Inventory worksheets and reports are designed to help conduct the physical inventory as well as reconcile the physical inventory back to the Inventory asset list.

The standard reports in the following list pertain to the open client. By default, each report includes all assets. You can modify reports to include only certain assets.

• Asset Detail: Includes complete asset information for each asset chosen for the current inventory.
• Association Detail: Contains details of all of the client's associations that maintain lists.
• Inventory Status: Lists all assets in the current inventory, with inventory and review status.
• Tag Number Report: Lists assets by tag number. Report can be modified to print only assets with no tag number, only assets with duplicate tag numbers, or only assets that have no tag numbers or duplicate tag numbers.
• Book Current Year Additions: Contains year-to-date asset information for the current fiscal year, by group (default setting). For each asset, includes the asset number, description, date in service, and cost. Only assets acquired in the current fiscal year are shown.
• Book Current Year Disposals: Contains year-to-date disposal data (excluding retired and out-of-service assets).
• Tax Current Year Additions: Includes year-to-date asset information for the current fiscal year, by group (default setting). For each asset, includes the asset number, description, date in service, and cost. Only assets acquired in the current fiscal year are shown.
• Tax Current Year Disposals: Includes year-to-date disposal data (excluding retired and out-of-service assets).
• Insurance Detail: Contains insurance information entered for assets.
• Warranty Detail: Contains warranty information entered for assets.

Was this article helpful?

Yes No

Submit