Omni – Asset Register

The asset register tracks the client asset documents that have been handled by the administrator. It records when the document was received and when and where it was sent.

If a record is created in error and saved then it can be archived by clicking the ‘Archive’ button. There is a ‘Show Archived’ option that can be ticked if you want to see all records.

The asset document register can be exported to Excel.

If the document relates to a bank account (i.e. cheque or cheque book) the Select Button allows you to select the client’s bank account rather than typing the names and account number.