The Asset Card

Select an asset and click Show asset card (or the card toolbar icon) to open the detail view.

Asset card showing Fixed Asset Details tab

The card has three tabs:

Fixed Asset Details

The Fixed Asset Details tab includes the following editable fields:

Field Type Notes
Name Text (max 255) Required
Description Text (max 1000) Optional
Asset group Dropdown Read-only after capitalization
Purchase date Date Cannot be after earliest operation date
Asset tag Text (max 255) Must be unique within the company
Serial number Text Optional
Location Dropdown Optional, can add new locations
Notes/Comments Text Optional
The Fixed Asset Details tab also includes the following read-only financial fields (set by operations):
Field Description
Initial value Set during capitalization
Accumulated Depreciation Updated by depreciation operations
Current book value Calculated: Initial value − Accumulated depreciation ± Revaluations
Currency Company currency
First Depreciation Date Set during capitalization
Next Depreciation Date Advanced by each depreciation run
Important: The asset group cannot be changed after the asset has been capitalized. Financial values (initial value, book value, depreciation dates) can only be modified through operations, never by direct editing.

Fixed Asset Operations

The Fixed Asset Operations tab shows the complete history of operations performed on the asset.

Asset card showing Fixed Asset Operations tab with creation, capitalization, and depreciation history

The operations grid displays the following columns:

Column Description
Date When the operation was performed
Operation Type Creation, Capitalization, Depreciation, Revaluation, Disposal, Undo Capitalization
Amount The monetary impact of the operation
Accumulated depreciation Running total of depreciation after this operation
Book Value Asset book value after this operation

Selecting an operation shows its Details (who performed it, depreciation method, lifetime) and Financial Postings (the journal entries created).

Fixed Asset Financial Postings

The Fixed Asset Financial Postings tab shows all journal entries posted for the asset across all operations. Use this tab to review the posting history for the asset.