Client workspace

Fixed Assets

Available

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

What this menu does

Maintain the implemented asset register and depreciation basis.

Where to find it

Client workspace navigation: Accounting → Fixed Assets.

When to use it

Review an eligible source draft.
Initialize a historical asset when authorized.
Inspect asset register, schedule, and linked voucher context.

Before you begin

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

Page regions

01Asset summary
02Asset drafts
03Asset register
04Historical initialization
05Depreciation schedule and detail

Supported operations

Confirm an eligible asset draft

Purpose: Move a supported source draft into the controlled asset register.

1
Review source, asset classification, cost, useful life, and available validation.
2
Open a draft only when its source is ready and the workspace permits maintenance.
3
Confirm through the available action; do not recreate it as a separate manual asset.
4
Open asset detail to review register state, schedule, and accounting context.

Result

The confirmed asset remains traceable to source and accounting treatment.

Initialize a historical asset

Purpose: Record an authorized opening asset without claiming a new invoice source.

1
Choose historical initialization when available.
2
Enter supported opening facts: asset identity, historical cost, dates, and depreciation information.
3
Review validation and save only the authorized historical record.
4
Check the resulting asset register and schedule before accounting work.

Result

The historical asset is distinguishable from invoice-derived drafts.

Business rules and fields

Fixed Assets belongs under Accounting.
Only authorized editable workspaces offer confirmation or historical initialization.
Source corrections follow their owning workflow.

States you may see

Asset draftEligible for confirmationConfirmed assetHistorical assetDepreciation schedule availableRead-only

What happens next

The asset register retains a traceable basis for accounting review.

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.