Steps
-
Open Fixed Assets → Import assets and choose Download CSV template. Configure categories first and replace any template placeholders.
-
Enter the opening-balance date and choose register-only treatment when balances already exist in the ledger, or posting opening balances when that is the approved treatment.
-
Complete the CSV with external references, category IDs, acquisition/in-service dates, cost, accumulated balances, residual value and remaining useful life as applicable.
-
Choose the CSV file or paste CSV contents, then Validate import and correct every reported row error.
-
Choose Prepare opening transaction, review the prepared assets/preview and submit the transaction through independent approval and Post to ledger.
-
Confirm the activated register and reconciliation. Do not re-import historical purchases as new acquisitions.