If the default template for the Tangible Fixed Asset summary is not suitable for a company, various amendments can be made to allow the table to be customised.
Customising the Tangible Fixed Assets Summary
The default template is used unless a customised template has been created in an earlier Period of Accounts for a company.
Change Column Headers
To change the column header description, place the cursor over the relevant header and a box will appear around the text. Left-click within the box to type. Either tab or click out of the field to save the change.
Insert or Delete Columns
To insert a new column, right-click on a column header adjacent to the desired location of the new column. The pop-up menu gives the option of inserting a new column before or after the selected column.
To delete a column, right-click on the column header of the applicable column. The pop-up menu gives the option to delete the column.
The only column which cannot be deleted is the Total column. This will always be the final column in the summary.
Change Row Description
To change the row description, place the cursor over the relevant description and a box will appear around the text. Left-click within the box to type. Either tab or click out of the field to save the change.
The description can no longer be changed once an analysis has been inserted and it becomes a hyperlink.
Insert or Delete Rows
To access the pop-up menu for rows, right-click on the space between the box surrounding description text and the box for the first data entry column.
The default template includes three section rows which are Cost/valuation, Depreciation and Net book value. Three is the maximum number of section rows allowed.
To delete a section row, right-click on the relevant row. The pop-up menu gives the option to delete the row.
A new section row can be added when an existing one has been deleted, up to the maximum of three in total.
To insert a new row, right-click on the POA start date row within the section you wish to insert the new row and click 'Insert rows'. An option box will appear where you can select the number of new rows to add.
To delete a row, right-click on the relevant row. The pop-up menu gives the option to delete the row.
If any rows which exist in the default template have been deleted, these will show in the pop-up menu in the list of options of row types to insert.
The asset analysis can only be created using the Additions or Disposals rows. If these have been deleted from the template, they can be reinserted by right-clicking on the POA start date row within the Cost/valuation section and selecting 'Insert additions row' or 'Insert disposals row'.
Each field within the Tangible Fixed Assets summary can have a number manually entered.
Within the Cost/valuation section, disposals and revaluation decreases need to have a minus sign typed to be a negative figure.
Within the Depreciation section, figures are shown as a positive in line with the Fixed Asset Note within a company's financial statements. Disposals need to have a minus sign typed to be a negative figure.
Boxes which are greyed out are automatically calculated and populated by the system.