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Completed CapEx claims

What has been booked, when, by whom — and the annual depreciation that follows from it. This is the read-only ledger view for finance and audit.

The completed page filters the project list to two capitalisation statuses: APPROVED and COMPLETED. Everything earlier in the lifecycle lives on the overview instead.

What each row shows

ColumnSource
Project nameThe live project being capitalised
Date rangeProject start to project end, formatted MMM yyyy - MMM yyyy. Open-ended projects show MMM yyyy - Ongoing
StageAPPROVED or COMPLETED, badged with the same colours used across the workflow
Cost centreBound at project level; drives the CapEx vs OpEx split
Capitalised amountThe authoritative figure recorded on the capitalisation record, formatted in the project's currency
Annual depreciationcapitalisedAmount / amortizationMonths * 12, formatted as {amount}/yr. Empty when amortisation months are unset
Updated atLast activity on the project (the startDate field is used here as the canonical "booked at")

Annual depreciation, calculated

Depreciation is computed inline — no separate schedule table. The formula is:

annualDepreciation = capitalisedAmount / amortizationMonths * 12

If amortizationMonths is null or zero, the column renders empty rather than dividing by zero. Set it on the capitalisation record (per project, per claim) when you sign off.

WARNING

The depreciation figure here is for review and reporting only. Flowstate does not push journal entries to your ERP. Use the API or your standard close process to book the asset and the monthly amortisation.

Permissions

Cost columns require FINANCIALS_VIEW_SUMMARY. Without it, the table renders rows with the project name, date range, stage, and cost centre — but no monetary values.

What is not here

  • Pending or in-review claims — see the overview.
  • The rationale itself — open the project to read the rationale writer's output.
  • Audit history — the workflow audit trail lives on the project's history pane in the project detail view.

Flowstate Documentation