Adding Fixed Assets CS data locations

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If your firm has multiple branches that share the same installation of Fixed Assets CS, you can add data locations so that data can be stored separately for each branch. In addition to allowing each branch its own data location, this also allows firms to maintain their own configurable items. We recommend that you set up a data location for each branch so that each branch can maintain its own separate configurable items, such as asset labels, custom methods, custom reports, and state calculations

Note: Although it is not typical, a single branch can add multiple data locations. For example, a branch may want to add a separate data location for each preparer.

  1. Choose Setup > System Configuration.

    Note: Depending on your security configuration, you might need to enter the master password before you can open the System Configuration dialog.

  2. Click the Data Locations tab.
  3. Click the Add Data Location button.
  4. In the Add Data Location dialog, click the Enter Path button next to the Enter the path of the Fixed Assets CS data location field.
  5. In the Modify Location dialog, navigate to the folder in which you want to store the Fixed Assets CS client data.
  6. Click OK.
  7. Select the appropriate path from the Enter the path of the FileCabinet CS data location field.
  8. Enter a description for this data path (or group of data paths) in the Enter an alias for this collection of data locations field.
  9. Click OK to close the Add Data Location dialog.
  10. If this data location should have the same asset labels, custom methods, custom reports, and customized state calculations as another data location, click the Transfer Configurable Files button to add these items to the new data location. 
  11. Click OK to close the System Configuration dialog.

Notes

  • When Fixed Assets CS is installed on a network, it is unusual for a data path to point to a location on a local hard drive. If you add a data path that is on your local hard drive, Fixed Assets CS prompts you to confirm the location.

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