1. Help
  2. Assets, Products & Financials
  1. Help
  2. Assets, Products & Financials
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Assets, Products & Financials

Assets, products, and financials management covers tracking organizational resources and monetary aspects.

Assets & Reservations

Assets and reservations functionality enables tracking and managing organizational equipment and bookings.

  • App Instance
    App instances are created when app offerings are installed in customer accounts for service automation.
  • App Instance Fields
    App instance fields control the configuration and status of application integrations within customer accounts.
  • App Offering
    App offerings enable automated integrations between Xurrent and external systems through provider-published applications.
  • App Offering Fields
    App offering fields define the configuration options available when creating or managing application offerings.
  • Media File
    Media files allow users to upload files to obtain URLs for use throughout the Xurrent service.
  • Media File Fields
    Media File Fields define properties and access controls for file attachments in Xurrent.

Contracts & Invoices

Contract and invoice management features help track financial agreements and billing documentation.

  • Contract
    Contract management allows organizations to register and track different types of agreements covering configuration items.
  • Contract Fields
    Contract fields define the data elements and configuration options available when creating and managing service contracts.
  • Invoice
    Invoices track actual project costs and capital expenditures for project managers.
  • Invoice Fields
    Invoice fields define the data elements and utilization guidelines for invoice records.

Products & Categories

Products and categories help organize and classify items within asset management systems.

  • Product
    Products define hardware models and software applications for registering configuration items.
  • Product Category
    Product categories classify products and configuration items with specific attribute fields.
  • Product Category Fields
    Product category fields define properties and attributes for organizing products within categories.
  • Product Fields
    Products have configurable fields for names, categories, brands, models and pictures.