Fixed Assets - Profile & Details

The Fixed Asset Details screen provides a complete overview of each registered asset, including identification data, suppliers, financial details, important dates and related documentation.
This interface enables efficient asset tracking, cost control and lifecycle management from acquisition to disposal.

⚠️ Note: Some fields in the header may appear greyed out, indicating that they are non-editable (locked).
These fields are restricted to preserve data integrity and system consistency. Examples include Currency, Companies and Created On (Date of Creation).

At the top of the Asset Details, the header section contains the essential identifying information for each asset.

These fields are summarized below:

Field	Description	Notes
Name*	Official name of the asset.	Mandatory field.
Code	Internal reference code for asset identification.
Currency	Currency in which the asset’s value is expressed.
Serial Number	Unique identifier.	Useful for warranty and service tracking.
Unit of Measure	Defines how the asset is quantified.
Invoices	Relates the asset to one or more invoices recorded in the system.	Maintains traceability between accounting and asset data.
Suppliers	Identifies the suppliers associated with this asset.	Multiple suppliers may be listed, if applicable.
Classification	Identifies the asset’s type or category.
Companies	The company that owns the asset.
Created On	Date and time the record was created.	Automatically generated by the system.
Description	Free-text area for additional details.

Below the header, the Asset Details is divided into several supporting sections that organize additional information:

Details,
Dates,
Documents.

Fixed Assets - Details Section

The Details tab displays the financial and quantitative information related to the asset.
It is where users can record the asset’s purchase value, update cost details and view depreciation or residual values.

Column	Description	Notes
Date	The date related to the asset’s financial entry.
Value	The monetary value assigned to the asset.	Represents either the purchase cost or an updated valuation
Currency	The currency of the entered value.
Amortization	Displays the calculated depreciation value (if applicable).
Fees Total	Shows the total value of additional fees applied to the asset.	Opens the Fee Details window where users can add or manage fees.
Current Unit Value	Identifies which record represents the asset’s current value.	Helps users distinguish the active valuation entry.
Residual	Identifies which record corresponds to the residual (book) value.	Indicates the remaining worth after amortization.

The Details table includes several actions that allow users to manage asset value records efficiently.
These actions provide flexibility to update, adjust or remove entries while maintaining accurate financial data.

Add new

Creates a new line for entering additional cost or valuation adjustments for the same asset.
Each entry contains its own date, value, amortization and associated fees.

⚠️Notes:

Multiple entries may be added to reflect value changes over time.

The latest record typically represents the current unit value of the asset.

Remove

Appears when one or more entries are selected via the checkbox.
Allows users to delete specific value records that are no longer relevant.

⚠️Notes:

Deletion requires confirmation and automatically updates calculated totals.

The current and residual indicators are adjusted after deletion.

Fee Total (Button)

The Fee Details button allows users to record additional costs related to the asset.

Column	Description	Notes
Description	Name or short description of the fee.
Fee	Percentage or fixed amount applied to the asset	Toggle the switch to define the fee type (% or fixed value)
Value	The monetary amount of the fee	Automatically calculated when a percentage is used
Add New	Adds another fee line.	Multiple fee entries can be recorded.

⚠️Notes:

The Fee Details window opens by clicking the Fees Total button.

Saved fees contribute to the total asset cost.

The current and residual indicators are adjusted after deletion.

Fixed Assets - Dates Section

The Dates section contains all key dates in the lifecycle of the asset - from acquisition and installation to warranty and disposal.

Field	Description	Notes
Installation Date	Date the asset was installed or placed in service.	Important for depreciation and warranty start.
Warranty Date	End date of warranty coverage.
Received Date	Date when the asset was physically received.
Return Date	Expected return date for temporary-use assets.
Purchase Date	Date of acquisition	Critical for depreciation calculation
Disposal Date	Date when the asset was sold, scrapped or written off.

Fixed Assets - Documents

The Documents section within the assets module allows users to attach and manage all files or references related to a specific asset. This ensures all supporting documentation, such as invoices, maintenance reports or warranty certificates.

This section lets you attach, preview, download and remove files related to the asset.

Documents can include technical specifications, photos, certificates or any other file that helps describe or support the delivery of the asset.

Upload methods

You can add files in two ways:

Drag and Drop: drag one or more files into the highlighted drop zone.
Browse: click Browse and select the files from your device.

Once uploaded, each file appears as a card/thumbnail showing the file name and size.

Actions on each document

For every file card, the following actions are available:

Remove – click the delete icon (×) to remove the file from the asset’s documents. Without a confirmation.
Download – click the download icon to save a local copy.

Main features:

At the top right of the Fixed Assets Details page, users have access to two key actions:

Activities,
Delete.

These options provide visibility and control over the asset’s lifecycle, supporting collaboration, traceability and data management.

Activities

The Activities option opens a dedicated window where users can view, create and manage all actions and interactions related to the selected asset.

This feature is designed to centralize operational follow-up, such as asset meetings, internal notes and task assignments, ensuring transparency and continuity of communication.

The Activities window includes several control and filtering elements:

Element	Description
Tasks	Displays all pending or completed tasks associated with the asset.
Appointments	Shows scheduled meetings or calls linked to the asset.
Notes	Lists all internal notes or comments added by users.
Include Deleted	When activated, displays deleted activities for audit purposes.
Completed	Allows users to include completed activities in the view.

Each toggle can be turned on/off to refine the visible information.

Time-Based and Custom Filters

Below the filters, users can navigate between predefined time periods:

Today – Displays activities scheduled for the current day.
Current Week – Displays all activities within the ongoing week.
Current Month – Displays all activities within the current month.

In addition to these options, the calendar icon allows users to customize the date range manually.

By selecting specific start and end dates, users can focus on a particular time window - ideal for tracking activities over custom reporting periods.

Delete Fixed Asset

The Delete option allows users to remove a asset record from the system.

⚠️ Note: Deleting a asset does not remove it permanently - it can be restored later.

This action is restricted to users with the appropriate permissions and should be performed carefully.

Before deleting, a confirmation dialog appears, prompting:

Users must explicitly confirm by selecting Yes or No. This prevents accidental deletions of active assets records.

When a asset is deleted, it remains in the system as soft-deleted.
Users can view these records by enabling the Include Deleted option available in the filter section of the main asset list.

This functionality guarantees data traceability and supports compliance with auditing and reporting requirements.