You can create a template by copying an existing asset or a template from the same class.
To copy an existing template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Assets in the left Navigator and select the asset class for which you want to create a template. The templates log for the class opens.
- Select an asset class template from the log and click Copy > Template. The form opens with the information from the original template.
- Make changes as needed and click Finish Editing to save the new template.
To copy an asset
- Select Copy > Asset. The Copy from Asset window opens. Assets from the same class are displayed in this list.
- Select an asset and click Copy to create a template. You can click Find to search for an asset by name.
To edit an asset template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Assets in the left Navigator and select the asset class under which the template resides. The templates log for the class opens.
- Select the template and click the Open button. The asset class form opens.
Note: If you previously clicked the Finish Editing button for the form, you can make it editable again by clicking the Edit button at the top of the form.
- To edit the depreciation schedule, click the Depreciation Setup button.
To delete an asset template
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Assets in the left Navigator and select the asset class under which the template resides. The templates log for the class opens.
- Select the template and click the Delete button. Click Yes to confirm.