> ## Documentation Index
> Fetch the complete documentation index at: https://support.i.moneyforward.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 2-0. Using the Device Feature

> Integrate device registries from Excel, spreadsheets, or other systems into this service to manage IT assets (SaaS and devices) in one place.

<Info>
  A Device plan (paid) is required to use the device management feature. To request a trial, contact us via **Ask a Support Representative Directly** in the chat.
</Info>

#### Overview

This page explains how to register, update, and delete devices, as well as how to operate device management.

1. [**Register a device**](#register-a-device)
   [**Update or delete registered device information**](#update-or-delete-registered-device-information)
2. [**Assign devices and register statuses**](#assign-devices-and-register-statuses)
3. [**Manage device usage and history**](#manage-device-usage-and-history)

### Register a Device

Register a new device. You can register devices [manually](#register-a-device-manually), via [MDM integration](/en/it-management/device/k1u975zc6h-mdm), or via [CSV import](/en/it-management/device/dwrsgbckjp-device-csv). Enter device-specific information such as the serial number and model name, and asset information such as the purchase date and price.

#### Register a Device Manually

1. Go to Devices and click **New Device**.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-12-21-45-27.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=8a9278d944cc0055dd3d751a96735a95" alt="Screenshot" width="2588" height="384" data-path="images/it-management/tmkn2wxi35/2025-10-12-21-45-27.png" />

2. On the "Add new device" screen, select a device type. Choose from "PC (Desktop PC / Laptop PC / Tablet PC), Phone (Smart Phone), or Other (Monitor / Other / Peripheral Device / Server)".

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2026-01-15-9-15-35.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=3d2d479105de79d07449ac1291efb599" alt="Screenshot" width="906" height="568" data-path="images/it-management/tmkn2wxi35/2026-01-15-9-15-35.png" />

3. Enter the required device information and click **Apply**. For a list of input fields, see [Device Management Field Reference](/en/it-management/device/qlla5169py-devicetype#device-management-field-reference). To add custom fields, see [Add Custom Management Fields](/en/it-management/device/2gdbiob664-device-itme#add-a-custom-field).

   <img src="https://mintcdn.com/moneyforwardi/7hMGu_weqPvLV7P4/images/it-management/tmkn2wxi35/2025-09-09-16-10-10.png?fit=max&auto=format&n=7hMGu_weqPvLV7P4&q=85&s=0effd011d310b638e7cacd25ba3a0072" alt="Screenshot" width="602" height="1014" data-path="images/it-management/tmkn2wxi35/2025-09-09-16-10-10.png" />

4. When registration succeeds, the message "Device information has been registered" appears. The device is added under "PC", "Phone", or "Other" according to the selected type.

### Assign Devices and Register Statuses

Assign a user to a device and register its status. For shared PCs and similar devices, assign them to a location instead.

1. Go to Devices, select the device to assign, and click **Change Assignment and Status**.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2026-01-15-9-17-03.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=27cf2d7530c7860c67afdc3556d863f6" alt="Screenshot" width="2306" height="696" data-path="images/it-management/tmkn2wxi35/2026-01-15-9-17-03.png" />

2. Fill in each field on the "Change Assignment and Status" screen and click **Save**. When you select a status other than "In Stock" or "Disposed / Cancelled", the fields "User / Assignment Date / Assignment End Date" appear. For fields that do not appear, see [Hide Fields](/en/it-management/device/2gdbiob664-device-itme#hide-a-field).

   <Info>
     For the **Before Use** status, select "In Use" as the status and set a future date as the assignment date. After saving, the status changes to "Before Use", then automatically changes to **In Use** on the assignment date.
   </Info>

   | Item                                  | Description                                                                                             |
   | ------------------------------------- | ------------------------------------------------------------------------------------------------------- |
   | Status                                | Select from "In Use / In Stock / Awaiting Delivery / Location Unknown / Broken / Disposed & Cancelled". |
   | User                                  | Select the user to assign. Filter by name, email address, or user type.                                 |
   | Assignment Date / Assignment End Date | Enter dates manually or select from the calendar.                                                       |
   | Location 1 / 2                        | Enter the location.                                                                                     |

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-13-15-36-43.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=2420ab76616a0552b5f7a1240e72cb00" alt="Screenshot" width="1630" height="920" data-path="images/it-management/tmkn2wxi35/2025-10-13-15-36-43.png" />

3. The registered information appears under Info > Usage History.

### Manage Device Usage and History

Multiple changes occur throughout a device's lifecycle. Record usage changes as history entries. When conducting an inventory, also refer to [Conduct an Inventory](/en/it-management/survey/duof745x7d-4-survey#inventory-check).

Examples:

* Assignment changes (device user changes due to transfers or resignations)
* Maintenance history (device repairs or replacements)
* Status changes (under repair, scheduled for disposal, etc.)

1. Go to Devices, select the target device, and click **Add History**.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-13-16-28-47.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=9c749c9ae4535d2039c1ae1d4cdff85f" alt="Screenshot" width="2286" height="262" data-path="images/it-management/tmkn2wxi35/2025-10-13-16-28-47.png" />

2. Fill in each field on the "Add Usage History" screen and click **Save**. When you select a status other than "In Stock" or "Disposed / Cancelled", the fields "User / Assignment Date / Assignment End Date" appear.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-13-16-40-40.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=a66f944ee178193580af0d9fe614144d" alt="Screenshot" width="660" height="538" data-path="images/it-management/tmkn2wxi35/2025-10-13-16-40-40.png" />

3. The registered information appears under Info > Usage History.

### Update or Delete Registered Device Information

This section explains how to update or delete registered device information, including bulk operations.

#### Update Registered Device Information

1. In the device list, click the device to update, or click the three-dot menu \[**︙**] on the right and select **Edit**.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2026-01-15-9-19-04.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=547e27a3173716618a9c3aca58baf9a4" alt="Screenshot" width="2642" height="328" data-path="images/it-management/tmkn2wxi35/2026-01-15-9-19-04.png" />

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2026-01-15-9-19-26.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=c751f6fa8cd56cdd3173e5cdfaf449e0" alt="Screenshot" width="2606" height="184" data-path="images/it-management/tmkn2wxi35/2026-01-15-9-19-26.png" />

2. Make changes on the "Edit Device Information" screen and click **Apply**. The message "Device information has been updated" appears.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-12-23-01-26.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=80738e9d8c33607d22fa2204416be782" alt="Screenshot" width="924" height="1440" data-path="images/it-management/tmkn2wxi35/2025-10-12-23-01-26.png" />

#### Delete Registered Device Information

1. In the device list, click the device to delete, or click the three-dot menu \[**︙**] on the right and select **Delete**.

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2026-01-15-10-17-11.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=409d7e80a583321e05a09666448a3bc8" alt="Screenshot" width="2638" height="668" data-path="images/it-management/tmkn2wxi35/2026-01-15-10-17-11.png" />

   <img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2026-01-15-10-18-44.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=238bd19b8fb7e19c4aa798770905dccb" alt="Screenshot" width="2602" height="182" data-path="images/it-management/tmkn2wxi35/2026-01-15-10-18-44.png" />

2. When the "Delete Device" confirmation screen appears, click **Delete**. After deletion, the message "Device has been deleted" appears.

<img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-13-0-22-23.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=3a66eb92ae77a63ff77dde2918db744c" alt="Screenshot" width="658" height="306" data-path="images/it-management/tmkn2wxi35/2025-10-13-0-22-23.png" />

#### Bulk Operations (Update / Delete)

**Bulk update**: Review [**CSV import precautions**](/en/it-management/device/dwrsgbckjp-device-csv#csv-import-precautions), then edit and import the CSV file.

**Bulk delete**: Check the checkbox in the upper left of the Devices screen and click **Delete**. Up to 50 devices can be deleted at a time.

<img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-13-0-38-09.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=71c884de2361acd4f69923c5b2e9231e" alt="Screenshot" width="2606" height="182" data-path="images/it-management/tmkn2wxi35/2025-10-13-0-38-09.png" />

### FAQ

Q. How do I add more devices?

A. Follow the steps in [**Register a Device**](#register-a-device) to add devices. To duplicate a registered device, click **Duplicate** in the upper right.

<img src="https://mintcdn.com/moneyforwardi/ymUB0snpc69tjdrT/images/it-management/tmkn2wxi35/2025-10-13-16-58-07.png?fit=max&auto=format&n=ymUB0snpc69tjdrT&q=85&s=862ea2b2ad60ec2cf548b605c2b98847" alt="Screenshot" width="350" height="82" data-path="images/it-management/tmkn2wxi35/2025-10-13-16-58-07.png" />
