Planit:Detailed Assets
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Adding Detailed Assets
In this section we will focus on using the Detailed Asset entry method. Within the accounts you will see a link called “Add Asset”. To create a detailed asset to one of your accounts you would simply click this link.
Let’s first look at adding a “Personal Use Holding” to your Personal Use account. First you will need to expand your personal use account, then you can click the “Add Asset” link it will open what’s called the Product Selection screen. Here we can search for our product or holding that we want to put in this account.
The account we are working with is a Personal Use Account, the search process is made pretty easy for us as we can merely click on “Search”. The system knows that a personal use account can only hold products flagged as personal use holdings so when we click on “Search” it will only return these products.
You can then choose the one you want based on the type of holding I’m working on. In our example we are entering in a personal residence, so you would select that from the list of options.
When you click on the “Select” link it will open up a new screen where you can enter information about the asset or holding.
Once you are satisfied with your entries, you can click on the save button which will take you back to the Detailed Accounts screen.
References
- ↑ Numbers regarding image's usage in Planit:Assets_and_Liabilities
