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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.

Hi,

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


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


Hello,

I use Fixed Asset Balance History.

Check if that can help you.

 

Regards.


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


Hi,

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

 

Regards.


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