Convert fixed-equipment events to Accounting
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Post acquisitions, licences, components, consumables, maintenance and depreciation from the Fixed Equipment module.
What you’ll accomplish
Post acquisitions, licences, components, consumables, maintenance and depreciation 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 module provides separate tables for assets, licences, components, consumables, maintenance and depreciation. An automatic-conversion setting is available for Fixed Equipment.
The source module controls the operational asset record and depreciation calculation; Accounting records the ledger impact.
When historic asset data is imported, agree an opening-balance and accumulated-depreciation method before conversion.
Follow these steps
- Go to the relevant Fixed Equipment transaction tab.
- Find the asset event.
- Check cost, date, status and source classification.
- Verify the appropriate mapping.
- Convert or confirm automatic conversion.
- Inspect the asset, expense and accumulated-depreciation lines.
- Reconcile the source fixed-equipment register with accounting reports.
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 costs contrary to policy.
- Do not duplicate depreciation with a manual journal.
- Check deleted or reclassified assets.
- Keep asset and accumulated-depreciation accounts separate.
- 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.