Read operational and financial results with their source context.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 28 | ||
| Calculated | 13 | 46% | |
| Reviewed | 8 | 62% | |
| Approved | 6 | 75% |
Sample totals per stage
Per period: opening cost, additions (new capitalizations), retirements, disposals, transfers, ending cost; opening accumulated depreciation, period depreciation, accumulated retired, ending accumulated; opening NBV, ending NBV. Drills by asset category × Department × Location × individual fixed asset. The Controller’s monthly close artifact and the auditor’s tie-out to the GL control account.
Forward-looking depreciation per Book by month for the next 60 months, computed from the current BookSchedules projection of every active AssetBook. Drills by Category and cost center. The CFO’s planning input into the operating budget.
Year-to-date Section 179 deductions vs. annual cap (with phase-out reduction flagged when qualifying property exceeds the threshold), bonus depreciation taken vs. eligible base, and the projected remaining tax-year capacity. The Tax Accountant’s planning view ahead of large Q4 capex.
Per tax year per entity: Part I (Section 179) total and per-asset detail, Part II (Bonus / Special Depreciation) total, Part III (MACRS GDS by recovery period) totals, Part III (ADS) totals, Part V (Listed Property — vehicles), Part VI (Amortization). The workpaper that reconciles to the filed return.
Per period: every asset disposal with disposal method, proceeds amount, net book value at disposal, gain loss, journal entry ref. Sum of gain loss per category; flags loss outliers above a configurable threshold for additional Controller review.
Per Category: count and original cost of assets by age bucket (0–1y, 1–3y, 3–5y, 5–10y, 10y+) and by NBV remaining bucket (≥75% NBV, 50–75%, 25–50%, 0–25%, fully depreciated). Surfaces aging fleet candidates for replacement planning.
TTM maintenance spend per fixed asset rolled up by Category and Manufacturer. Flags assets where TTM maintenance exceeds a configurable percentage of NBV — economic-life signal for retirement or replacement.
Compare the frozen expected population with observed assets, approved resolutions and open investigations, retaining evidence for internal and external review.
Start free, then use Proto to change fields, steps and approvals before your team goes live.