The grid gives you two routes short of opening an asset. A menu on each row, and a toolbar that appears once you have selected something.
Where this is in the app
Dashboard → open the return → Assets tab
Both routes start on the grid there: the menu at the end of a row, and the toolbar that appears once you tick a checkbox.
The row menu
The button at the end of each row opens a menu. What is in it depends on the asset.
Edit opens the asset.
View history shows what changed on it and when.
Dispose on an active asset. On a disposed asset the same slot reads Review disposal.
Cost Seg Study or View Cost Seg when the asset is eligible for or already inside a study.
Delete removes the single asset after a confirmation prompt.
Deleting one asset this way is not covered by Undo. The bulk actions below are.
Selecting rows
Tick a row's checkbox, or tick the header checkbox to take every row your filter and search left. That can be far more than the page in front of you, so read the count in the blue bar before confirming a dispose or a delete.
Disposed assets have no checkbox. They are never part of a selection made from the grid.
Once anything is selected, a blue bar appears with the count and a Select all assets in this return link. That link is different from the header checkbox: it takes every active asset in the return and ignores your filter. Use the header checkbox when you mean "everything the filter is showing."
Clear selection empties it.
The bulk actions
Action | What it does |
Edit | Set one field to one value across the selection |
Spreadsheet edit | Open the selection as an editable grid and change cells directly |
Assign states | Replace the state allocation split on the selection |
Dispose | Record a disposal against each selected asset |
Delete | Soft-delete the selection |
Edit
Pick a field, pick a value, confirm. One field per pass, so run it once per change.
The fields you can set: Description, GL Account, Activity, Method, Recovery Period, Convention, Section 179, Property Type, Cost, Placed-in-Service Date. A separate Non-depreciating option marks the selection non-depreciating with a reason and an optional note, or clears that treatment.
The confirmation step tells you when the change will trigger a recalculation.
Some assets are skipped rather than changed, and the results screen lists each one and why:
disposed assets
CIP assets
for Section 179, any asset where the amount you entered is more than the asset's cost
This is the action behind bulk routing after an import. See Change a routing decision, or assign groups in bulk.
Spreadsheet edit
Opens your selection as a grid of editable cells, 200 assets to a page. Changes save when you advance a page or use Save & close. It has its own Columns control, saved separately from the grid's.
Assign states
Add a row per state, set a percentage on each, and the running total must land at 100% or below before you can continue. A state can only appear once.
Applying replaces every existing allocation on the selected assets. The confirmation step says so. To set the allocation on one asset instead, use the State Allocation section on the asset's own page.
Dispose
Set one common disposal date and apply it to all, or set dates per asset. The confirmation screen lists every asset with its date, sale price, and gain or loss, plus a total. For what the disposal itself does, see Record a disposal.
Delete
Confirms with the list of assets and their costs, then soft-deletes them. They stop appearing in depreciation calculations.
Undo
After a bulk edit, spreadsheet edit, bulk dispose, or bulk delete, a toast appears in the corner with an Undo button and a 30-second countdown. Take it and the change is reversed.
Only the most recent operation is held. Running another bulk action replaces what Undo is holding.