Standard inventory reports (Inventory module)

Alerts and notices

Note: The Fixed Assets Inventory module is licensed separately from Fixed Assets CS.

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.

Internal notes


Support: The separate license needed to access the Inventory Module is named DINVNAME.DAT.

  • You first need to verify if the firm is licensed for the Inventory module in Flash or EMS. If they are, have the user download their licenses. If the firm encounters issues downloading their licenses, you can download the firm's license, rename their DWNAME.DAT to DINVNAME.DAT, and then email the license file you created to the firm.

    Never walk an external user through renaming their DWNAME.DAT license. This is to be completed internally only if a firm is having problems with downloading their licenses.

  • If the firm is not licensed for the Inventory module, you will need to submit an EMS Help Desk ticket so that the license can be made available to the firm through CS Connect. If the firm does not license the Inventory Module and is interested in doing so please transfer the user to Sales (x751363).