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Fixed assets

Inspect the fixed-asset records already saved for your selected client and period.

Workpapers and registers​

ToolTool nameExample prompt
Find workpaperslist_fixed_asset_workpapersList the fixed-assets workpapers for [client] in [period].
Read a workpaperget_fixed_asset_workpaperShow the saved fixed-assets workpaper [workpaper].
Summarise the registerget_fixed_asset_register_overviewSummarise the active saved asset register in [workpaper].
List register versionslist_fixed_asset_register_versionsShow the saved asset-register versions for [workpaper].
Read register rowslist_fixed_asset_register_rowsShow the assets in [register version] matching [asset description or category].
List source recordslist_fixed_asset_sourcesList the saved source records for [fixed-assets workpaper].
Read a source analysisget_fixed_asset_sourceShow the saved analysis and mapping for [fixed-asset source].

Calculations and review​

ToolTool nameExample prompt
Read depreciation policieslist_fixed_asset_policiesShow the saved depreciation policies for [fixed-assets workpaper].
Read saved depreciationget_fixed_asset_saved_depreciationShow the saved depreciation calculation for [fixed-assets workpaper].
Read saved trial-balance mappingget_fixed_asset_saved_reconciliationShow the saved trial-balance mapping for [fixed-assets workpaper] and any gaps reported.
Read review recordslist_fixed_asset_review_recordsShow the saved testing conclusions for [fixed-assets workpaper].
Read completion historylist_fixed_asset_review_signaturesShow the completion and reopening records for [fixed-assets workpaper].
Review activitylist_fixed_asset_audit_historyShow the recorded activity for [fixed-assets workpaper].