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A control group must be created before you can enter and select information in the Taxation or Accounting tab. Either or both these tabs will be active depending on how the Asset Register is configured.

You can edit information about a control group after it has been created. See Editing a control group.

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To move between fields in the Maintain Control Group window use [Tab].

To move to a previous field use [Shift][Tab].

See Maintain Control Group window - Control window—Control group fields and Maintain Control Group window—Taxation tab fields for more information regarding the fields in the Maintain Control Group window.

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titleTo create a control group
  1. Open the client’s Client Accounting > Assets tab. See Accessing an asset register. The Asset Register is displayed.
  2. Click Maintain control group on the Tasks TASKS bar. The Maintain Control Group window opens.
  3. Click the first cell of the Account code column in the table. The row displays the text Click here to add new control groups in the Account code column.
  4. Enter the Account code of the control group.
    You can enter the Account code in 2 ways:
    1. Type the Account code into the Account account code cell.
      The Name field will be automatically filled with the account name if you are in integrated mode.
      If you are in non-integrated mode, you will need to enter a name in the Name field. Proceed to Step step 5.
    2. Click the Account code cell.
      A magnifying glass icon is displayed if you are in integrated mode.
      • Click the magnifying glass icon.
        The Find Chart of Accounts window opens from where you can search for the account or press [F9]. See Searching accounts (Control groups).
        You can search, filter and/or sort the Chart of Accounts. The default sorting in the Find Charts of Accounts window is in ascending account code order.
        Click on a column header to change the sorting on that column in ascending or descending order.
      • Select the account and click OK.
        Alternatively, double-click the selected general ledger account in the Find Charts of Accounts window to automatically fill the Account code field in the Maintain Control Group window.
        If you have made an error during selection and have not yet clicked Save, press [Esc] to remove the entry.
  5. Enter the account Name. You can enter the account Name in 2 ways:
    1. If you are in non-integrated mode, type the Name of the control group. The Name field is limited to a maximum of 50 alphanumeric characters.
    2. If you are integrated mode and have selected an Account code, the Name field is automatically filled.
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    The Name field must not be blank.

  6. Enter the Private use % to be used by the assets within the control group.
    The Private use % field is a percentage value limited to a maximum of 6 digits including 2 decimal places, ranging between 0 – 100%0–100%.
  7. Press [Enter].
    The control group will move from the entry line to the table.
    If you have selected an account code that is not valid in the general ledger, an error message is displayed. Edit the account code and press [Enter].
    The Taxation and Accounting tabs become available for input according to the configuration of the Asset Register.
  8. On the Taxation tab:
    1. Select the Depreciation defaults. See Depreciation defaults fields.
    2. Select the appropriate options for Calculate depreciation using. See Calculate depreciation using fields.
    3. Select the Integrated accounts for the control group. See Integrated account fields and Searching accounts.
      If you are in integrated mode, select the integrated accounts by clicking the magnifying glass button to open the Find Chart of Accounts window.
      If you are in non-integrated mode, type the account code for each of the integrated account fields. The Integrated accounts fields are limited to a maximum of 50 alphanumeric characters.
  9. On the Accounting tab:
    1. Select the Depreciation defaults. See Depreciation defaults fields.
    2. Select the appropriate options for Calculate depreciation using. See Calculate depreciation using fields.
    3. Select the Integrated accounts for the control group. See Integrated account fields.
      If you are in integrated mode, select the integrated accounts by clicking the magnifying glass button to open the Find Chart of Accounts window.
      If you are in non-integrated mode, type the account code for each of the integrated account fields. The Integrated accounts fields are limited to a maximum of 50 alphanumeric characters.
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    You can [Tab] between the Integrated accounts fields. Account fields can be left blank.

  10. Click Save. The control group is saved to the database and the Maintain Control Group window remains open.
    If you have mapped the integrated accounts with a configured and supported general ledger, the Mapped with GL account(s) icon  will be displayed in the last column of the control group table.
  11. Create another control group, if required, and Save the changes.
  12. Click OK to save and close the window. If you wish to close the window without making changes, click Cancel.
    The Maintain Control Group window is closed.
    If you click Cancel and you have unsaved changes you will be prompted to save or discard your changes before closing the Maintain Control Group window.
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titleRelated topics
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Maintain Control Group window - Control window—Control group fields

Maintain Control Group window—Taxation tab fields

Maintain Control Group window—Accounting tab fields

Editing asset register settings

Rules when creating control groups

Editing a control group

Deleting a control group

Adding the first asset yearyears

Control groups

Control group templates