{"id":39367,"date":"2025-09-30T07:14:08","date_gmt":"2025-09-30T07:14:08","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%a3%d8%b5%d9%84-%d8%b9%d9%86-%d8%b7%d8%b1%d9%8a%d9%82-%d9%81%d8%a7%d8%aa%d9%88%d8%b1%d8%a9-%d8%b4%d8%b1%d8%a7%d8%a1\/"},"modified":"2025-11-30T07:45:04","modified_gmt":"2025-11-30T07:45:04","slug":"adding-an-asset-via-a-purchase-invoice","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-an-asset-via-a-purchase-invoice\/","title":{"rendered":"Adding an Asset via a Purchase Invoice"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

Managing assets inside the accounting system requires accuracy and clarity when recording each step. When you buy a new asset, such as equipment or machinery, it\u2019s important to link the purchase invoice correctly to the accounts. This guide explains in detail how to add an asset using a purchase invoice.<\/span><\/p>\n

[\/vc_column_text][vc_empty_space height=”64″ css=”.vc_custom_1677491013241{margin-left: 120px !important;}”][vc_custom_heading text=”Add an Account for Asset Purchases” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759228854733{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

From the main menu, go to “<\/strong><\/span>Accounting”<\/b>, then select “<\/strong><\/span>Chart of Accounts”<\/b>, and go to the “<\/strong><\/span>Expenses”<\/b> section.<\/span><\/p>\n

\"\"<\/span><\/a><\/p>\n

Click on “<\/strong><\/span>Add Account”<\/b>.<\/span><\/p>\n

\"\"<\/a><\/p>\n

Create a new account named <\/span>Asset Purchase Clearing Account<\/b>, which will be used later for recording the invoice and linking it to the asset. Click “<\/strong><\/span>Save”<\/b>.<\/span><\/p>\n

\"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Set up Account Routing” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759229300496{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

After creating the account, go to “<\/strong><\/span>Accounting Settings”<\/b>, then open the “<\/strong><\/span>Accounts Routing”<\/b> tab.<\/span><\/p>\n

\"\"<\/span><\/a><\/p>\n

From the “<\/strong><\/span>Purchases”<\/b> section, in the “<\/strong><\/span>Routing Type”<\/b> field, click on “<\/strong><\/span>Specify per Each”<\/b>, so you can route asset purchase transactions to the new account you created.<\/span><\/p>\n

\"\"<\/a>[\/vc_column_text][vc_custom_heading text=”Record the Purchase Invoice” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759236138086{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

Go to the “<\/strong><\/span>Purchases”<\/b> menu, then click on “<\/strong><\/span>Purchase Invoices”<\/b>.<\/span>
\n<\/span> After that, click on “<\/strong><\/span>Add Purchase Invoice”<\/b>.<\/span><\/p>\n

\"\"<\/span><\/a><\/p>\n

In the “<\/strong><\/span>Account”<\/b> field, select the “<\/strong><\/span>Asset Purchase Clearing Account”<\/b> that was created earlier.<\/span>
\n<\/span> Enter the product details manually in the invoice.<\/span><\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

For more details on how to add products, you can check the guide explaining the steps of adding a new product<\/a>.<\/p>\n

[\/vc_message][vc_custom_heading text=”Add the Asset and Link the Account” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1759237651844{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]<\/p>\n

Finally, from “<\/strong><\/span>Accounting”<\/b> in the main menu, go to the “<\/strong><\/span>Assets”<\/b> section and click on “<\/strong><\/span>Add Asset”<\/b>.<\/span><\/p>\n

\"\"<\/span><\/a><\/p>\n

In the “<\/strong><\/span>Category Account”<\/b> field, select the appropriate classification such as <\/span>Equipment<\/b>.<\/span> In the “<\/strong><\/span>Cash Account”<\/b> field, choose the <\/span>Asset Purchase Clearing Account<\/b> you created earlier. Click “<\/strong><\/span>Save”<\/b>.<\/span><\/p>\n

\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]<\/p>\n

For more information, refer to the guide on how to add a new asset<\/a> and you can find the detailed steps.<\/span><\/p>\n

[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":29,"template":"","categories":[],"tags":[6887],"class_list":["post-39367","user_manual","type-user_manual","status-publish","hentry","tag-add-asset"],"yoast_head":"\nAdding an Asset via a Purchase Invoice - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-an-asset-via-a-purchase-invoice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding an Asset via a Purchase Invoice - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] Managing assets inside the accounting system requires accuracy and clarity when recording each step. 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