Download Assets (for Adjustments)
To make changes to existing assets, we recommend download them first. Follow the Download Assets instructions as part of the Asset Additions integrator. These same instructions also apply to the Asset Adjustments Integrator.
Ensure Depreciation has been run before Downloading
This is important because depreciation calculations update key asset values such as accumulated depreciation, net book value, and depreciation expense. If depreciation has not been run, the data you download may not reflect the asset’s current financial position, leading to inaccurate adjustments or reporting discrepancies. Running depreciation ensures you're working with the most accurate and up-to-date information.
Financial Details section
This section includes a download of financial details from multiple Asset Books assigned to an asset.
To limit the download by specific Asset Books, use the sheet filter or the Download Form to specify the Book criteria.
Using the Download Filter
The example below demonstrates how to use the download filter on the download form by Book and Category.
Assets matching only the specified criteria will be downloaded.
Due to the complexity of retrieving all the Transactions against an Asset, the following columns will not be downloaded to the sheet:
● Transaction Comment
Sections: