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  1. HappyCo
  2. Asset Management

Asset Management

Roles and Permissions

  • Roles & Permissions in Happy Asset

Chart of Accounts

  • Capital Expenditure Budgets
  • How to set up a Chart of Accounts

Properties

  • Approvals
  • Duplicating/Copying Capital Projects and/or Unit Renovations
  • Project Milestones
  • Property Settings
  • How to navigate to a property

Fixed Assets

  • Fixed Asset Maintenance
  • How to edit details of a Fixed Asset
  • How to view your Fixed Assets
  • How to add a Fixed Asset

Capital Projects

  • Supported file types for uploading documents and photos
  • How do I upload documents and/or photos to a project?
  • How does the completion bar in the Construction Scope tile function?
  • How to add a scope of work
  • How to edit details of an Capital Project or Unit Renovation
  • How to create a capital project
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