What to verify
- The assets you expect to manage are registered.
- The correct month is selected in the register.
- Posting and subaccount settings match your current accounting policy.
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Bookkeeping / Fixed Assets
Get Started with Fixed Assets Management
Use the current Fixed Assets tabs to identify assets, register them, and maintain monthly depreciation workflows.
Workflow
Setup workflow
Step 1
Open Fixed Assets
Go to Bookkeeping and open the Fixed Assets module so the current Register, Identification, and Settings tabs are available.
Step 2
Review the Identification tab
Start in Identification to review inferred fixed assets and open the registration flow for items that should be tracked as assets.
Step 3
Register the assets you want to track
Use Create Asset or the Register action from Identification to create the fixed asset records your team will manage in Truewind.
Step 4
Manage assets from the Register tab
Return to Register to review monthly balances, search assets, post journal entries, and open asset-specific workflows.
Step 5
Confirm the module settings
Open the Settings tab to review the fixed-assets threshold, bulk posting behavior, and subaccount configuration before month-end work begins.
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