User manual

1. Welcome to Fixed Assets

What the program does, who does what, and the few ideas everything else builds on.

2. Signing in

Your password, the authenticator app, recovery codes and what to do if you are locked out.

3. Finding your way around

The top bar, the dashboard, the asset list and the asset page.

4. Setting up (administrators)

Books, companies, asset classes, locations, Part 32 rates, tax limits, users and rules.

5. Importing your spreadsheet

Bringing your existing assets and their opening balances over from Excel.

6. Adding a new asset

Entering an asset you have bought or built, saving it as a draft and sending it for approval.

7. Approving

For approvers: reviewing what preparers send you, approving it or sending it back.

8. Recording changes

Disposals, partial retirements, transfers, cost adjustments, depreciation changes and impairments.

9. Month-end

Closing a month, catch-ups, journal entries and reopening.

10. Reports

Every report, what it shows and when to use it. All of them download to Excel.

11. For auditors and other viewers

What a read-only user can see, and where to find the evidence auditors usually ask for.

12. How depreciation is worked out

The methods and conventions, in plain English.

13. Common questions

Quick answers to the questions people ask most.

14. Glossary

The words used in this manual and in the program.