Acquisition_Report

Acquisition Report

An Acquisition Report in Caselle Asset Management lists assets that were added or acquired during a selected reporting period. It provides details about new capital assets entered into the system, such as purchase dates, costs, vendors, departments, and asset classifications.

Organizations use the Acquisition Report to:

  • review new asset purchases,
  • verify capitalization activity,
  • support audits,
  • and reconcile additions to the General Ledger.


The report helps answer: “What new assets were added during this period?”


Printing an Acquisition Report

1. Open Connect Asset Management > Reports > Acquisition Report.

2. Select the Report Title.

3. Select the Date Range.

The date range selects the transactions that will be included.

Do you want to use the fiscal year end as the report date range?

  • Yes, I want to use the current date range. Continue to the next step.

  • No, I want to use a different date range. Change the Report Date, or click Advanced Options.  


4. Set up the Include Report-Only Transactions checkbox.

A report only transaction is recorded and will be updated to the General Ledger as a report only transaction.

Do you want include report only transactions?

  • Yes, I want to include report only transactions. Select the Include Report-Only Transactions checkbox.

  • No, I do not want to include report only transactions. Deselect the Include Report-Only Transactions checkbox.  


5. Click Print (CTRL+P).  

The report prints.

 

 

    • Related Articles

    • Acquisition Report

      An Acquisition Report in Caselle Asset Management lists assets that were added or acquired during a selected reporting period. It provides details about new capital assets entered into the system, such as purchase dates, costs, vendors, departments, ...

    • Asset Report

      An Asset Report is a general report that lists information about assets stored in the system. It provides an overview of asset records and their current details, status, and values. The exact content of the report can vary depending on filters and ...

    • Asset Report

      An Asset Report is a general report that lists information about assets stored in the system. It provides an overview of asset records and their current details, status, and values. The exact content of the report can vary depending on filters and ...

    • Capitalized Asset Report

      A Capitalized Asset Report in Caselle Asset Management lists assets that have been officially recorded as capital assets based on the organization’s capitalization rules and thresholds. These assets are typically long-term items that are tracked, ...

    • Capitalized Asset Report

      A Capitalized Asset Report in Caselle Asset Management lists assets that have been officially recorded as capital assets based on the organization’s capitalization rules and thresholds. These assets are typically long-term items that are tracked, ...