Asset Capitalisation Rules
Capitalisation Rules are set by the Customer so that Assets can be Capitalised correctly. Generally, a customer will set Capitalisation rules as appropriate to them as thresholds will vary by Customer size and industry.
Note
To view the legacy version, please select Legacy User Guide.
How to view Asset Capitalisation Rules
Viewing Asset Capitalisation Rules
As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Asset capitalisation rules from the Asset folder or enter Asset capitalisation rules in the Search option.
This will then show the Asset capitalisation rules on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select 
option on the right of the column display, then tick/untick the information you want to hide or display.
How to create Asset Capitalisation Rules
Creating Asset Capitalisation Rules
Select Asset capitalisation rules from one of the options as shown above in Viewing Asset Capitalisation Rules.
Select New.
Enter the Asset capitalisation rules details as required -
Description - add a unique description for the rule.
Date from - enter a date that the Capitalisation rule is effective from. This will be compared to the document date and any documents before this date will be ignored.
Date to - enter a date that the Capitalisation rule is effective to. This will be compared to the document date and any documents after this date will be ignored.
Legal Entity(s) - enter Legal Entity only if you wish to restrict the rule to a specific Legal Entity.
Base currency - select Legal entity base currency.
Min Amount - enter minimum base amount, leave blank if no minimum.
Max amount - enter maximum base amount, leave blank if no maximum.
Account group(s) - select Account group(s) if you want to restrict this rule to only work for specific Account Group(s), an alternative to choosing individual Account(s) or Product(s).
Account(s) - select Account(s) if you want to restrict this rule to only work for specific Account(s), an alternative to choosing individual Account groups(s) or Product(s).
Product(s) - select Product(s) if you want to restrict this rule to only work for specific Product(s), an alternative to choosing individual Account groups(s) or Group(s).
Note
Account group(s), Account(s) and Product(s) will all be initially marked as mandatory fields, but only one of the fields needs to be entered.
Cost centre(s) - select Cost Centre(s) if you want to restrict this rule to only work for specific Cost Centre(s).
Department(s) - select Department(s) if you want to restrict this rule to only work for specific Departments(s).
Auto capitalise
When this box is ticked, an Asset will automatically be created (including non-capital Assets), using the Asset Group and Depreciation Method specified. For Capital Assets, Asset Journals(s) will be created to capitalise the expense.
Asset group - specify the default Asset Group to be used upon capitalisation of postings which match this rule.
Depreciation Method - specify the Depreciation method to be used upon capitalisation of postings which match this rule. Leaving this field blank will mean the default Depreciation method from the specified Asset Group will be used.
How to edit Asset Capitalisation Rules
Editing Asset Capitalisation Rules
Select Asset capitalisation rules from one of the options as shown above in Viewing Asset Capitalisation Rules.
Select and open Asset capitalisation rule that is to be edited.
Select Edit button.
Make changes (refer to field explanations above) and then Save.
Updated October 2026