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Fixed Asset Balances Analysis - Sold Fixed Assets

  • May 6, 2024
  • 6 replies
  • 103 views

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Hello,

I have a question about sold fixed assets and the FA balances analysis.

We sold a fixed asset on February 21st, as you can see in the screenshot below.

This fixed asset can be found in the balance for Period 1 (the period before the sale) with the status "Sold."

However, when I try to obtain a balance for Period 2, I cannot find this sold fixed asset.

I have noticed that this problem occurs for all fixed assets.

The accountants need a report of fixed assets to compare it to the balance sheet, which we cannot obtain at the moment.

Is there a way to set up this screen to include all fixed assets with all statuses?

Best regards.

Best answer by TimeMarBou

Hi,

You have to create a Fixed Assets Balance History Category connected to your Company.

 

Regards.

6 replies

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  • Do Gooder (Partner)
  • 10 replies
  • May 6, 2024

Hi,

Can you please use Object report. You can include objects with different statuses.


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  • Author
  • Sidekick (Partner)
  • 84 replies
  • May 6, 2024

the problem is that this report is in pdf format, we need in excel format


TimeMarBou
Hero (Partner)
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  • Hero (Partner)
  • 108 replies
  • May 6, 2024

Hello,

I use Fixed Asset Balance History.

Check if that can help you.

 

Regards.


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  • Author
  • Sidekick (Partner)
  • 84 replies
  • May 7, 2024

Hello @TimeMarBou 

 

Thank you for your response,

 

Is there a setup needed to use this screen ? In my environnement I have no resultats by default.

 

Best regards


TimeMarBou
Hero (Partner)
Forum|alt.badge.img+9
  • Hero (Partner)
  • 108 replies
  • Answer
  • May 7, 2024

Hi,

You have to create a Fixed Assets Balance History Category connected to your Company.

 

Regards.


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  • Do Gooder (Partner)
  • 8 replies
  • July 29, 2025

Or you could go to Object Balances Analysis page, then filter by Status = Sold and Period(s) you need, then export page to Excel.