Important: Before using Assets in Spider - please backup in back office files 131-141
Overview of screens: Transferring an Asset
Path: Spider > Finance > Asset Management > Asset Register
Searching for the Asset you want to transfer
Use this section to set search filters to restrict the list of assets displayed.
|1.||[Category] is the ledger code category. If you know the category the asset you want to transfer is in then you can select here and press 'Search' to refresh the page|
|2.||[Keyword Search] allows you to do a more detailed search. If you know the asset number or description you wish to transfer then enter it here and press the 'Search' button|
Once you have located the asset you wish to transfer, select the transfer asset button
You will get the option of which code you want to transfer to and the transfer date.... select details accordingly and then press 'Save'
Confirming Transfer has happened correctly
Asset now gone on 5200 Code
Once you run your next depreciation report, you will see the Asset listed under the new code with a new number ie 5300 in this case, along with a negative in the disposals column, indicating the amount of the transferred in (negative disposal)
When you finalise you Depreciation it will pick up as normal on your reports.
For future reporting you will be able to see the adjustment on the Monthly Summary report showing the disposal in 5200 and the negative disposal in 5300.