NetgainNetAsset Training

Lesson index

Interactive replica lessons for the NetAsset application. These pages are embedded in the Netgain knowledge base and the training portal; this index is for direct access and checking.

Module 0 — Orientation

Lesson 1 — Finding your way aroundThe three levels, the client selector, the two Home controls, and both report shapes

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

Module 2 — People and access

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

Module 3 — 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 what capitalization freezes Lesson 5 — Import many assets from a spreadsheetTemplate, picklists, upload, verifying the landing

Module 4 — Bulk data

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

Served for the Capacity embeds — not in the portal catalogue

Lesson 2 — How NetAsset thinksFirm to client to asset, the three states, segments, and multiple schedules 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
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