Transferring multiple assets simultaneously

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Multiple assets can be transferred simultaneously to a different activity or to one of four associations within the same activity. Eligible associations include cost center, department, division, and location. Use the following procedure to enter and update transfer information for multiple assets. This information enables the application to properly calculate current depreciation and delete the original assets after the current year, when applicable.

Notes

  1. Open the desired client and, if necessary, click an activity folder.
  2. In the Asset List window, choose Tasks > Mass Transfers.
  3. In the Mass Transfer dialog, click the Add button.
  4. In the Add Mass Transfer dialog, enter a brief description of the transfer (such as "Moved Office Equipment").
  5. Enter a date in the Date of transfer field.
  6. Click Continue to open the Enter Transfer Information dialog.
  7. In the Assets available to select pane on the left, highlight the assets to be included in the mass transfer.

    Notes

    • Disposed and current-year assets cannot be transferred and will not appear in the list.
    • Use the fields in the Focus asset listing group box to limit the list of available assets to those that are assigned to a specific group, location, or other association value.
  8. Click the Select button to move the assets to the Assets selected pane on the right.
  9. In the Type of transfer field, select either Activity or an association from the drop-down list. Eligible associations, which must be set up for the asset, include cost center, department, division, and location.
  10. In the Transfer to field, select the activity or association to which you want to transfer the assets. The options available in the drop-down list depend on the selection in the Type of transfer field.
  11. Click OK to save the mass transfer.
  12. Click Done to close the Mass Transfer dialog.

Related topics:

Share This