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Good morning,
Is it possible to assign multiple locations to a group, each with their respective accounts? The group being Plant & Machinery, Motor Vehicle. I want to be able to pull up a group and view the different locations.
Thanks
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We started this early this year and we are now starting to import data. There was an option in setting up 'book' to 'mark auto add book info', this was not ticked. So I think that's why I was not getting anything from the 'reports' option.
Thanks for your response
For report options, you need to name it what you want. So if you are running a Fixed Asset info report under Financial >> Reports >> Fixed Assets you could just name it "FA" for example. Once you select your criteria for that report you can save it and use the same report option later.
If you want to see a "class" with all the different locations that's definitely possible through Smartlist.
But in order to get the accounts to be correct, I believe you'd need to have a separate account group per location and class combination. The class will have a default account group assigned to it but when you create the asset you can override that.
However, I've seen many people forget to do this so sometimes it may even be better to have a separate class for each class and location. It's alot more setup but leaves less room for error.
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