Module 3 · Lesson 1Set up a client — segments, schedules and year end

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NetAsset Sample Co.

Accounting FirmYour Firm
Primary Information
Use the search field on the map to the right to autofill the address fields below.
NetAsset Sample Co.
(555) 012-3456
1234 Sample Avenue, Suite 100
Springfield
IL
62701
Z00000000000119D5A
No
Primary Setup
Department
Location
Class
Project
Cost Center
Division
Region
Product Line
December
Fiscal End Month must have some value.
Descriptor Setup
SAMPLE-001
Users
This Client has not created any Users.
User Access
EditUserRoleAccountAppDates
Your NameFirm AdministratorFirm: Your FirmNetAssetSince 4/6/2026
Your NameClient AdministratorFirm: Your Firm (All Clients)NetAssetSince 4/7/2026
1 - 2
Granting access is covered in Module 4 · Lesson 1.
Department
LinkOptionsIs Active?
1 - 4
Location
OptionsIs Active?
Austin OfficeYes
Chicago HQYes
Dallas WarehouseYes
Minneapolis SatelliteYes
1 - 4
Class
OptionsIs Active?
AdministrativeYes
InfrastructureYes
Productive AssetsYes
SupportYes
1 - 4
Project
OptionsIs Active?
Capex-2026Yes
Fleet-ExpansionYes
HQ-RenovationYes
Infrastructure-UpgradeYes
1 - 4
Cost Center
OptionsIs Active?
CC-100 AdminYes
CC-200 OpsYes
CC-300 SalesYes
CC-400 TechnologyYes
1 - 4
Division
OptionsIs Active?
CommercialYes
CorporateYes
OperationsYes
TechnologyYes
1 - 4
Region
OptionsIs Active?
CentralYes
EastYes
SouthYes
WestYes
1 - 4
Product Line
OptionsIs Active?
Core ServicesYes
InfrastructureYes
Professional ServicesYes
Technology SolutionsYes
1 - 4
Primary Setup
Alternate Schedule Setup
Asset Types
NameDepreciation MethodUseful LifeTax ClassificationStatus
Depreciation Methods
NameStatus
1 - 50
Filing States
No filing states selected.

Client Asset Type

Asset Type
Asset Type Name must have some value.
Asset Defaults
Depreciation Method must have some value.
Entered in months on this form.
Useful Life must have some value.
Residual Value Percentage must have some value.
Tax Classification must have some value.
Account Details
© 2026 Netgain Solutions
07.28.2026