Documents & Assets

Documents

A centralised document management system built into CoreAxis.

1. Go to Documents from the sidebar.
2. Upload files — invoices, contracts, licenses, certificates, receipts, or any business document.
3. Organize with folders and tags.
4. Link documents to specific records — attach a purchase contract to a supplier, a warranty document to a product, etc.

• Search: Full-text search across document names and tags.
• Access Control: Set document visibility by role — e.g., financial documents visible only to Owner and Accountant.
• Version History: Upload updated versions of a document without losing the original.

Fixed Assets

Track your business's fixed assets — furniture, equipment, vehicles, computers, machinery.

1. Go to Assets from the sidebar.
2. Click Add Asset — enter the asset name, category (Furniture, Equipment, Vehicle, etc.), purchase date, purchase price, and useful life (in years).
3. Select the depreciation method: Straight Line (SLM) or Written Down Value (WDV).
4. The system auto-calculates monthly depreciation and maintains a running book value.

• Asset Register: View all assets with current book value, accumulated depreciation, and status (Active, Disposed, Under Maintenance).
• Disposal: When you sell or scrap an asset, record the disposal with sale value. The system calculates profit/loss on disposal.
• Maintenance Log: Record maintenance activities and costs for each asset.
• Depreciation Schedule: Month-by-month depreciation table for each asset — useful for audits and tax filing.