Importing of Notes in Fixed Assets
It would be nice to be able to import notes in the Notes Tab of Fixed Asset as we add/change/inactivate assets.
1
vote
Paetai Miller
shared this idea
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Could you walk us through this process from start to finish so we can best understand this use case?
What type of note do you want to import?
How are you currently importing Fixed Assets?
Thank you!
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Paetai Miller
commented
I like to add notes for transfers ie form number and date of movement. We also add notes when items are approved for disposal by the School Board. These notes help with auditing of our assets by both the school district auditors and the state auditors.
Importing of fixed assets are completed through the Data Imports tab using layouts that we create.