of the warehouse department. | ||
- | + | ||
- | {{:et:jane20220220-124205.png}} | + | {{:et:triinp20220408-100610.png}} |
If there is proportion | If there is proportion | ||
- | {{: | ||
- | |||
+ | {{: | ||
==== 5.5. Proportional write-off ==== | ==== 5.5. Proportional write-off ==== | ||
Line 635: | Line 635: | ||
- | === 5.6.1.Diminishing balance method- | + | === 5.6.1.Diminishing balance method- depreciation |
- | {{:mustand:jane: | + | {{:et:triinp20220408-102734.png}} |
The activities tab shows the calculated depreciation. | The activities tab shows the calculated depreciation. | ||
- | {{:mustand:jane: | + | {{:et:triinp20220408-103820.png}} |
+ | === 5.6.2. Straight line method - depreciation calculated in advance === | ||
- | === 5.6.2. Straightline method - precalculated depreciation === | + | {{:et:triinp20220408-104421.png}} |
- | + | ||
- | + | ||
- | {{:mustand:jane: | + | |
The activities tab shows the calculated depreciation. | The activities tab shows the calculated depreciation. | ||
- | {{:mustand:jane: | + | {{:et:triinp20220408-105202.png}} |
=== 5.6.3. Example - fixed asset history is generated 2 months ahead === | === 5.6.3. Example - fixed asset history is generated 2 months ahead === | ||
Line 663: | Line 659: | ||
* if depreciation transaction is forgotten to create, the data in balance sheet and asset history report are not the same | * if depreciation transaction is forgotten to create, the data in balance sheet and asset history report are not the same | ||
- | {{:et:jane20220216-114234.png}} | + | {{:et:triinp20220408-110445.png}} |
\\ | \\ | ||
\\ | \\ | ||
Line 697: | Line 692: | ||
* **House**: text field | * **House**: text field | ||
* **Apartment**: | * **Apartment**: | ||
- | * **Koha nimi**: text field | + | * **Place name**: text field |
* **Zip**: text field | * **Zip**: text field | ||
* **City/ | * **City/ | ||
Line 745: | Line 740: | ||
If the system setting '' | If the system setting '' | ||
- | {{:et:jane20220401-112023.png}} | + | {{:et:triinp20220408-125357.png}} |
**Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et: | **Type**- asset type in Personnel module. Selection from the drop-down menu. Setup: [[et: | ||
Line 759: | Line 754: | ||
If user is added to the fixed asset card through Users tab, then it is immediately in the Assets tab on personnel card: | If user is added to the fixed asset card through Users tab, then it is immediately in the Assets tab on personnel card: | ||
- | {{:et:jane20220401-112153.png}} | + | {{:et:triinp20220408-125539.png}} |
- | + | ||
=== 7.2.1 Setup and usage options === | === 7.2.1 Setup and usage options === | ||
en/asset.txt · Last modified: 2023/05/23 09:38 by triinp