Fixed Assets - Management View

The Fixed Assets screen allows users to view, manage and export the list of registered assets within the system. This module ensures accurate tracking, control and documentation of all company-owned fixed assets.

Displays the list of existing fixed assets with the following main columns:

Name - The designation of the asset.
Code - The internal identification code of the asset.
Companies - The company to which the asset is assigned.

Main Features

Add Fixed Asset

Selecting Add Fixed Asset opens a creation window where you can define the attributes of the new asset.

The form includes mandatory fields such as

Name - Enter the full name or description of the asset. This field is required for the asset to be saved.
Currency - Select the appropriate currency used to value the asset. This ensures that all accounting records are aligned with financial reporting standards.
Company - Defines the company the asset belongs to. By default, the field may display Tenant-Wide if the system is shared across multiple entities.

Mandatory fields are marked with a red asterisk (*).

At the bottom of the window, the following actions are available:

Cancel – closes the form without saving any changes;
Save and New – saves the current record and immediately opens a new blank form to register another asset;
Save – saves the record and closes the modal.

Once saved, the asset becomes immediately available in the list and can be used.

Refresh

The Refresh button reloads the assets list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.

Global Filters

At the top of the screen, users can apply global search filters to refine the displayed results. These filters allow assets to be located using various criteria such as currency or companies.

Multiple filters can be combined cumulatively to optimize search results and reduce navigation time.

Export

The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.

Columns

Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.

Column Sorting

By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.

Column Filters

Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:

Starts With – displays only records beginning with the entered value;
Contains – finds all records that include the value anywhere in the field;
Equals – shows exact matches only;
Ends With – filters results that end with the entered value.

After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.

Pagination

At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive assets lists efficiently.

Access to Service Details

To access the Asset Details Screen simply click on the asset name or the corresponding view icon.

This opens the Asset Detail Screen where users can review, edit and manage all information related to that asset.