NetAsset training — lesson index

These lessons are designed to be embedded in the Netgain knowledge base. This page is only an index for checking them.

Module 0 — Orientation

Lesson 1 — Finding your way aroundSigning in, the firm check, the client selector, and where the menus come from Lesson 2 — How NetAsset thinksFirm to client to asset, the three states, segments, and multiple schedules

Module 1 — Setting up a client

Lesson 1 — Create a clientThe whole create form, the segment labels, and the fiscal year end nobody defaults for you Lesson 2 — Build a client type templateNineteen fields set once at the firm instead of retyped per client Lesson 3 — Segment labels and optionsNaming the eight slots, and the edit-mode gate on adding values Lesson 4 — Fiscal year end and custom calendarsMonth-end years, and the five 52-week period patterns

Module 2 — Getting assets in

Lesson 1 — Record a transactionThe Transactions list and the Add/Edit Transaction form Lesson 2 — Create an assetThe whole asset form, including the Accounting tab Lesson 3 — Group transactions into one assetJoining several costs into a single asset basis Lesson 4 — Correct a pending assetEditing before capitalization, and the timing trap Lesson 5 — Import many assets from a spreadsheetTemplate, picklists, upload, verifying the landing

Module 3 — Setting a client up

Lesson 1 — Set up a clientSegment labels and options, alternate schedules, fiscal year end, asset types, filing states

Module 4 — People and access

Lesson 1 — Add a user and grant the right accessCreating the person, then scoping the responsibility

Module 5 — Bulk data

Lesson 1 — Bulk uploadNew assets and updates, the eight actions and their status gates