Migration of Fixed Assets

To migrate the opening balances of fixed assets from the asset register to the general ledger, please follow these steps:

  1. Prepare a CSV file containing the relevant details of each item, such as its original cost and date of commencement of depreciation. Please take note it is important to set up the last day of the previous financial period as the migration date, so at allow the system to recognise the eateries as opening balances for the current year.

  2. Upon migration, the system will calculate depreciation from the historical commencement date to the current date.

  3. The system will then debit the depreciation expense account and credit the accumulated depreciation based on the calculated values.

  4. The asset account will be debited with the original cost, while a credit entry will be made to the "migration account" to keep track of the migration process.

  5. To adjust the depreciation account and record post-migration depreciation expense, you will credit the depreciation expense account with the opening balance of accumulated depreciation and debit the equivalent amount to the migration account.

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