sign up
sign up

How to add an asset

Academy page

What to do after I have purchased an asset?

An asset is property you own and use for your business - either purchased or already owned

How to create an asset using your Sole App

There are two primary methods to add an asset to your Sole App.

1. From within your side bar menu, select 'Assets' to be taken to your business view:

6

You will then be able to add an asset using the "+" symbol in the bottom right of the My Assets screen.

7

2. Select Create Expense/Asset on the Dashboard under your quick link tiles:

8

Following this, you will be presented with the 'Upload Asset' screen, through which you can add the primary details associated with your new asset.

9

If you select 'Paid with cash?' as yes, Sole will expect that you have paid for this asset with physical cash. If you do not select this option, you will have the ability to reconcile bank feed transactions against this asset record to balance your books.

other articles
An overview of the Dashboard and its features Summary The dashboard is your new business home page. At a glance, […]
How to use Sole to create a quote for future work. In operating your business, you may want to provide […]
Step by step on how to convert a quote to an invoice How to video: Step by step walkthrough: You […]
Expense categories explained When you're reviewing and sorting your transactions, we give you a list of categories to choose from. […]
How to invoice using nothing more than your phone You have the ability to seamlessly send unlimited professional invoices on […]