Assets and Liabilities

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TFS User Guide - Table of Contents

Documentation Disclaimer

Opening the Assets and Liabilities Screen - Click here to expand...

Adding an Asset - Click here to expand...

Adding an Asset

From the Name drop-down list, select a contact.
Select the Assets list. A shadow will appear around the list to indicate it is selected.
Click the New button. The Asset dialog will be displayed.
Enter the asset details.
Select the Owners tab.
Double-click the contacts who own the asset. The selected contact(s) will have a 'tick' placed next to them.
Click the OK button.

If you set Encumbrance to Yes and enter details a liability record will automatically be created.

Adding a Liability - Click here to expand...

From the Name drop-down list, select a contact.
Select the Liabilities list. A shadow will appear around the list.
Click the New button. The Liability dialog will be displayed.
Enter the liability details.
Select the Owners tab.
Double-click the contacts who own the liability. The selected contact(s) will have a 'tick' placed next to them.
Click the OK button.

IMPORTANT CONCEPTS

Show All?: displays all the assets and liabilities for a contact including joint ownership assets and liabilities. Changing the Show All? field to Yes will add two (2) extra columns to the lists:
- Contact?: indicates if an asset or liability is owned by the contact listed in the Name field.
- Joint?: indicates whether an asset or liability is jointly owned by the contact in the Name field and another contact.