Financial Records

The Financial Records are used for storing financial data. You can, for example, record and evaluate the costs for the entire life cycle of a server.

Click the New button to create a new finance record. The Title and Amount fields are mandatory and thus must be filled in. All list fields, such as Cost Type, Payment, Depreciation Method and Date of Purchase show a default value that you can change, if necessary. The Useful Life (Months) value defaults to 36 months. If no depreciation is applied or a different useful life is targeted, you can delete or change this value. The Low-Value Asset checkbox indicates whether the purchased product represents a low value asset. The other fields are optional.

To add the financial data entry to the list, click the Save button. To edit a saved financial record entry, select it. Its content will be displayed in the data entry screen.

Docusnap-Extensions-Finances