Administrators / Executives / Directors / Managers / ​​Assets & Allowances / Add, Edit, or Search Assets or Allowances

How to Add a Company Asset

To Add Asset:

1. Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
2. Click the green + ASSET button under Assets & Allowances in the left menu.
3. Enter all applicable information such as name, description, make, serial number, color, status, valuation, amortization details.
4. Set the Status (Active or Archived).
5. Upload a photo if you have one.
6. Include any applicable searchable tags.
7. Remember to Save Asset.

To Edit Asset:

1. Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
2. Click the blue ACTIVE button under Assets & Allowances in the left menu.
3. Edit any applicable information such as name, description, make, serial number, color, status, valuation, amortization details.
4. Set the Status (Active or Archived).
5. Upload a photo if you have one.
6. Include any applicable searchable tags.
7. Remember to Save Asset.

To Search Assets:

1. Click into your EMPLOYEE MANAGEMENT / PEOPLE section.
2. Click the blue ACTIVE button under Assets & Allowances in the left menu.
3. Use the search filters at the top of each column to type in a specific search to sort the results.
4. You can also click on the column name (ie. Name, Make, Model, etc to sort the report from A-Z or Z-A based on that column).