Main Fixed Assets CS toolbar

Button
Function
New client button with a blank document icon
New client
Opens the
New Client
window where you can add a new client for processing. Shortcut:
Ctrl+N
.
Open client button with an icon of a yellow open folder
Open client
Opens the
Open Client
window, where you can select an existing client for processing. Shortcut:
Ctrl+O
.
Save button with icon of a floppy disk.
Save
Saves the open client's data. Shortcut:
Ctrl+S
.
Open Client Properties button with an icon of an open book and down arrow
Open Client Properties
Opens the
Client Properties
window from the
File
menu. Here you can update information for the current client. You can also select the down arrow to view summary information and links to external documents for the open client.
Select Period to Process button with icon of a globe and arrow
Select Period to Process
Opens the
Select Period to Process
window from the File menu. You can use this to enter or view data for a different processing period or to advance to a new processing period.
Open Client Note button with icon of a quaver
Open Client Note
Opens the
Client Note
window from where you can enter a note or reminder about the open client.
Open Client Status button with icon of a clock and down arrow
Open Client Status
Opens the
Client Status
window from where you can log events for clients, view scheduled events for the day, or schedule events. Shortcut:
F5
.
Cut button wiht icon of scissors
Cut
Cut the selected asset. Shortcut:
Ctrl+X
.
Copy button with icon of 2 documents
Copy
Copy the selected asset. Shortcut:
Ctrl+C
.
Paste button with icon of a clipboard and a document
Paste
Paste the selected asset. Shortcut:
Ctrl+V
.
Find Asset button with an icon of black binoculars
Find Asset
Opens the
Find Asset
option. Shortcut:
Ctrl+F
.
Open CS Connect button with an icon of a red peripheral connector
Open CS Connect
Opens CS Connect, a utility to help you with the following tasks.
  • Download application updates and user bulletins.
  • Retrieve licenses.
  • Receive other timely information.
Open FileCabinet CS button with an icon of an orange filing cabinet
Open FileCabinet CS
Opens FileCabinet CS. You can use this application for storage and retrieval of documents produced in by CS Professional Suite.
Print button with icon of a printer
Print
Opens the
Print
window, from which you can print reports and forms. Shortcut:
Ctrl+P
.
Print current asset button with an icon of a printer and the number 1
Print Current Asset
Opens the
Print Current Asset
window, which allows you to print the following reports. Shortcut:
Ctrl+1
.
  • The Depreciation Projection Report for any treatment being calculated for the current asset. This report displays current depreciation allowed for each year of the asset's life.
  • The Asset Information Report for the current asset. This report prints the information on the
    Depreciation
    tab of the
    Asset Detail
    window.
  • The Asset Note Report for the current asset. This report prints the information entered on the
    Note
    tab of the
    Asset Detail
    window.
Homepage button with icon of a house
Homepage
Opens the Fixed Assets CS
homepage
, which provides links to frequently used functions and information about the application's status.
The button will have a red exclamation point when a new alert is available. If you view the alert for at least 15 seconds, the exclamation point will disappear.

Asset Detail toolbar

The
Asset Detail toolbar
appears when you select
Add
or
Modify
in the Asset List window.
Point your cursor to a button on the toolbar to show a description.
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