Overview

The Asset tab displays all GL codes from your connected accounting system identified as asset accounts. These are mapped across the following headers in the Castaway chart of accounts: Bank Accounts, Trade & Other Debtors, Inventory, Accruals & Prepayments, Debtor Elements, Fixed Assets, Investments, and Other Assets/Liabilities.


Bank Accounts Header

An inbuilt main bank account element exists in every Castaway file. Map your primary bank account GL code to this line - no element creation is required.

Additional bank account elements can be created by mapping further bank GL codes to the Bank Accounts header. Each additional bank account created automatically generates corresponding Interest Income and Interest Expense lines under those headers.

Line Appears when
Main bank account Always present — inbuilt
Additional bank account lines Each additional bank account GL code mapped to the header

Trade & Other Debtors Header

An inbuilt Balance Sheet (Trade Debtors) line exists under this header. Map your trade debtors GL code here in most cases.

Partner Elements

Partner lines appear automatically when a Sales element's Debtor Reporting setting is changed from the default. Map the relevant GL codes to these lines once they appear.

Line Appears when
Balance Sheet (Trade Debtors) Always present - inbuilt
Individual debtor balance lines A Sales element Debtor Reporting setting changed to Current Debtors or Non-Current Debtors (Income tab)
Individual debtor balance lines A Sales element Debtor Reporting setting changed to Link to Debtor Element (Income tab)
Provisions (Doubtful Debts) A Provision element set to Doubtful Debts provision type (Expense tab)

Debtor Elements Header

If a Sales element has been configured with Link to Debtor Element as its Debtor Reporting setting, the Debtor element is created here by mapping the relevant GL code to this header. Multiple Sales lines can be connected to a single Debtor element if required.


Inventory Header

Inventory balance lines appear here as partner elements when Inventory elements are created in the Expense tab. Map the relevant GL codes to these lines once they appear.

Sub-header Appears when
Inventory balance line An Inventory element is created (Expense tab)
Inventory Writedown line An Inventory element's Writedown Method setting is changed from None

Accruals & Prepayments Header

Lines appear here automatically when a Sales or Cost element's Invoice Method is changed to a prepaid or accrued option. Castaway creates these to maintain the connection between the P&L account and its corresponding balance sheet position. Map the relevant GL codes to these lines once they appear.

Sub-header Appears when
Cost Prepayments/(Accruals) A Cost element Invoice Method set to a prepaid or accrued option
Sales Accruals & WIP/Prepayments A Sales element Invoice Method set to a prepaid or accrued option

Fixed Assets Header

Each Fixed Asset element created automatically generates the following partner lines. Map the relevant GL codes to these lines once they appear.

Partner element Location
Accumulated depreciation line Accumulated Depreciation sub-header (within Fixed Assets)
Depreciation expense line Depreciation header (Expense tab)

Investments Header

Each Investment element created automatically generates the following partner lines. Map the relevant GL codes to these lines once they appear.

Partner element Location
Investment Income line Other Income header (Income tab)
Gain on Sale line Other Income header (Income tab)
Revaluation Reserves line Revaluation Reserves header (Equity tab)

Other Assets/Liabilities Header

The Other Assets/Liabilities element type is designed for GL codes that cannot be mapped to any other element type in Castaway. Before creating an Other Asset/Liability element, confirm no more specific element type is applicable.

When no other element type is suitable, Other Asset/Liability elements can be created here. They are flexible elements capable of modelling income, expense, payments and receipts.

Key mapping decision — Account Type setting

The Account Type setting controls where the element reports in the balance sheet:

Account Type Reports under
Other Debtors Trade & Other Debtors
Other Current Asset Current assets section
Other Non-Current Asset Non-current assets section
Other Creditors Trade Payables
Other Current Liability Current liabilities section
Other Non-Current Liability Non-current liabilities section

Partner elements

Other Asset/Liability elements automatically generate the following partner lines. Map the relevant GL codes to these lines once they appear.

Partner element Location
Other Asset/Liability Income Other Income header (Income tab)
Other Asset/Liability Expense Other Expense header (Expense tab)

What's next...

Once the Asset tab is complete, proceed to Mapping: Liability