IntelligentTaxProduct Documentation
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Client workspace

Fixed assets

Available

Initialize transferred historical assets and confirm eligible invoice-derived asset drafts.

What this menu does

Establish a client fixed-asset register from opening balances and supported invoice-derived drafts.

Where to find it

Client workspace navigation: Assets → Fixed assets.

When to use it

  • Review asset counts and pending drafts.
  • Initialize an opening historical asset.
  • Confirm an eligible fixed-asset draft created from an invoice.

Before you begin

  • Open the correct client workspace.
  • Confirm the company name shown in the workspace header.

Page regions

  1. 01Asset summary
  2. 02Pending drafts
  3. 03Asset ledger
  4. 04Initialize asset form
  5. 05Draft confirmation
  6. 06Account selectors and depreciation inputs
  7. 07Pagination

Supported operations

01

Initialize an opening asset

Purpose
Transfer a historical asset into the system as of a controlled takeover date.
  1. 1

    Select Initialize asset.

  2. 2

    Enter asset name, category, cost, acquisition date, placed-in-service date, system takeover date, opening accumulated depreciation, useful life, depreciation start month, residual value, method, location, department, and custodian as applicable.

  3. 3

    Choose valid asset, accumulated-depreciation, and depreciation-expense accounts.

  4. 4

    Review the transfer impact and submit.

Result

A transferred historical asset is added to the register with its opening values.

02

Confirm an asset draft

Purpose
Turn an eligible invoice-derived suggestion into a fixed-asset register item.
  1. 1

    Review Pending drafts and open the target source.

  2. 2

    Confirm asset name, category, dates, cost/suggested amount, useful life, method, residual value, and account mapping.

  3. 3

    Read the confirmation impact.

  4. 4

    Select Confirm asset and verify it moves into the asset ledger.

Result

The draft becomes an asset register item tied to its source.

Business rules and fields

  • The current page implements opening-asset transfer and draft confirmation; depreciation runs, disposal, and transfer operations are not documented as available here.
  • Cost and useful life must be positive; dates and depreciation start month must be valid.
  • Asset, accumulated-depreciation, and expense accounts are required by the selected operation.
  • Read-only workspace or missing manage access blocks confirmations.

States you may see

Pending draftActive assetOther lifecycle states shown in the register are read-only unless an enabled action exists

What happens next

  • The client has a traceable fixed-asset register item with opening or invoice source context.

Common problems

What you seeWhy it happensWhat to do

The page is view-only or an action is missing.

The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.

Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.

A save, generation, or load action fails.

Business validation, missing source data, an expired session, or a temporary service problem can block the action.

Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.

Visibility and access

The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.

System screenshots

Initialize transferred historical assets and confirm eligible invoice-derived asset drafts.