Overview

The Revaluation screen allows you to adjust the book value of your assets up or down to reflect current market conditions or updated valuations. You can create revaluation batches, select the assets to revalue, choose how the new values are calculated, and then process the batch to create the corresponding transactions. This screen is available to users who have the revaluation permission.

Getting here

From the sidebar, click Transactions then click Revaluation.

What you can do on this screen

View summary statistics for revaluations in the current year and period
Search and browse previously completed revaluation batches
Start a new revaluation batch
Add assets to a batch and set the revaluation mode and amount
Override calculated values for individual assets
Save a batch as a draft to return to later
Process a batch to create revaluation transactions
Export batch details to CSV or Excel
View a completed batch in read-only mode

Starting a new revaluation batch

Click Start New Revaluation Batch.
In the asset selection dialogue, choose one or more assets to include in the batch.
Click Confirm to add the selected assets and open the batch entry screen.

If your organisation uses multiple companies and you have All Companies selected, you will see a summary of revaluations broken down by company instead of the standard statistics cards.

Completing the batch header

When the batch entry screen opens, fill in the header details before processing.

Enter a Reference for the batch (up to 10 characters). If your system is configured to auto-generate transaction references, this field is read-only and the reference is created when you save.
Set the Date for the revaluation. This defaults to today's date.
Select a Revaluation Mode:
- By Percentage — adjusts each asset's net book value by the percentage you enter (for example, enter 5 for a 5% increase or -3 for a 3% decrease).
- By Value — adds or subtracts a fixed amount to each asset's net book value (for example, enter 100 to increase by 100 or -75.50 to decrease by 75.50).
- To Value — sets each asset's net book value to the exact amount you enter. The amount must be zero or greater.
Enter the Revaluation Amount. The meaning of this value depends on the mode you selected.
Optionally, enter any Notes (up to 400 characters).

The Year and Period fields are read-only and are determined by the company's current accounting period.

When the company currency differs from the home currency, the screen displays the exchange rate and shows home currency equivalents automatically.

Adding more assets to a batch

In the Transaction Details section, click Add Assets.
In the asset selection dialogue, choose the assets you want to add.
Click Confirm. The new assets are added to the grid with their revalued net book values calculated using the current mode and amount.

Assets that are already in the batch are excluded from the selection dialogue.

Editing revalued values for individual assets

You can override the calculated revalued net book value for any asset in the batch.

In the Transaction Details grid, click the Revalued Net Book Value field for the asset you want to change.
Enter the new value.
Click outside the field or press Tab to confirm. The revaluation adjustment is recalculated automatically.

An Edited badge appears next to the asset description to show that the value has been manually overridden. When you change the revaluation mode or amount in the header, only non-overridden items are recalculated. Overridden items keep their manual values.

Reapplying default values

If you have overridden values and want to recalculate them using the header settings:

Click Reapply Defaults in the banner that appears above the grid when overrides exist.
Choose one of the following options:
- Apply to all lines — recalculates every asset, replacing any manual overrides.
- Apply only to unmodified lines — recalculates only those assets that have not been manually overridden.
Click Apply.

Removing assets from a batch

Select the checkbox next to each asset you want to remove.
Click Remove Lines (the number of selected assets is shown on the button).
In the confirmation dialogue, click Remove Assets.

To select or deselect all assets, use the checkbox in the grid header row.

Saving a batch

Click Save in the top-right corner of the screen.
The batch is saved with a status of In Progress so that you can return to it later.

You must provide a reference (unless auto-generated), a date, at least one asset, and at least one asset with a non-zero revaluation adjustment before you can save.

Processing a batch

Processing a batch creates the revaluation transactions and posts them. This action cannot be undone.

Review the batch details, including the total adjustment shown in the footer.
Click Process.
In the confirmation dialogue, review the summary:
- The number of assets in the batch.
- The total revaluation adjustment.
- If the company currency differs from the home currency, the home currency equivalent and exchange rate.
Click Process Batch to confirm, or click Review Again to go back.

After processing, you are returned to the landing page.

Exporting batch data

You can export the details of a batch to a file for use outside Access Assets.

Select the more options menu (three vertical dots) in the top-right corner.
Choose either Export to CSV or Export to Excel.

The export includes asset code, asset description, category, location, current net book value, revalued net book value, revaluation adjustment, and notes for each asset.

Viewing a completed batch

On the landing page, find the batch in the Transaction History list.
Select the batch to open it in read-only mode.

A Completed badge is shown in the header, along with the date the batch was posted. You cannot edit a completed batch, but you can export its data.

Leaving a batch without saving

Select the back arrow in the top-left corner of the batch entry screen.
If you have unsaved changes, a confirmation dialogue appears asking whether you want to discard your changes.
Click Discard Changes to leave without saving, or click Continue Editing to return to the batch.

If you have no unsaved changes, you are returned to the landing page immediately.

Field reference

Field	Description	Required	Editable
Reference	A short identifier for the batch, up to 10 characters. May be auto-generated depending on your system settings.	Yes (unless auto-generated)	Yes (unless auto-generated or batch is completed)
Date	The date of the revaluation. Defaults to today's date.	Yes	Yes (unless batch is completed)
Year	The accounting year for the selected company.	N/A	No (read-only)
Period	The accounting period for the selected company.	N/A	No (read-only)
Revaluation Mode	Determines how the revaluation amount is applied. Options: By Percentage, By Value, To Value.	Yes	Yes (unless batch is completed)
Revaluation Amount	The value used to calculate the revaluation, interpreted according to the selected mode.	Yes	Yes (unless batch is completed)
Notes	Free-text notes for the batch, up to 400 characters.	No	Yes (unless batch is completed)

Transaction details grid columns

Column	Description
Code	The unique code identifying the asset.
Description	The name or description of the asset. An Edited badge appears if the revalued value has been manually overridden.
Net Book Value	The asset's current net book value before revaluation.
Revalued Net Book Value	The asset's net book value after the revaluation adjustment. You can edit this value directly in the grid for individual assets.
Revaluation Adjustment	The difference between the revalued net book value and the current net book value. Positive values are shown in green and negative values are shown in red.

Footer totals

Total	Description
Current NBV	The sum of all current net book values for assets in the batch, shown in the company currency.
NBV after Revaluation	The sum of all revalued net book values, shown in the company currency.
Adjustment	The total revaluation adjustment across all assets. Positive values are shown in green and negative values are shown in red.
Home Adjustment	Shown only when the company currency differs from the home currency. Displays the total adjustment converted to the home currency using the current exchange rate.

Warnings and messages

Message	When it appears
Reference is required	You tried to save or process a batch without entering a reference (and auto-generation is not enabled).
Date is required	You tried to save or process a batch without selecting a date.
No assets selected	You tried to save or process a batch that does not contain any assets.
No revaluation adjustments	You tried to save or process a batch where no asset has a non-zero revaluation adjustment.
Enter a valid number.	You entered a value in the Revaluation Amount field that is not a valid number.
For 'To Value', the amount must be greater than or equal to zero.	You entered a negative amount when the revaluation mode is set to To Value.
Discard Changes? — You have unsaved changes. Are you sure you want to leave? All changes will be lost.	You tried to leave the batch entry screen with unsaved changes.
Process Revaluation Batch — This will process the revaluation batch and create transactions. This action cannot be undone.	You selected Process and the confirmation dialogue is asking you to review the batch before confirming.
Remove Selected Assets — Are you sure you want to remove the selected assets from this batch?	You selected Remove Lines and the confirmation dialogue is asking you to confirm.
Reapply Defaults — This will recalculate default values from the header settings.	You selected Reapply Defaults and the confirmation dialogue is asking you to choose which lines to recalculate.
Revaluation mode/amount changed — Non-overridden items will be recalculated. Use "Reapply Defaults" to recalculate all items.	You changed the revaluation mode or amount while some items have manual overrides.
Revaluation Created Successfully	The batch was processed and transactions were created.
Revaluation Completed with Warnings	The batch was processed but some transactions or financial postings had issues.
No data to export	You tried to export a batch that has no assets.
No batch history available	You tried to view the last batch summary but no completed batches exist.