Configure fixed-equipment account mappings
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Map assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module.
What you’ll accomplish
Map assets, licences, components, consumables, maintenance and depreciation events from the Fixed Equipment module. It forms part of Pixie CRM Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.
How it works
The Accounting module includes transaction views for fixed-equipment assets, licences, components, consumables, maintenance and depreciation and an automatic-conversion update action.
Accounting does not calculate the source asset lifecycle independently; it converts events provided by the Fixed Equipment module.
If a depreciation entry is missing, verify source depreciation generation, active mapping and conversion status.
Follow these steps
- Verify the Fixed Equipment module is active.
- Go to its mapping tab.
- Map asset acquisition and depreciation accounts.
- Configure licences, components, consumables and maintenance.
- Save settings and test one controlled asset lifecycle.
- Run the relevant asset and ledger reports.
- Reconcile the fixed-equipment register to accounting balances.
Settings to check
Check it worked
After the action is saved, Pixie CRM keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.
- Open the saved record and confirm its final status.
- Review the source reference and every debit and credit line where ledger data was created.
- Use the relevant register, ageing, reconciliation or report to verify the wider effect.
Common mistakes to avoid
- Do not capitalise ordinary consumables without policy approval.
- Keep accumulated depreciation separate from depreciation expense.
- Check asset dates and useful-life inputs in the source module.
- Test deletion and status changes before live automation.
- Use the least destructive correction available and record the reason for material changes.
- Do not bypass a permission, approval or closed-period control by changing unrelated data.