Printing worksheets and reports for conducting a physical inventory (Inventory module)

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:

See also: Inventory processing sequence

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

  1. Open the active inventory.
  2. Choose Inventory > Print.
  3. In the Inventory tab, choose Worksheets from the drop-down list. (Standard inventory worksheets)
  4. To print any of the following worksheets which will assist you in conducting a physical inventory, double-click them to move them to the Selected pane.

    Note: You can modify the page layout for each of these worksheets by clicking the Options button. The New Asset and Asset Detail worksheets allow you to make additional modifications; click the name of the worksheet for more information.

    • New Asset Worksheet
      • Include / exclude the data fields being inventoried (that is, the columns selected for the inventory)
      • Set default values to be printed for the data fields
      • Include / exclude the Notes / Questions section
      • Modify the page layout (1 printed page per sheet, duplex, 2 up, or 2 up duplex)
    • Asset Detail Worksheet
      • Select to print certain assets based on association values, date in service, date disposed, cost/basis, net book value, disposals, situs in which the asset resides, review status, and/or inventory status. For example, you can choose to print the worksheet for all assets that have an inventory status of Missing.
      • Include / exclude the data fields being inventoried (that is, the columns selected for the inventory)
      • Include / exclude the Notes / Questions section
      • Modify the page layout (1 printed page per sheet, duplex, 2 up, or 2 up duplex)
    • Sale Worksheet
    • Trade Worksheet
  5. To print the Association Detail report, choose Reports in the Inventory tab and then double-click the report to move it to the Selected pane. Click the Options buttons to modify the page layout, or to include or exclude the associations you want to print detail for.

    Tip: Use the Association Detail report to print the acceptable values for association fields that maintain lists.

  6. Click the button to print to a printer, to the Depreciation Spool, or to FileCabinet CS / File Drawer.

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).

Share This