Add and edit assets

Capture the customer's asset value with the Add Asset option from the Tool box.

  1. Select Add Asset and the Add Asset form will open in a modal
  2. Fill in the asset details
  • Owner - a drop down list of the active legal entities in the customer portfolio
  • Type - select either Long-term, Movable or Current
  • Category - select from a drop down list of common asset categories or select Other to specify something else
  • Description - differentiate between similar assets by adding a description
  • Value - the value of the asset as of the start of the FRP

  1. Click Save

Editing asset data

To make changes to an existing asset, click on the asset name in the Assets & Liabilities table.


The asset form will open in edit-mode.


Make your changes and click Save