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Fixed Assets and Capitalization ​

DirectPort can turn qualifying purchase invoice lines into fixed assets and spread their cost over time through monthly depreciation. Use this guide when you buy equipment, fit-outs, or other long-lived assets that should not hit expenditure all at once.

What this feature does ​

  • Capitalize an incoming purchase invoice line into a fixed asset
  • Track the asset on a dedicated Fixed Assets page
  • Show the asset's cost lines and depreciation schedule
  • Replace the original capitalized invoice cost in analytics with depreciation over time

Typical examples

Forklifts, onboard equipment, terminal equipment, office fit-outs, and similar purchases with a useful life beyond the current month.

Before you start ​

The line can only be capitalized when:

  • the invoice is an incoming invoice
  • the invoice status is Approved or Posted
  • the invoice is not deleted
  • the line has a positive amount
  • the invoice currency is EUR
  • you are not editing the invoice

How to capitalize an invoice line ​

1. Open the purchase invoice ​

Go to the invoice in read-only mode. Capitalization actions only appear after the invoice has been saved.

2. Open the line action menu ​

On the relevant invoice line, open the action menu and choose Capitalize as fixed asset.

3. Choose where the cost should go ​

You can either:

  • attach the line to an existing active fixed asset
  • create a new fixed asset from the line

When creating a new asset, fill in:

  • Name
  • Useful life (months)
  • In service date

DirectPort will also copy the line's project and account onto the new asset when available.

4. Confirm capitalization ​

After saving:

  • the invoice line is linked to the fixed asset
  • the asset's original cost is updated from its cost lines
  • the asset becomes visible in Financial > Fixed Assets

Working with fixed assets ​

Fixed asset list ​

The list shows:

  • reference
  • name
  • status
  • in-service date
  • total cost
  • monthly depreciation

Fixed asset detail page ​

Each asset shows:

  • asset details
  • linked cost lines
  • a monthly depreciation schedule

You can also soft-delete or restore an asset from the detail page.

How depreciation appears in analytics ​

After a line is capitalized:

  • the original purchase line is no longer treated as direct expenditure in the fixed-asset analytics flow
  • monthly depreciation is shown instead

This helps distribute the cost across the periods in which the asset is used.

Current limitations ​

  • Capitalization currently supports EUR invoices only
  • One invoice line can only be capitalized once
  • Manual assets created from Add Asset are best used for asset setup and review; the actual cost basis comes from linked cost lines

Troubleshooting ​

I cannot see the capitalization action ​

Check that the invoice:

  • is incoming
  • is approved or posted
  • has saved invoice lines
  • is not currently in edit mode

The line says it is already capitalized ​

An invoice line can only be linked to one fixed asset. Open the linked asset from the line action menu if you need to review it.

I need to undo capitalization ​

Use Remove capitalization from the line action menu. This removes the cost-line link from the asset.