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Bookkeeping / Fixed Assets

Modify Fixed Assets Organization Settings

Use the current Fixed Assets settings tab to control thresholds, bulk-posting behavior, and predefined subaccounts.

Workflow

Setup workflow

Step 1

Go to Fixed Assets and switch to the Settings tab from the current tab bar.

Step 2

Update the threshold if needed so Truewind treats the right transactions as fixed assets for identification workflows.

Step 3

Set whether fixed assets should post one journal entry per month or post through the standard per-asset workflow.

Step 4

Update the subaccounts configuration so new assets and disposals use the expected depreciation and accumulated-depreciation accounts.

Review these settings whenever your capitalization policy changes or when the fixed-assets posting structure changes in the ERP.

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