The asset revaluation is not accepted

Symptom

In the Revalue Asset Class window (Accounting › Record › Partners and assets › What is there to do with the assets? › Supporting lists › Revaluations › Revalue an asset class), the Invalid Operation window opens when you click Calculate or Confirm, and nothing is posted. Or the category you are looking for does not appear in the Category list.

Message

Copied from the screen, with the Accountant profile. The parts in italics change from case to case.

• When you click Confirm, with the amounts equal to the carrying amount:

  “Nothing to post: every revalued amount equals the carrying amount of the asset.”

• When you click Calculate, with overdue depreciation:

  “Process the accounting periods of "Telemóveis da equipa comercial" up to 05/11/2026 before the revaluation: the carrying amount depends on them.”

• When you click Confirm, on a category without a surplus account:

  “The category "Transport equipment" needs the revaluation surplus account (58x) before the revaluation is posted. Set it in Accounting › Configure › Banks and assets › Asset categories (only the certified accountant or the administrator can; ask them) and calculate again.”

• When you click Load assets, without a Justification, in a notice in the corner of the screen:

  “Some required fields are empty. Fill in the fields marked in red to be able to save.”

Verified causes

• The “Revalued Amount” column did not change. When the assets are loaded, the amount comes equal to the carrying amount: if you do not change it, there is no change to post.
• Depreciation is missing up to the revaluation date. The carrying amount is only right with the periods processed. The sentence names one overdue asset.
• The category has no 58x account. The surplus goes to equity, so the account must be set on the category. With a different Revalued Amount, the window shows this warning after Calculate, and only Confirm blocks it. With equal amounts, the sentence that appears is “Nothing to post”.
• The category is for intangible assets. The Category list only shows tangible fixed asset categories (class 43). Computer programs, for example, does not appear and there is no refusal sentence. Intangibles are not revalued in this window (NCRF 6).
• You cannot pick a single asset. The window loads every in-use asset of the category and the lines cannot be deleted, because the revaluation covers the whole class (NCRF 7). An asset in draft or written off is not in the list.

What to check

1. Whether you typed a different amount in Revalued Amount on at least one line.
2. Whether the periods of the asset named in the sentence are processed up to the revaluation date.
3. Whether the category has a surplus account, in Accounting › Configure › Banks and assets › Asset categories.

How to fix it

Who does it: the Accountant, unless stated otherwise.

1. On “Nothing to post”, type the valuation amount in the Revalued Amount column and click Calculate and then Confirm.
2. On “Process the periods”, process the depreciation (Depreciation is not processed) and click Calculate again.
3. On “needs the revaluation surplus account”, ask the Certified accountant or the Administrator to set the account on the category. Then open the window again and calculate.
4. For an intangible asset that has lost value, record an impairment loss instead of a revaluation. Pending validation by a certified accountant: the treatment of each specific case.

Expected result

The Revaluations list opens, with the new line. The full path is in How to revalue assets.

When to contact support

• The periods are processed and the same sentence appears again.
• A tangible asset category does not appear in the Category list.

Information to send

Follow How to ask support for help and what information to send, with the full sentence, the category and the revaluation date.