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Fixed Asset Balances Analysis - Sold Fixed Assets


Userlevel 3
Badge +9

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.

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Best answer by TimeMarBou 7 May 2024, 09:28

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5 replies

Badge +1

Hi,

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

Userlevel 3
Badge +9

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

Userlevel 3
Badge +8

Hello,

I use Fixed Asset Balance History.

Check if that can help you.

 

Regards.

Userlevel 3
Badge +9

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

Userlevel 3
Badge +8

Hi,

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

 

Regards.

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