Asset Management

Asset Management is your register of what the business owns, from laptops and vehicles to machines, buildings, software and intangible assets: who has it, where it is, what it is worth and how it is depreciated. It is part of Softbooq Plus and Pro.

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How it is organised

Tabs: Registry, Maintenance, Finance and Analytics. At the top: Register Asset, Scan Asset, Audit Mode, Print QR Labels and the Data menu (export, backup, restore and Bulk Import).

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Common tasks

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Register an asset

Choose Register Asset. Pick a category (IT & Computing, Fleet & Vehicles, Furniture & Fittings, Machinery & Equipment, Facility & Building, Software & Licenses, Intangible Assets) and fill in its details, purchase, specifications and safety records. Name its custodian, the person who has it. Its location comes from Settings → Business → Locations. For depreciation, choose the method (Straight Line, Double Declining Balance or No Depreciation), the useful life, the salvage value and the start date.

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Run depreciation

Depreciation is posted every month automatically. To post it now, open the Finance tab and choose Run Depreciation.

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Change an asset’s value

From the asset’s details you can record an impairment or a recovery (Impair / recover (IAS 36)), correct its cost, or reverse a capitalisation. Each posts to your books.

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Dispose of an asset

Choose Dispose Asset: scrapped, sold (with the sale proceeds), donated or other, with a reason. The disposal posts to your books. An asset that has been capitalised cannot be deleted; dispose of it instead. Permanently Delete is for records entered by mistake, and only Admins can use it.

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Check what you have

Audit Mode walks you through a stock-take, scanning QR labels with Scan Asset. Print QR Labels prints them.

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See what assets cost

Analytics shows the value of your assets over the next years and what they cost to own. The Maintenance tab creates work orders: see Maintenance.

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See also