Table of Contents

Creating Assets Manually

Jennifer Sneider Updated by Jennifer Sneider

This article walks you through creating Assets without a Transaction from a financial ledger. All Asset Hub users can access this feature.

Warning: Please contact your Account Manager at 310-451-1792 prior to reconciling Assets.

Your accounting team may have uploaded a financial ledger of reconcilable Assets. Please contact SyncOnSet Support or check with your POC prior to reconciling Assets to verify you are reconciling correctly.

Creating Assets within a Department

  1. While logged into your Series/Franchise, click Assets on the top navigation bar.
  2. Click the orange (+) button in the upper right corner.
  3. In the pop-up, enter the Asset information. Required fields are marked with an asterisk (*).
    1. If you have access to multiple departments, be sure to select the correct department for the Asset.
  4. Once the required information has been entered, the Create Asset button will illuminate. Click the Create Asset button and get a pop-up window.
    1. Click Save to save the Asset and have it appear in the Asset Index.
    2. Click Save and Create Another to save the Asset and then create another. If you are working in a Series or Franchise, the next Asset will retain the same Franchise/Series/Project, Department, and Disposition. Each newly created Asset will appear on the Asset Index.
Warning: Assets cannot be deleted once created. Please contact Support if you accidentally create an Asset you'd like to delete.

How did we do?

Creating Assets by Exporting Inventory from SyncOnSet Crew Tools

Reconciling Single Transactions as Assets