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Choose and arrange the columns on the assets grid

A
Written by Andy

The assets grid ships with eleven columns and carries fourteen more you can switch on. You control which ones show and in what order.


What shows by default

Asset Name, Asset ID, Category, Tax Placed-in-Service Date, Method, Conv, Cost, Total Prior Depreciation, Current-Year Depreciation, Beginning NBV, Status.

That is enough to review a register without scrolling sideways.

Asset ID is your own identifier for the asset — the asset, tag, or item number your books already use. A firm that does not number its assets can hide the column like any other. See Asset IDs.


The fourteen you can add

Column

Switch it on when

Recovery Period

You are reviewing lives across a mixed register

Section 179

You are checking this year's elections

Bonus

You are checking this year's elections

Prior §179 Depreciation

You are checking that history came across on a conversion

Prior Bonus Depreciation

Same

Prior Other Depreciation

Same

Source category 1

The register was imported and you want its first source-data label visible

Source category 2

You want a second source-data label visible

Source category 3

You want a third source-data label visible

Source category 4

You want a fourth source-data label visible

Activity

The return has several activities and you want to see which one each asset sits in

GL Account

You are tying the register back to your chart of accounts

Book Acquired Date

You want the book acquisition date visible beside the tax dates

Book In-Service Date

You want the book in-service date visible beside the tax dates

The three prior-depreciation columns earn their place right after an import from another system. They are how you check that the depreciation already taken came across with the assets.

Source category 1 has its own behavior, including when it turns itself on. See The Source Category column and filter.


Show, hide, and reorder

  1. Click Columns above the grid. The customizer opens.

  2. Visible lists every column with a checkbox. Tick to show, untick to hide.

  3. Order lists the same columns with up and down arrows. Move a column to reposition it.

  4. Reset to defaults puts visibility and order back to the shipped set.

The Columns panel open above the grid: a Visible list with Asset Name greyed and ticked, the ten other default columns ticked, Activity and GL Account ticked, and the rest unticked; an Order list on the right with up and down arrows beside every column name; and a Reset to defaults button

Asset Name cannot be hidden. Its checkbox is disabled.


Your layout follows you

Column choices save per user, not per return or per client. Set the layout once and every return you open uses it.

The save is per grid. The assets grid, the Book (GAAP) grid, and Spreadsheet Edit each keep their own layout.


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