This article is part of the Fixed Assets Module training.  Click here for more information on the Fixed Assets Module and here for more information on the Asset Record (where Asset Related Expenses are listed)

 

 

The Fixed Asset Module allows Users to relate Expenses (AP Invoices and Journal Entries) to Assets.  This can be performed on the Expense record itself, or on the Asset record through the use of the 'Relate Expense' button

 


AP Invoice Record


Click the 'Link to Asset' checkbox in the AP Invoice header to link the Invoice details to specific Assets.  Once checked, the 'Asset' column will appear to the right of the 'Location' column, where each detail line can be linked to a selected Asset.


 

Journal Entry Record


Click the 'Link to Asset' checkbox in the Journal Entry header to link the JE details to specific Assets.  Once checked, the 'Asset' column will appear to the right of the 'Location' column, where each detail line can be linked to a selected Asset.


 

Asset Record - Related Expenses Tab - Link Expense Button


Click the 'Link Expense' button located on the 'Related Expenses' tab of the Asset record.  This will open the 'Link Related Details' prompt where the User can locate and select expenses to link to the Asset record.