Assets Snapshot Window

The Assets Snapshot window displays summary information about the currently open organization and its assets. It is divided into three main sections: Header, Assets Overview, and Charts.

Click the links below for more information about the various areas of the Assets Snapshot window.

Header: The Header appears at the top of the Assets Snapshot window. It displays the name of the current organization and the current reporting period. It also allows you to select one of the three depreciation books.

Assets Overview: The Assets Overview appears on the right-hand side of the Assets Snapshot window. It displays the Asset Listing, Assets by Activity Type Chart, and Latest Activity Dates.

Asset Listing: Displays the net value of your active assets, as well as the number of your assets and their acquisition values broken down by their current status (active, disposed, inactive, or transferred).

Assets by Activity Type Chart: A donut chart showing the relative percentage of total acquisition values based on the assets' activity code status.

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 acquisition 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 acquisition 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 acquisition value to the total accumulated depreciation for each depreciation book.