Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
-
Corporations
-
Governments
Success stories
-
A true competitive advantage
Law firm Zarin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
-
Tax, audit & accounting
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Resources
-
Product training
-
Product communities
-
Developers
Highlights
-
2026 SKILLS Showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Reassign Assets dialog (Inventory module)
Show all hidden content
Occasionally, you may need to move assets from one business activity, situs, or association to another. Use the window to select assets to reassign to a different business activity, situs, or association without reentering asset data.
Reassign Assets
To open this window, in the
Fixed Assets Inventory
module, select Edit
, then Reassign Assets
.Fields & buttons
Assets available to reassign
Lists all assets that are available for selection.
- Activity: Select an activity from the dropdown list for theActivityfield.
- Situs: Select a situs from theSitusdropdown list to list only those assets that are assigned to a specific situs.noteAssets which are not in a multiple-unit activity can be assigned to a situs usingEdit, thenReassign Assets. However, there's an exception for 1065 clients; Page 1 and COGS activities can assign a group of assets to a situs usingEdit, thenReassign Assets. Note that for 1065 clients, the Business and COGS folders are now multi-unit, enabling assets to be reassigned to a situs.
- Inventory Status: Select an inventory status from theInv Statusdropdown list.
- Review Status: Select a review status from theRevieweddropdown list.
- Association Value: Use theAssociation Valuefields to customize the asset list according to group, location, property type, division, or any custom association that maintains a list.
You can change the columns that are displayed here using the checkboxes in the Focus group box.
Assets to reassign
Lists the assets you have selected.
note
To remove an asset from this list, select the asset and select
Remove
. The asset returns to the Assets available to reassign pane on the left.Focus group box
Activity
Use this field to limit the assets that are available for selection to those that are contained in a specific activity folder. Or, to display all assets in all activities, select
(All Activities)
from the dropdown list.Situs
To display only those assets that are assigned to a specific situs, select the situs from the dropdown list.
- To have all assets for all situses available for selection, selectAll Statesfrom the dropdown list.
- To have all assets that are not assigned to any situs available for selection, selectNo Statesfrom the dropdown list.
note
Assets which are not in a multiple-unit activity can be assigned to a situs using
Edit
, then Reassign Assets
. However, there is an exception for 1065 clients; Page 1 and COGS activities can assign a group of assets to a situs using Edit
, then Reassign Assets
. Note that for 1065 clients, the Business and COGS folders are now multi-unit, enabling assets to be reassigned to a situs.Inv Status
To display only those assets that are assigned to a specific inventory status, select that status from the dropdown list. Or, to have all assets available for selection regardless of inventory status, select
(All Status)
from the dropdown list.Reviewed
To display only assets that have been reviewed or only assets that have
not
been reviewed, select the review status from the dropdown list. Or, to have all assets available for selection regardless of review status, select (All Review)
from the dropdown list.Display / Association Value
Use the
Display
checkboxes and Association Value
fields to determine which columns appear in the Assets available to reassign pane.Display checkboxes
Use the checkboxes next to the association titles to determine which columns are displayed in the Assets available to reassign pane. Note that marking and clearing these checkboxes doesn’t affect the assets that are available for selection.
Association Value fields
A field appears here for each association that maintains a list. Use these fields to limit the assets that are available in the Assets available to reassign pane.
- To include all assets that are assigned to a particular association, select(All [association])from the dropdown list.
- To include only assets that are assigned to a particular association value, select that value from the dropdown list.
To include all assets that haven’t been assigned to a particular association, select
(No [association] association)
from the dropdown list. For example, if you want to include in the list all assets that are not assigned to a location, select (No Location association)
from the dropdown list.Reassign to group box
Category
Select the category (activity, situs, or association) to which you want to reassign the selected assets.
Value
Select the association value to which you will reassign the selected assets.
- When Activity is selected as the category, you can select all single-unit activities and multiple-unit activities that are set up for the client.
- When an association is selected as the category, you can select any item set up for that association, or you can select no association.
- When Situs is selected as the category, you can select any situs from the dropdown list. However, if you reassign an asset to a situs that hasn't been added to the client viaSetup, thenSituses, you'll need to add the situs treatment to the client after the inventory is finalized.