Assets

To Access the Assets screen, go to:

1. Account > Day to Day Bookkeeping
2. Assets

To add a new asset, first select the applicable property from the Property Chooser and then click "Add."

Specify any relevant details of the asset including:

1. The invoice number
2. The Owner Account Category
3. Item Name
4. Contact
5. Comments
6. Amount
7. Date of payment
8. Warranty information
9. Click the "Add" button

1. Click on the Paper Clip icon beside the asset, to open the Upload / Receipt window
2. Click Select File and locate the JPG or PDF image file from your computer
3. Alternatively, Drag and Drop a JPG or PDF image file directly on to the window

1. Use the scroll bar to locate the Scan Column
2. Select the Row containing the scanned document
3. Click on the scanned document icon to view the document

To send the link by email, copy the URL and paste into an email:

To charge the owner for an asset, click the "person" icon to apply it to the owner statement:

Specify the statement date and click "Add."

To make the invoice/scanned document visible to the owner, click "Edit" and then select the checkbox within the "Allow Owner to View Invoice" column:

Additional columns can be added into the table such as the item serial number, if the asset is in the owners account, and the payment method. Click the "Column Chooser" icon:

Drag and drop the desired columns into the table: