Financial Control Module
Task Assignment Catalog· 4 entries

Fixed Assets

Track equipment, vehicles, and property — with depreciation, maintenance schedules, rentals, work orders, and trip logs for fleet operations.

FullAsset register
AutoDepreciation
Maint.Scheduling
Fleet &Rentals
Fixed Assets Dashboard Interface

Overview

Fixed Assets is more than a depreciation schedule. Register each asset with type, location, custodian, and purchase details — then schedule maintenance, log vehicle trips, issue work orders for repairs, and record rentals when you lease equipment out.

Financial and operations dashboards show purchase value, estimated net book value, overdue maintenance, and open work orders. Depreciation runs as part of period close so your balance sheet stays current.

Key Capabilities

Asset register

Complete profiles with barcode, custodian, location, and lifecycle status.

Depreciation

Multiple methods per asset with automatic posting at period close.

Maintenance planning

Schedule service and see overdue maintenance before equipment fails.

Fleet & trips

Log vehicle usage and mileage for operational and cost tracking.

Work orders

Create repair or task orders tied to specific assets.

Rentals

Manage rental agreements and revenue when you lease assets to others.

Task Assignment Catalog

The Task Assignment Catalog connects workflow events in this module — documents submitted or approved, thresholds crossed, lifecycle handoffs — to the people who should act next. When an event fires, PerfectoERP assigns follow-up tasks, sends in-app notifications, or both, according to each catalog entry. Teams collaborate through My Desk instead of polling lists or chasing status in email.

4
Catalog entries

Monthly depreciation run due

Task assignment + notification

The monthly fixed-asset depreciation run is due. Post depreciation journals.

Default recipients

  • Task → Fixed Assets Manager
  • Notification → GL Administrator

Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.

Scheduled asset maintenance due

Task assignment + notification

Scheduled asset maintenance is due. Assign a technician and record completion.

Default recipients

  • Task → Maintenance Supervisor
  • Notification → Fixed Assets Manager

Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.

Asset work order approved

Task assignment + notification

An asset work order was approved. Execute maintenance or repair.

Default recipients

  • Task → Fixed Assets – Work orders
  • Notification → Maintenance Supervisor

Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.

Fixed asset disposal work order submitted

Task assignment + notification

A fixed-asset disposal or retirement work order was submitted for approval.

Default recipients

  • Task → Fixed Assets Manager
  • Notification → CFO

Default routing is customizable per catalog entry — add job functions or individual users, or disable tasks or notifications in Configure.

Interface Showcase

Fixed Assets dashboard

Asset counts, book value estimates, maintenance alerts, and quick registration actions.

Connected Modules

General Ledger

Depreciation and disposal entries.

Cost Control

Allocate asset costs to departments.

Projects

Equipment assigned to project sites.

Ready to control your asset register?

Know book value, custodians, and maintenance status — and let depreciation post to the ledger at period close.

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