Assets Snapshot Window
The Assets Snapshot window displays summary information about the currently open company and its assets. It is divided into three main sections: Header, Assets Overview, and Charts.
Select the links below for more information about the various areas of the Assets Snapshot window.
| Item | Notes |
|---|---|
| Header | The Header appears at the top of the Assets Snapshot window. It displays the name of the current company and the current reporting period. It also allows you to select one of the company's depreciation books. |
| Assets Overview | The Assets Overview appears on the right-hand side of the Assets Snapshot window. It displays the Asset Listing, Active Assets by Property Type, and Latest Activity Dates. |
| Asset Listing | Displays the net value of your active assets, as well as the number of your assets and their acquired values broken down by their current status (active, disposed, inactive, or transferred). |
| Active Assets by Property Type Chart | A donut chart showing the total asset acquisition values for the top four property types with all other property types grouped into a category called Other. |
| Latest Activity Dates | Displays the latest date that various activities occurred, such as the last time depreciation was run, the last time you performed a period close, and the last time an asset was placed in service, disposed, and transferred. |
| Charts and Charts Data | The charts and charts data appear on the left-hand side of the Assets Snapshot window. |
| Placed in Service by Quarter Chart (In Service by Qtr tab) | Shows the total acquired values for assets placed in service in each quarter of the year. |
| Investment by Remaining Life Chart (Investment by Rem Life tab) | Groups active assets into four categories, according to how much time remains before the assets are completely depreciated, and compares the total acquired values of each group. A fifth category displays active assets that have been fully depreciated. |
| Five Year Acquisition Comparison Chart (Acq Comparison tab) | Shows the total value of assets acquired in each of the last five years. |
| Depreciation Comparison by Book Chart (Depr Comparison tab) | Compares the total acquired value to the total accumulated depreciation for each depreciation book. |