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Asset Register

xAssets Fixed Asset Management User Guide
Section 2 – Menus

Asset Register

The Asset Register menu is the primary way to browse, search, and report on your fixed asset inventory. Use this menu to find assets, review their financial status, and produce printable register reports for audits and management review.

Prerequisites

Asset Register menu showing navigation options for viewing assets by Category, Location, Custodian, Supplier, and reports

Browsing Assets

The menu provides several ways to view assets, each using a different grouping dimension:

Menu Item Groups Assets By Typical Use
By Category Asset type (e.g. Servers, Vehicles) Reviewing assets by what they are
By Location Physical site or building Site-based asset reviews
By Custodian Person responsible Checking who is responsible for what
By Supplier Vendor who supplied the asset Supplier-related queries

Each view displays a tree structure on the left side of the screen. Click a node in the tree to filter the asset list to that group:

Asset Register viewed with tree structure for filtering by Category, Location, Custodian or Supplier

Tip: Click the top-level node in the tree to see all assets, or drill into a specific branch to narrow the list. You can also use the search bar above the results to filter further within the selected tree node.

The Asset Register menu also includes links to:

  • Due for Disposal — Assets that have been flagged for disposal but not yet processed. Reviewing this list regularly helps you identify upcoming replacement needs and plan capital expenditure.
  • Disposed Assets — Assets that have already been disposed of. These records are retained for audit trail purposes and can be used to review disposal history, including sale proceeds and gain/loss on disposal.

Reports

The lower section of the menu contains reports that produce the asset register in a printable format. These reports are suitable for:

  • Audit support — Providing external auditors with a complete asset register at a point in time
  • Management review — Distributing printed or PDF reports to managers who do not have system access
  • Baseline records — Producing a snapshot of the register at period-end before and after depreciation

Reports can typically be exported to PDF, Excel, or other formats using the Format options on the report viewer.

Working with Assets

From any asset list view, you can:

  1. Open an asset — Click the blue link on the asset description to open the asset editing screen. From there, navigate to financial data, depreciation setup, and transactions.
  2. Select multiple assets — Use Shift+Click or Ctrl+Click to select multiple rows, then use the Actions on Selected Records menu for bulk operations (bulk update, disposal, etc.).
  3. Sort and filter — Click column headers to sort, or use the search bar to filter by keyword.

Tip: If you cannot find an asset, check whether it has been disposed — disposed assets are excluded from the standard asset register views but appear in the Disposed Assets list.