Guidelines and Limitations when Revaluing Multiple Assets

When creating a CSV file for bulk asset revaluation, review the following guidelines and limitations:

• The Asset ID and Transaction Date fields in the CSV file are required. If one of these fields is blank, the CSV file won't be processed.

• The value in the Asset column must match the Asset Internal ID.

• To revalue a tax method, enter its internal ID in the Tax Method ID column. Leave the column blank to revalue only the asset.

• At least one optional column, other than the Tax Method ID and Transaction Reference, must have a value.

• Only component assets can be revalued. Compound assets aren't supported.

• The CSV file size can't exceed 10 MB and is subject to the File Cabinet's storage availability.

• Numbers and currency amounts in the CSV file should follow the formats defined in the General Preferences page.

• If the CSV file has validation errors, it won't be processed even if some rows are valid.

General Notices