The Manage Asset Allocation section allows you to allocate a fixed asset to a specific staff member or department within the firm. It also enables you to track the asset name and the person or department to which the asset has been allocated.

Steps:

  1. Log in to the system.
  2. From the main dashboard, go to the Tools & Add-Ons module.
  3. Under the Local Fixed Asset Management section, click on Manage Asset Allocation.
  4. To allocate an asset, click on the Allocate Asset button located at the top-left corner of the page.
  5. A form will appear. Complete the required fields, including:
    • Request Date – Enter the date the asset is being allocated.
    • Staff Member – Select the staff member receiving or responsible for the asset.
    • Asset Category – Select the relevant asset category.
    • Asset Type – Select the specific type of asset.
    • Asset – Select the particular asset being allocated.
  1. Click Submit to save the asset allocation.

The asset will then be allocated in the system, allowing you to track the asset and the staff member responsible for it.