What is the assets template?
The assets template is a setup that links accounts to the Assets module with related functions, such as:
The tabs Reconciliation overview and Register
Categorization in the assets overview
Ability to link asset entries with related documentation
💡 Only accounts that are added to the assets template can be used in the assets register.
Step by step: Link accounts to the assets template
1. Go to Chart of accounts settings
Go to Reconciliation under Settings & Admin in the menu on the left.
Select the Chart of accounts settings tab.
Use filters if needed to find the accounts you want to add.
2. Select account(s)
Select one or more rows with accounts.
Click the pencil icon in the Template column and tick off Assets.
💡 The accounts will now appear under the assets tabs and be available for registration and follow-up of assets.
Tips
You can easily double-check which accounts are linked to the assets template by filtering the list with a search for “assets”.
