Asset Keeper Pro - Fixed Asset Cycle

Asset Keeper Pro - Fixed Asset CycleFixed Asset Cycle: Home ScreenThe Fixed Asset Cycle is the processes, or steps, that are repeated each month, or year, when you addnew additions, disposals, and make other changes to your fixed asset data. When you click the FixedAsset Cycle button on the Home screen, a screen will be displayed showing the steps that you havesetup in your Fixed Asset Cycle.Asset Keeper Pro - Fixed Asset CyclePage 1

Asset Keeper Pro - Fixed Asset CycleFixed Asset Cycle: DefaultsThe first time you access the Fixed Asset Cycle screen, if you have not setup any steps, you will beprompted to import some pre-defined steps included with Asset Keeper Pro. The pre-defined stepsmake it easy to create a starting point for customizing the steps that match your real-world process.Fixed Asset Cycle: Initial ScreenThe Fixed Asset Cycle screen contains the following information for each process or step added:Description the process or step to be performedWhether the process has been completedDate the process was completedWho completed the processAs you complete each process in your Fixed Asset Cycle, you can double-click the process on theFixed Asset Cycle screen to mark them completed, enter the date they were completed, and enter theAsset Keeper Pro - Fixed Asset CyclePage 2

Asset Keeper Pro - Fixed Asset Cycleperson’s name who performed the step. This allows you, or other users, to refer to the Fixed AssetCycle to see what steps have been completed and what steps are yet to be completed.Asset Keeper Pro - Fixed Asset CyclePage 3

Asset Keeper Pro - Fixed Asset CycleFixed Asset Cycle: Set UpThe Setup screen for the fixed asset cycle is accessed by clicking the Setup button on the bottom left ofthe Fixed Asset Cycle screen. On the Setup screen you can you can add additional steps, delete steps,modify the imported steps, re-order the steps, or mark steps that you do not want included in your fixedasset cycle. Note that you can delete more than one step by highlighting more than one step click anddrag the mouse over all steps you want to delete or Ctrl-Click (Cmd-Click on a Mac) to highlight nonsequential steps that you want to delete, or Ctrl-A (Cmd-A on a Mac) to highlight all rows. You can alsore-order the steps so they are in the order that you would normally perform them.Asset Keeper Pro - Fixed Asset CyclePage 4

Asset Keeper Pro - Fixed Asset CycleFixed Asset Cycle: ResetWhen you are ready to start a new cycle, there is a Reset button that is used to reset the steps in yourcycle. You can reset one step, multiple steps, or all steps using the same procedure to highlight one ormore steps as explained previously.Asset Keeper Pro - Fixed Asset CyclePage 5

Asset Keeper Pro - Fixed Asset CycleFixed Asset Cycle: Building your own Fixed Asset CycleIf you would prefer to add your own steps to the Fixed Asset Cycle because you are unsure of theprocedure that you currently use, you can use the Add Step button. This provides a very quick methodof adding a step to your Fixed Asset Cycle without navigating to the Fixed Asset Cycle and then theSetup screen where steps are normally added.Asset Keeper Pro - Fixed Asset CyclePage 6

Asset Keeper Pro - Fixed Asset CycleUsing the Fixed Asset Cycle as a change logIf you find that your fixed asset cycle varies greatly and trying to create a standard set of steps is notpractical, you can alternatively use the Fixed Asset Cycle as a change log. For example, you canannotate the changes you make to your fixed asset data so that you can refer to it later should you wantto recall what has been done in your data file. This is particularly useful if there are multiple usersmaking changes to the fixed asset data and you need to know who did what and when.Use the Add Step button on the Home screen to quickly add a step to your Fixed Asset Cycle.Normally, if you wanted to add an item to the change log, you would have to first access the Fixed AssetCycle screen, then select Setup, then the Add button. The Add Step button allows you to enter theprocess that has been performed, date completed, and who completed the process without navigatingto the Setup screen.Asset Keeper Pro - Fixed Asset CyclePage 7

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Asset Keeper Pro - Fixed Asset Cycle Asset Keeper Pro - Fixed Asset Cycle Page 5. Fixed Asset Cycle: Building your own Fixed Asset Cycle If you would prefer to add your own steps to the Fixed Asset Cycle because you are unsure of the procedure that you currently use, you can use the Add Step button. This provides a very quick method