How to Bulk Transfer

 

Note: The Bulk Transfer feature is only available in Sage Fixed Assets Depreciation, Depreciation Network and Premier Depreciation

 

Create a backup before proceeding. Undoing a bulk transfer is one asset at a time otherwise. See How to back up a company

In Sage Fixed Assets - Depreciation:

1. Create a group for the assets you would like to Transfer. See How to create a group.
2. Select the group in the Asset List: Click the drop-down box for Group, select the newly created group from step 1.
   • Note: You can't bulk transfer already transferred, disposed, or inactivated assets. This creates another transaction. Don’t include these assets in the group
3. Go to Edit, Select All.
   • Or highlight each asset to transfer
4. Then go to the Asset menu, select Bulk Transfer.
   • Or in the Tasks pane (top left), click Bulk Transfer Assets
   • Note: When transferring assets, ensure the Current Thru date on all assets in all Books is before the Transfer Date
5. Enter the Transfer Date, click Tab,
6. Select where you are transferring the assets to; select either Current Company or To Another Company.
7. Click Transfer.

Note: A selected asset will not transfer under the following conditions:

• The asset is disposed
• The asset has already been transferred
• The asset is inactive
• The asset's placed-in-service date is later than the transfer date
• The leftmost open book does not have an Acquisition Value populated