Download Assets (for Transfers)

To carry out transfers, we recommend that you download them first to the sheet. Follow the Download Assets instructions as part of the Asset Additions integrator. These same instructions also apply to the Asset Assignment Transfers integrator.

Asset and Transfer From Section

This section includes a download of financial details from multiple Asset Books assigned to an asset.

To limit the download by specific Asset Books, use the sheet filter or the Download Form to specify the Book criteria.

Using the Download Filter

The example below demonstrates how to use the download filter on the Download Form by Location. Assets matching only the specified criteria will be downloaded.

Download form with Location filter:

image91

Download results - assets matching only the location specified in the download form are downloaded to the sheet:

image92

  • Historic Transaction Comment and Transaction Date against assets will not be downloaded to the sheet. Therefore, these columns are for Create only.

  • Assets will be downloaded from Corporate Books and Tax Books only if there are active assignments associated with those books. Assets without assignments in these books will not be included in the download.