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Asset List window

The
Asset List
 window opens automatically after you add a new client in Fixed Assets CS or open an existing client.
 This window displays the assets that have been entered (in the
Asset Detail
 window) for the open client's selected business activity.

Customizing the Asset List window

  • Assets are listed by asset number, by default. To re-sort the asset list, select any of the column headings.
  • To change the width of any column, select and drag the left or right border of a column heading. If you change the width of any column, the change is retained for that client.
  • You can specify which columns appear in the
    Asset List
     window. (See lists of default columns and optional columns.)
  • To define associations (which you can view as columns) for the client, select
    Setup
    , then
    Associations
     while the
    Asset List
     window is open.
  • By default, the folders block in the asset list window is always visible. However, you can set an option on a user-by-user basis (in the
    Setup
    ,
    User Preferences
    , then
    Miscellaneous
     tab) to have Fixed Assets CS automatically hide and show the folders block when the mouse pointer moves over, and away from, the folders block area.

Asset data entry

  • To
    add
     a new asset for the current activity, select
    Add
    . This opens a new record in the
    Asset Detail
     window.
  • To
    modify
     an existing asset, select the asset to select it and then select
    Modify
     to open its record in the
    Asset Detail
     window.
  • To
    delete
     an asset, select the asset in the
    Asset List
     window, and then select
    Delete
    . You will be prompted to verify that you want to delete the asset.

Fields & buttons

The folders that appear in the left side of the
Asset List
 window are based on the open client's entity type. All of the assets for a single business activity are grouped within the related folder. For example, if the open client is an individual, the
Business
 folder pertains to asset information for Schedule C, Part 2.
  • To see the full name of any folder, hover the mouse pointer over the folder for a moment.
  • To enter asset information for a different activity, select the relevant folder.
  • To add a new asset for the selected activity, select
    Add
    . This opens a new record in the
    Asset Detail
     window.
  • To modify information for an existing asset within the selected activity, select the asset to select it and then select
    Modify
     to open that asset's record in the
    Asset Detail
     window.
  • Horizontal lines on a folder indicate that asset information has been entered for that activity.
  • A double-folder icon indicates the folder contains multiple-unit activities.
  • If you are licensed for FileCabinet CS, select
    FileCabinet CS
     to view FileCabinet CS documents from within Fixed Assets CS.
Select the button to open the
Client Summary Information
 window. The two tabs in this window (the
Graph Summary
 tab and the
Tax Summary
 tab) contain graphical summary information and tax summary amounts.
Select this button to open the Elect Section 179 window, which lets you enter section 179 expense for eligible assets.
Select this button to open the
Vehicle Entry
 window in which you can review data-entry information for all of a client's vehicle assets at once.
Select this button to open the
Mass Disposition
 window in which you can add, edit, or delete mass dispositions.
This field shows the description of the currently selected business activity.
Select
Print Asset List
 to print the Asset List report. By default, this report includes only the assets in the current activity. If you want to include assets from all activities, mark the
Include All Activities
 checkbox.
Displays the assets that have been entered for the current business activity.
For details on customizing the asset list window or entering asset data, see the
Customizing the Asset List
 window and
Asset data entry
 sections.
This pane displays the totals of any currency columns for the current activity and for all activities.

Tabs in this window

One or more of the
Asset Import
 tabs - Acquisitions, Disposals/Transfers, Updates, and Prior Year Disposals/Transfers - appear at the bottom of the
Asset List
 window if one or more of the following conditions are met.
  • Information is available to import from the Fixed Assets Inventory module.
  • Information is available to import from the UltraTax/1040 Web Client Organizer.
  • You marked the
    Display prior year disposals/transfers that occurred during the personal property assessment period ending
     checkbox in the
    Setup
    ,
    Options
    , then
    Asset List
     tab.

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