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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The New Asset page creates a fixed asset record in the Finance & Revenue core. It is accessible at route /fa/fixed-assets/new.

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Overview

The page renders FixedAssetForm inside a card. On submit, useCreateFixedAsset is called with the following key mappings from form values:
  • asset_tag: auto-generated by database trigger (passed as empty string)
  • book_value: initialized to purchase_cost
  • accumulated_depreciation: initialized to 0
  • status: set to "active"
  • useful_life_months: only set when depreciation_method !== 'none'
On success, navigates to /fa/fixed-assets/:id (the new asset’s detail page). Permission gate: fa.assets.create (route level) Primary mutation: useCreateFixedAsset

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Who it’s for

Permission required: fa.assets.create

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Before you start

  • Have vendor and site information ready if applicable.
  • Identify the GL accounts: asset account, depreciation expense account, accumulated depreciation account, and gain/loss account.
  • Know the purchase date, cost, depreciation method, and useful life.

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Steps

  1. Navigate to /fa/fixed-assets/new.
  2. Complete the FixedAssetForm:
    • Asset Information: Name, description, serial number, asset category, purchase date, purchase cost
    • Location: Vendor, purchase order, site
    • Depreciation: Method, useful life (months), salvage value
    • GL Accounts: Asset account, depreciation expense, accumulated depreciation, gain/loss
    • Notes: Optional free-text
  3. Click the submit button. On success, you are redirected to the new asset detail page.

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Key concepts

  • Asset tag: Auto-generated by the database — not entered by the user.
  • Depreciation method none: Skips useful_life_months requirement.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/FixedAssetCreatePage.tsx
  • src/cores/fa/hooks/useFixedAssets.ts
  • src/cores/fa/components/FixedAssetForm.tsx