How to manage company assets

How to manage company assets

How to manage company assets

Steps

  1. Open Company Assets.
  2. Add an asset: name, number, category, status, value, and similar fields.
  3. Open details and add a valuation record according to the requirement to update the current value.
  4. Use the row menu to edit or delete (follow permissions and business limits).
  5. You can also click AI chat in the top right. For AI staff, choose Accounting, create a conversation, then click Confirm. Tell the AI the company-asset information and let the AI add it.
    ![Company Assets]scaled_2.PNG

Done when

The asset list and valuation records in details are correct.