Accessing an asset register

1. Find and select the client.

2. Click the Client Accounting tab.

3. If necessary, configure the financial data source for the client. See Configuring a ledger and Preparing your practice for Client Accounting.

4. Click the Asset tab. The Asset Register is displayed.

To add existing data, see Migrating data or to begin adding assets, see Adding asset years.

Setup task permissions

Administrators and super users have access by default, other users won't.

Go to Maintenance > Security > Task Permissions and turn on #View in browser to grant access to Assets Online.

How do I start using it?

• If you have access to this feature, you'll see a purple banner displayed in the Assets tab. The options are:
  
  • Cross—closes the banner for the current session. The banner will re-appear if the same client is re-opened
  • Don’t show again—the banner will close and never be displayed again for this client.
  • Remind me later—closes the banner for the current session. The banner will re-appear if the same client is re-opened
  • Show me—closes the banner and launches your asset register in your default browser.
• Alternatively, click the new View in browser link in the Tasks bar to launch your asset register in your default browser.