Encompass Technologies

Companies.GeneralAccountSystem = Encompass

Companies.EnableFixedAssets = True

AssetCategories.DepreciationMethod = StraightLineDepreciation or DoNotDepreciate

1. Use <a target="_blank" href="" rel="nofollow noopener noreferrer">this link</a> to go to a filtered view of your Assets table a. This filtering shows all qualifying Fixed Assets with the required information 2. Use the download button at the top right of the page to Export to Excel (XLS) 3. Review the exported sheet to confirm all expected Fixed Assets exported 4. Go to this <a href="Home?DashboardID=180050&amp;ImportRoutineID=579356&amp;Action=AddTask" target="_blank" rel="nofollow noopener noreferrer">Import Routine</a>, click the Add Task button 5. Select the file you exported, Add Task 6. Execute 7. Review the new Fixed Assets records

Distributor steps for converting existing Assets records into Fixed Assets in Encompass by exporting the Assets table and running the import routine. Needs Encompass Financials, Fixed Assets enabled, v24.11+.

Transitioning Assets -> Fixed Assets

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Transitioning Assets -> Fixed Assets

Minimum Version Required: 24.11

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