Assets Management module for Concord
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  • 🏭 Assets Management Module for Concord CRM
  • Getting Started
    • ⚡Requirements
    • 🛠️Activating the module
  • Predefined settings of Assets
  • HOW TO USE
    • 📦 Creating an Asset
    • ➕ Adding Additional Asset
    • 🎯 Allocating Assets
    • ⚠️ Reporting Broken Assets
    • 💰 Asset Liquidation Management
    • 🔍 Reporting Lost Assets
    • 🔧 Asset Maintenance Management
    • 🛡️ Asset Warranty Management
    • 🔄 Asset Revocation Management
    • 📋 Asset Status History Details
    • 📉 Asset Depreciation Management
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On this page
  • 1. Understanding Asset Depreciation
  • 2. Depreciation Methods
  • 3. Accessing Depreciation Information
  • 4. Depreciation Summary Information
  • 5. Switching Depreciation Methods
  • 6. Understanding Depreciation Status
  • 💡 Key Features
  • 🔍 Viewing Depreciation Reports
  • 📋 Best Practices
  • 🚨 Important Considerations
  • 🔄 Depreciation Process Flow
  • 📊 Depreciation Management Benefits
  1. HOW TO USE

📉 Asset Depreciation Management

Asset depreciation helps you track how your assets lose value over time, providing accurate financial reporting and proper asset valuation for accounting purpose.

1. Understanding Asset Depreciation

What is Depreciation?

Depreciation represents the decrease in an asset's value over time due to use, wear and tear, or obsolescence. This is essential for:

  • Accurate financial reporting

  • Tax calculations

  • Insurance valuations

  • Asset replacement planning

  • Budget forecasting

Required Asset Information

For depreciation calculations, assets must have:

  • Purchase Date: When the asset was acquired

  • Purchase Cost: Original cost of the asset (Unit Price × Quantity)

  • Depreciation Period: How many years the asset will be useful

  • Salvage Value: Expected value at end of useful life (optional, defaults to 10% of purchase cost)

2. Depreciation Methods

Straight Line Depreciation

The most common and straightforward method that spreads the cost evenly over the asset's useful life.

How It Works:

  • Calculates equal depreciation amount each year

  • Formula: (Purchase Cost - Salvage Value) ÷ Depreciation Period

  • Simple and predictable depreciation schedule

  • Most commonly used for accounting purposes

Example:

  • Asset Cost: $10,000

  • Salvage Value: $1,000

  • Useful Life: 5 years

  • Annual Depreciation: ($10,000 - $1,000) ÷ 5 = $1,800 per year

When to Use:

  • Most standard business assets

  • Equipment with consistent usage patterns

  • When simple, predictable calculations are preferred

  • For most accounting and tax purposes

Declining Balance Depreciation

An accelerated method that applies higher depreciation in early years, reflecting faster value loss.

How It Works:

  • Applies a fixed percentage to the current book value each year

  • Higher depreciation in early years, lower in later years

  • Better matches actual asset value decline for many items

  • Commonly uses rates like 20% or 30%

Example:

  • Asset Cost: $10,000

  • Depreciation Rate: 20%

  • Year 1: $10,000 × 20% = $2,000 depreciation

  • Year 2: $8,000 × 20% = $1,600 depreciation

  • And so on...

When to Use:

  • Technology equipment that loses value quickly

  • Vehicles and machinery

  • Assets that provide more benefit in early years

  • When tax advantages of accelerated depreciation are desired

3. Accessing Depreciation Information

From Dashboard

Navigate to the Asset Depreciation Summary card on your dashboard to see:

  • Overview by asset category

  • Total depreciation amounts

  • Current asset values

  • Depreciation percentages

From Asset Details

View individual asset depreciation by:

  1. Go to any specific asset

  2. Look for depreciation information in asset details

  3. View calculated book value and accumulated depreciation

  4. See depreciation timeline and projections

From Reports Section

Access comprehensive depreciation reports through:

  • Asset Depreciation Reports

  • Financial summaries

  • Category-based analysis

  • Custom date range reports

4. Depreciation Summary Information

Category Overview

The system groups depreciation data by asset categories showing:

Asset Count: Number of assets in each category Purchase Cost: Total original cost of all assets in category Current Value: Current book value after depreciation Total Depreciation: Amount already depreciated This Year: Depreciation for current year Fully Depreciated: Assets that have reached their salvage value Depreciation %: Percentage of original value that has been depreciated

Key Metrics Explained

Purchase Cost

  • Original amount paid for the asset

  • Includes unit price multiplied by quantity

  • Base amount for all depreciation calculations

  • Never changes after asset creation

Book Value (Current Value)

  • Current worth of the asset after depreciation

  • Purchase Cost minus Accumulated Depreciation

  • Cannot go below the salvage value

  • Used for insurance and resale estimates

Accumulated Depreciation

  • Total amount depreciated since purchase

  • Increases each month/year based on method

  • Stops when asset reaches salvage value

  • Important for tax and accounting records

Current Year Depreciation

  • Depreciation amount for the current calendar year

  • May be partial if asset was purchased mid-year

  • Used for annual financial reporting

  • Helps with budget planning

5. Switching Depreciation Methods

Method Selection

You can view depreciation using different methods:

Straight Line Method

  • Select "Straight Line" from the dropdown

  • View even, predictable depreciation amounts

  • Best for most standard business reporting

  • Provides conservative depreciation values

Declining Balance Method

  • Select "Declining Balance" from the dropdown

  • View accelerated depreciation calculations

  • Shows higher early-year depreciation

  • Useful for tax planning and technology assets

Comparing Methods

The system allows you to:

  • Switch between methods to compare results

  • Understand impact of different approaches

  • Make informed decisions about depreciation strategy

  • Plan for asset replacement timing

6. Understanding Depreciation Status

Active Depreciation

Assets currently depreciating will show:

  • Years Elapsed: How long you've owned the asset

  • Months Elapsed: Precise time for accurate calculations

  • Remaining Years: Time left in useful life

  • Monthly Depreciation: Amount depreciated each month

Fully Depreciated Assets

When assets reach their salvage value:

  • Is Fully Depreciated: Status indicator shows "Yes"

  • Book Value: Equals the salvage value

  • No Further Depreciation: Stops accumulating depreciation

  • Still Useful: Asset may still be in productive use

💡 Key Features

Automatic Calculations

  • Real-time Updates: Depreciation calculated automatically based on current date

  • Accurate Timing: Considers exact purchase dates for precise calculations

  • Multiple Methods: Switch between straight line and declining balance

  • Salvage Protection: Prevents book value from going below salvage value

  • Partial Year Handling: Correctly handles mid-year purchases

Comprehensive Reporting

  • Category Summaries: View depreciation by asset category

  • Financial Totals: See overall depreciation impact

  • Percentage Analysis: Understand depreciation rates

  • Current vs Original: Compare current values to purchase costs

  • Year-over-Year: Track depreciation trends

Data Integration

  • Asset Management: Seamlessly integrated with asset records

  • Financial Systems: Supports accounting and tax requirements

  • Historical Tracking: Maintains complete depreciation history

  • Flexible Reporting: Export data for external analysis

  • Audit Support: Provides documentation for audits

🔍 Viewing Depreciation Reports

Summary Dashboard

  • Quick Overview: High-level depreciation statistics

  • Category Breakdown: Depreciation by asset type

  • Key Metrics: Most important financial indicators

  • Visual Indicators: Easy-to-understand status information

  • Filter Options: Focus on specific categories or methods

Detailed Reports

  • Individual Assets: Specific depreciation for each asset

  • Depreciation Schedules: Year-by-year breakdown

  • Financial Impact: Cost and value analysis

  • Compliance Data: Information for tax and audit purposes

  • Trend Analysis: Historical depreciation patterns

📋 Best Practices

Asset Setup

  • Complete Information: Ensure all required fields are filled

  • Accurate Dates: Enter correct purchase dates

  • Realistic Periods: Use appropriate depreciation periods

  • Proper Salvage Values: Set reasonable end-of-life values

  • Category Assignment: Assign assets to appropriate categories

Method Selection

  • Business Requirements: Choose method based on your needs

  • Consistency: Use same method for similar asset types

  • Tax Considerations: Consider tax implications of method choice

  • Industry Standards: Follow common practices in your industry

  • Professional Advice: Consult with accountants when needed

Regular Reviews

  • Monthly Checks: Review depreciation calculations regularly

  • Annual Analysis: Assess depreciation impact on financials

  • Asset Condition: Compare book value to actual condition

  • Replacement Planning: Use depreciation for replacement timing

  • Policy Updates: Review depreciation policies annually

🚨 Important Considerations

Data Requirements

  • Purchase Date Required: Assets without purchase dates cannot be depreciated

  • Positive Periods: Depreciation period must be greater than zero

  • Valid Costs: Unit prices must be entered for calculations

  • Salvage Values: If not specified, system uses 10% of purchase cost

  • Quantity Impact: Depreciation applies to total asset value (Unit Price × Quantity)

Calculation Accuracy

  • Monthly Precision: System calculates depreciation monthly for accuracy

  • Date Sensitivity: Exact purchase dates affect calculations

  • Salvage Limits: Book value never goes below salvage value

  • Method Consistency: Stick with chosen method for consistency

  • Professional Review: Have calculations reviewed by accounting professionals

Financial Impact

  • Balance Sheet: Depreciation affects asset values on balance sheet

  • Income Statement: Depreciation expense impacts profit/loss

  • Tax Implications: Different methods have different tax effects

  • Cash Flow: Depreciation is non-cash expense but affects taxes

  • Asset Replacement: Plan replacements based on book values

🔄 Depreciation Process Flow

Asset Creation → Enter purchase date, cost, and depreciation period Method Selection → Choose straight line or declining balance method Automatic Calculation → System calculates current depreciation values Regular Updates → Depreciation updates automatically over time Report Generation → View summaries and detailed reports Financial Integration → Use data for accounting and tax purposes Asset Management → Make decisions based on current book values Replacement Planning → Plan for asset replacement when fully depreciated

📊 Depreciation Management Benefits

Financial Accuracy

  • True Asset Values: Accurate current values for financial statements

  • Proper Expense Recognition: Correct timing of depreciation expenses

  • Tax Compliance: Meet regulatory requirements for depreciation

  • Budget Planning: Better forecasting with depreciation data

  • Investment Decisions: Make informed asset investment choices

Operational Efficiency

  • Automated Calculations: No manual depreciation calculations needed

  • Real-time Updates: Always current depreciation information

  • Multiple Methods: Flexibility to use different approaches

  • Easy Reporting: Quick access to depreciation summaries

  • Integration: Seamless connection with asset management

Strategic Planning

  • Replacement Timing: Know when assets should be replaced

  • Budget Forecasting: Plan for future asset investments

  • Performance Analysis: Understand asset utilization and value

  • Cost Management: Track true cost of asset ownership

  • Decision Support: Data-driven asset management decisions

This comprehensive depreciation management system ensures accurate financial reporting while providing the flexibility to use different depreciation methods based on your specific business needs and asset types.

Previous📋 Asset Status History Details

Last updated 14 days ago