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Modify Asset List View

This section links to the Intacct help for modifying and saving a list view.
In addition, this section will point out a few things that are specific to the fixed asset list view.
 
 
 
 
 
 
Drop-down Menus in Asset List View
The More actions drop-down box located in the upper left corner of the screen is useful for the bottom three options: Mass Update, Bulk Place in Service, and Bulk Dispose. You can select assets to apply these actions to using their check boxes to the left of the asset name, or alternatively, use the Select drop-down box in the upper right corner of the screen to select assets in bulk. See the screen shot below for location of these items. It is also worth noting that you can use the View drop-down box in the upper left corner of the screen to apply a mass filter, before you apply a mass action.  For instance, if it was year end and you wanted to place into service all the assets that were waiting to be capitalized (placed into service), you could use the View drop-down box, and select "Assets Waiting to Be Placed Into Service." Once you have this filter applied, you can use the Select drop-down box on the right to select All Assets on All Pages. Now you can use the Bulk Place Into Service Action in the left drop-down menu.
 
 
 
Exporting/Printing
When you have a view that you like and want to play with the data outside of AssetEdge, you can use the Export .csv link in the far right corner of the screen. The .csv file should open in an Excel document and will be formatted just like an Excel spreadsheet. NOTE: Be sure to save modifications to the spreadsheet in a .xls or .xlsx format, otherwise you will continue saving in the comma-separated values format which does not save formatting.
 
If you would like to print your view straight from AssetEdge, there is a Printable View link also in the far right corner of the screen.