Would love for the custom field to show up on the Asset report so I can put in the % amount and if it is DV SL. Also Would love to be able to import a list of assets to assets
You can get what you want. If you think about it, the only standard report available for fixed assets is the Fixed Assets Summary, which is a movement report. It is far more typical to have a schedule of assets, showing acquisition cost, date in service, service life, depreciation method, accumulated depreciation and resulting book value. Some of these are automatically shown in the
Fixed Assets tab register. The others can be added under
Settings and marked to show as columns. You can select the order of your custom field columns, as well. Once you have it set up, you can simply export the
Fixed Assets register, import it to a spreadsheet, and add titles and headings as you desire.
Great Idea but was kind of hoping to use the same formatting as all the other manager reports so they all looked the same.
Is there a way to import an asset list to the asset register?
Apologies for bumping this topic.
Is this somehow possible now with the improved custom reports?
I’m wondering how to get a schedule of assets for given periods, since I think th
Fixed Assets tab register shows everything?
Yes, it does. But it is fairly easy to delete rows you don’t want after exporting, such as for assets already disposed.
If you want to create a custom report, you cannot get what you want, because the Fixed Assets table does not include dates. You can add custom fields, which are then available for filters. But they are treated only as text. So, you could add a custom field for purchase date, but you could not add a filter for dates between X and Y.
Can you clarify what you mean by:
You can add custom fields, which are then available for filters. But they are treated only as text.
As far as I can see, there is no way to have the date of purchase and the and the depreciation in one report, am I correct?
No, that is not correct. You can generate a custom report from the Fixed Assets table if you create those as custom fields. (Custom fields are exposed for custom reports.) You can list the date of purchase and the end of depreciation in such a report, presuming you have populated the custom fields with that information.
What I was trying to communicate was the idea that any dates you entered would only be treated in a custom report as text. In other words, you could not use a custom field to generate a list of fixed assets with purchase dates between January and June of 2019. You could only create a report that included, for example, “01/2019” in the purchase date custom field. And that is not what you seemed to want.
OK. I think I see what you are saying. This would mean that I have to put the annual depreciation in a custom field as well to have a report looking like:
Name, Date of Purchase, Annual depreciation
By the way, do you have any idea how are assets sorted in the Fixed Asset Summary report?
You are correct about what you would have to put into custom fields. But I misinterpreted your earlier post. I thought you wanted the end date of depreciation, not the depreciation amount itself. That might be better to get with a General Ledger Transactions report for your depreciation account.
The Fixed Assets Summary report is sorted alphabetically by the
Item name field. (I can’t be positive, but the sorting may happen in English because that is the language of the software.)
Yes, I thought about that, but that report doesn’t give the date of purchase.
You could include the purchase date in the asset name.
Ok how I got around this was did a custom field with the date of purchase for each asset and show as column so it comes out in the asset tab sheet then I went to the fixed asset tab and right clicked on the assets and instead of exporting to excel I printed or sent to one note. You can print to PDF. I have a macro set up on my keyboard that will automatically print the page to PDF
Yes, I did the same thing, but then realized I can only see the accumulated depreciation there and not per year.
I ended up with printing the Fixed asset summary and writing date and rate of depreciation on the paper.
@novica, you started with a typographical error that confused me, writing “the and the depreciation.” Then you mentioned annual depreciation, which would be a monetary amount that would have to come from the transactions table. Now you have mentioned the rate of depreciation, which could be something entered into a custom field. Depending on your depreciation scheme, that could be fixed or variable over the life of the asset.
The exact information you want in your report will determine whether you can get it directly from Manager, can create it from a Manager export, or must generate it entirely or mostly externally.
I noticed I made an error, but too late. Sorry about that.
I wanted the same thing as the original poster, and that is why I asked if there is anything new regarding those reports. And the workaround with the fixed assets tab wasn’t possible (because it shows accumulated depreciation). Maybe I didn’t explained my self well enough. Sorry about that too.
Oh. Well, that was somewhat roundabout. But here is the answer you really wanted. Meanwhile, we explored some interesting concepts.
Nothing has changed regarding the original poster’s first request. The best way to get a schedule of fixed assets with supporting information is the way I described in post #2. That is what I do, and my custom fields are the ones necessary to furnish information required by my tax authority. In my case, I have to transcribe the information to the actual form demanded by the authority for submission, so I usually skip the export step and transcribe directly from the Fixed Assets tab screen. My tax software carries over information from the previous year, so the job is reduced to making any edits necessary.
The second question in the original post was about importing lists of assets. That is now possible with Batch Create.