Managing assets

When your client has sold or disposed of an asset during the year you'll need to update the asset register. You can edit, delete, sell or dispose of assets in the asset register.

For an asset created in the current asset year, you can make changes to the asset details but not the asset class. If you want to change the asset class, you can transfer the asset to another class.

Learn more

• Creating an asset class

• Adding and editing an asset

• Importing assets from a CSV file

• Allocating a new asset

• Deleting an asset

• Pooling an asset

• Selling an asset

• Performing bulk actions on multiple assets

• Asset reports

• Glossary of terms for an asset