Command Center

Asset Management gives asset operators, finance teams, and custodians one place to manage fixed assets and intangible assets from registration through capitalization, QR audits, depreciation, maintenance, and reporting.

The dashboard is the operational command center. It answers four daily questions:

• What assets are active and in service?
• Which draft assets are ready to capitalize?
• Which QR audit, custody, maintenance, or depreciation exceptions need attention?
• What should the operator do next?

How to Use This Interactive Guide

Start with the role journey that matches your responsibility:

• Asset Operator — registration, custody, labels, QR audits, and maintenance.
• Finance — category mappings, capitalization, depreciation, impairment, and disposal.
• Auditor / Approver — evidence review, audit approval, variance resolution, and reporting.

Workflow diagrams appear beside the sections they explain. Select a step to see its prerequisites, responsible role, system result, Accounting effect, and recommended next action. The diagrams are guidance only; they never change business data.

Use Open screen shortcuts only when you are ready to work. Shortcuts are permission-aware, so users see only the operational screens they can access. Search checks the full guide and every diagram. The month-end checklist lasts only for the current page session and clears when the page reloads.

The manual explains available workflows but does not grant permission to perform them. An owner or role administrator must assign the required Asset Management permissions.

Navigation

Use the Asset Management sidebar menu to move through the module:

• Dashboard — command center, exception KPIs, needs-attention queue, and quick actions.
• Assets — searchable Asset Register with lifecycle, QR, location, category, and custodian filters.
• Depreciation — monthly depreciation run generation, review, and posting.
• QR Audits — scan-first audit cycles, missing/damaged marking, variance reports, and Export CSV.
• Maintenance — open, schedule, progress, complete, or cancel work orders.
• Reports — asset summary, cost, accumulated depreciation, carrying amount, and disposal posture.
• Settings — asset categories, useful-life defaults, residual defaults, and Accounting mapping confidence.
• User Manual — this operating guide.

Daily Operator Flow

Register asset → Assign custodian/location → Add QR code → Capitalize → Depreciate monthly
        ↓                    ↓                    ↓
  Maintenance          QR audit scan        Variance Report / Export CSV

Before You Begin

Check	Why It Matters
Asset Management is enabled	Module routes and tenant tables must be provisioned before use
Categories are configured	Categories provide useful-life, depreciation, tax, and Accounting defaults
Business users are assigned	Custody, scanning, approval, and activity history require identifiable users
Accounting mappings are ready	Capitalization and financial lifecycle journals need valid active accounts
Numbering and label defaults are reviewed	Stable asset and QR identities prevent duplicate field records

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