When generating the Financial Statements and Disclosure reports, you can filter them by Asset Class to see financial data relating to your selected asset. To do this, first you'll need to set up your Asset Classes in your Organisation, then apply them to each of your Agreements.  

Creating Asset Classes

1. Navigate to the “Settings” tab.

2. Select the “Accounting & Finance” tab.

3. Scroll to the Asset Class Settings section and click “Add new”.

4. In the text field, name your Asset Class before clicking “Add”.

You have now added an Asset Class.

Applying Asset Classes to your Agreements

To apply an Asset Class to your Agreement:

1. Select “Action”, then “Repair Data”.

2. On the Settings page, scroll down to where it says “Asset Classes”.

3. Click “Apply asset class”. Using the drop down, select the Asset Class you'd like to apply to your Agreement.

4. Click “Confirm” to save your selection.

Now when your run your Reports, you will be able to filter by Asset Class.

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